Automotive Sales Consultant overseeing sales for MobilityWork. Enhancing market presence and customer satisfaction while managing inventory and sales processes.
About the role
- Personal Lines Account Executive providing stewardship for high-net-worth insurance clients. Responsible for client relationships, service delivery, and effective insurance coverage recommendations.
Responsibilities
- Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance
- Review client exposures, loss experience and current coverage and recommend appropriate products and services
- Provide proactive day-to-day client service by anticipating and evaluating client’s needs
- Manage the renewal process to ensure maximum retention and recognize cross sell opportunities where possible
- Deliver outstanding customer service by providing professional, timely and accurate communication
- Establish effective relationships with carriers, underwriters, and marketing representatives
- Resolve complex service or coverage related issues in partnership with team members and client advisors
- Maintain complete and accurate client and policy data and documents within the management system EPIC
Requirements
- 5+ years personal lines insurance experience working with high-net worth clientele
- Property & Casualty (P&C) License required
- Proficiency with agency management software systems; Applied Epic experience preferred
- Proficiency in Microsoft Office-Word & Excel
- Excellent verbal & written communication skills
- Detail oriented, highly organized and ability to meet deadlines
- Customer service oriented with strong problem-solving ability
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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