California Licensed Personal Lines Executive
A company is looking for an Account Executive/Floater in Personal Lines.
Key Responsibilities
Manage an assigned book of business, developing client relationships and striving to grow and retain clients
Oversee the management of assigned accounts, including proactive consultation and coordination of risk control resources
Conduct annual reviews with clients, making coverage and loss control recommendations to reduce the total cost of risk
Required Qualifications, Training, and Education
High School Diploma / GED; College degree strongly preferred
Minimum of 5-7 years of related Personal Lines insurance experience or equivalent combination of education and experience
Currently licensed in good standing in required lines and states
Proficient in Microsoft Office Suite, Outlook, and various AMSs (Epic preferred)
Willingness to complete continuing education requirements as needed
A company is looking for an Account Executive/Floater in Personal Lines.
Key Responsibilities
Manage an assigned book of business, developing client relationships and striving to grow and retain clients
Oversee the management of assigned accounts, including proactive consultation and coordination of risk control resources
Conduct annual reviews with clients, making coverage and loss control recommendations to reduce the total cost of risk
Required Qualifications, Training, and Education
High School Diploma / GED; College degree strongly preferred
Minimum of 5-7 years of related Personal Lines insurance experience or equivalent combination of education and experience
Currently licensed in good standing in required lines and states
Proficient in Microsoft Office Suite, Outlook, and various AMSs (Epic preferred)
Willingness to complete continuing education requirements as needed