2 часа назад
Personal Lines Client Executive
115 000 - 155 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Lines Client Executive (Insurance): Managing a $500K–$700K revenue portfolio and leading renewal, coverage, marketing, and client strategy with an accent on risk analysis, carrier negotiations, and tailored insurance solutions. Focus on developing renewal game plans, designing coverage programs, strengthening carrier relationships, and supporting new business growth.
Salary: $115,000–$155,000 USD annually
Company
is an independent, expanding insurance company with a team-based ownership model and a broad commercial presence.
What you will do
- Manage a personal lines book of business generating $500K–$700K in revenue.
- Lead the full renewal lifecycle, including policy reviews, loss analysis, coverage analysis, program design, data completeness, and discrepancy resolution.
- Develop marketing strategies, review submissions, negotiate with underwriters, and shape proposal content.
- Understand clients’ operations, strategies, and needs throughout the year while advising on coverage opportunities.
- Facilitate meetings with clients and internal stakeholders and support new business development and account setup.
- Develop carrier relationships and contribute to ongoing industry education, collaboration, and client retention.
Requirements
- Experience in insurance or a related industry relevant to the assigned book of business.
- Strategic thinking based on client priorities and marketplace cycles.
- Strong written and verbal communication skills.
- Experience leading and developing people, delegating work, and holding teams and partners accountable.
- Proficiency with PowerPoint, Outlook, Word, and Excel.
Nice to have
- Experience working with Applied Epic.
Culture & Benefits
- Team-based environment with support systems and resources for associates.
- Flexible work options, paid time off, paid holidays, and sabbatical leave.
- Medical, prescription, dental, vision, FSA, HSA, life, disability, and long-term care benefits.
- 401(k), stock purchase plan, annual performance bonus, and financial security programs.
- Well-being stipend, family assistance, gift matching, and personal and professional development support.
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