Client Executive, Personal Lines

Essential Functions

+ Respond to Client/Carrier/Vendor/Mortgage Company inquiries/requests, document client service activities in the agency management system

+ Follows business unit guidelines to market accounts once client needs have been identified

+ Assist with the preparation of monthly new and lost business report; production summary for new and lost business, lost business analysis, premium listing for Accounting

+ Develop and maintain productive relationships with key Carrier staff; attend Carrier functions and planning meetings; promote optimum utilization of Carrier websites; monitor coverage issues with Carriers

+ Work with carrier appointed claim professionals on significant and/or severe claims; report claims to appropriate carrier and/or BMV

 

Technical Functions

+ Proficient in the use of Microsoft Office Products: Excel, Word, Outlook

 

Required Education

+ 3-5 years of personal lines insurance experience in an insurance agency is preferred

+ Demonstrated skills: sense of urgency, detail-oriented, excellent organizational and time management skills

+ Proven ability to work independently with minimal supervision as well as collaborate among the team daily and contribute to MJ’s culture.

+ Excellent verbal and written communication skills; professional presentation