Personal Lines Account ManagerExecutive

Personal Lines Client Executive

Seeking a dynamic and results-driven Personal Lines Client Executive to join a team. This role is designed for individuals who thrive on building relationships driving new business and delivering exceptional client experiences. As a Client Executive you will focus on cultivating referral partnerships managing a robust sales pipeline and securing new business opportunities. Supported by a dedicated VIP Client Manager Team you will have the freedom to focus on growth while ensuring clients receive top-tier service.

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package including health dental and vision insurance.
• Paid time off and holidays.
• Professional development opportunities and ongoing training.

• New Business Development: Generate new business by building and nurturing relationships with referral partners including realtors lenders and community influencers.
• Sales Execution: Prepare present and close quotes while advising clients on coverage strategies.
• Pipeline Management: Maintain an active and organized sales pipeline using the Pipeline Management tool.
• Client Onboarding: Secure signed applications and required documentation to finalize sales.
• Retention Accountability: Ensure the retention of clients you bring on board contributing to overall business growth.
• Referral Network Growth: Expand and strengthen your network of referral partners to drive consistent business opportunities.

• Proven track record in sales business development or a related field preferably within the insurance or financial services industry.
• Strong interpersonal and relationship-building skills.
• Ability to work independently and manage multiple priorities effectively.
• Excellent communication and presentation skills.
• Proficiency in using CRM or pipeline management tools.
• A results-oriented mindset with a passion for achieving and exceeding targets.
• Relevant licensing or willingness to obtain required certifications.

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