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6 дней назад

Personal Lines Insurance Account Executive-1

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Personal Lines Insurance Account Executive-1 (Personal Lines Insurance): Managing moderately complex personal insurance accounts for high-net-worth clients, including policy servicing, renewals, coverage recommendations, and new business support with an accent on client advocacy, accuracy, and compliance. Focus on identifying coverage gaps, negotiating pricing and terms with carriers, coordinating with producers, and maintaining accurate policy documentation.

Location: Tupelo, Mississippi, United States; office-based

Company

hirify.global is a financial services organization providing banking and insurance-related services.

What you will do

  • Manage an assigned book of moderately complex personal lines insurance accounts for high-net-worth clients.
  • Service policies, respond to client inquiries, resolve issues, and coordinate account status with producers and colleagues.
  • Lead renewal activities, including pre-renewal reviews, proposal preparation, client meetings, and timely recommendations.
  • Identify coverage gaps, recommend solutions, and negotiate pricing and terms with insurance carriers.
  • Support account rounding, cross-selling, referrals, quotes, recommendations, and onboarding of new customers.
  • Maintain accurate client and policy data, document correspondence, follow procedures, and participate in workflow improvement initiatives.

Requirements

  • Bachelor’s degree.
  • At least 3 years of property and casualty insurance sales experience in personal lines.
  • Strong organizational, time management, prioritization, problem-solving, written, and verbal communication skills.
  • Ability to work collaboratively, manage multiple tasks, meet tight deadlines, and handle complex issues.
  • Intermediate skills with Excel, PowerPoint, Word, PC systems, and the internet.
  • Must be currently authorized to work full-time in the United States.

Nice to have

  • Active property and casualty insurance license, or ability to obtain one within 90 days.
  • Experience with agency management systems.

Culture & Benefits

  • Office-based work environment with potential flexible arrangements for certain positions outside the branch network.
  • Collaborative, team-oriented workplace focused on client service and organizational goals.
  • Exempt position and therefore not eligible for overtime pay.
  • Immigration sponsorship is not available for this position.
  • Equal opportunity and tobacco-free hiring practices.

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