Personal Lines Account Executive

Location: San Antonio, TX, United States; onsite

Company

hirify.global provides personal insurance services for high-net-worth clients and supports VIP client business through carrier and broker relationships.

What you will do

• Meet with high-net-worth clients to review personal insurance accounts and provide prompt, accurate service.
• Evaluate, classify, quote, process, and place new and renewal personal lines policies according to risk and underwriting guidelines.
• Review renewal requests and endorsements, preparing policies, binders, certificates, and related documentation.
• Maintain accurate customer files by processing requests and entering and scanning account data.
• Work with producers to expand VIP client business and provide training to Customer Service Representatives when requested.
• Keep current with rating systems, insurance forms, and coverage changes.

Requirements

• At least two years of VIP client personal lines insurance experience.
• General Insurance license; professional designations such as CISR or CIC.
• Working knowledge of insurance forms, coverage, rating, and underwriting practices.
• High school diploma or equivalent, strong analytical and problem-resolution skills, and effective verbal, organizational, and interpersonal skills.
• Working knowledge of PCs, Microsoft Word, and Microsoft Excel; accurate typing speed of at least 45 words per minute.
• Ability to work under stressful conditions, sit for extended periods, lift or push 10–20 pounds, and travel locally and nationally when required.

Culture & Benefits

• Competitive overall compensation package and work-life balance initiatives.
• Healthcare coverage options and traditional and Roth 401(k) retirement plans.
• Career growth opportunities, continuing education, and career certification support.
• Leadership Academy, Mentor Program, employee engagement activities, and recognition awards.
• Years of Service awards and a wellness program.
• Substance-free workplace with pre-employment drug testing; tobacco users are not hired where permitted by law.