Personal Lines Account Executive

Responsibilities

• Independently leads client strategy and service for complex WPGC clients
• Prepares for and facilitates strategy meetings
• Reviews exposures against coverages and performs gap analysis
• Consults with the Placement team to optimize overall placement strategies
• Reviews, finalizes, and facilitates proposal meetings
• Leads stewardship planning and delivery
• Oversees confirmation of coverage, policies, and endorsements
• Sets up and maintains account details, contacts, and policy information
• Summarizes current policies and expiring exposures
• Drafts proposals and finance contracts
• Reviews carrier invoices, coordinates appraisals and inspections, processes cancellations

Requirements

• 5+ years’ experience in Personal Property & Casualty
• Must hold state Property & Casualty Insurance License
• Strong functional knowledge of MS Office products, Word and Excel
• Skilled in agency management systems and Carrier sites
• Knowledge of High Net Worth or loss sensitive program design and coverage forms
• Ability to deliver value added services including claims review and stewardship reports
• Strong written, oral, and interpersonal communication skills
• Extremely organized and able to meet deadlines
• Ability to assess complex problems and apply innovative solutions

ATS Optimization Keywords

Hard Skills

• gap analysis
• proposal drafting
• finance contract drafting
• claims review
• stewardship planning
• policy confirmation
• coverage review
• appraisal coordination
• cancellation processing
• High Net Worth program design

Soft Skills

• interpersonal communication
• organizational skills
• deadline management
• problem assessment
• innovative solution application
• oral communication
• written communication
• client strategy leadership
• service delivery
• meeting facilitation

Certifications & Qualifications

• Property & Casualty Insurance License

Industry Keywords

• Personal Property & Casualty
• coverage forms
• loss sensitive programs
• client stewardship
• insurance policies

Tools & Technologies

• MS Office
• Word
• Excel
• agency management systems
• Carrier sites