Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
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Hybrid Senior Account Executive, Personal Lines Insurance
Posted last month
About the role
- Personal Lines Insurance Senior Account Executive advising high-net-worth clients through tailored insurance solutions while managing complex accounts and fostering relationships. Ensuring compliance and effective client service with a focus on growth.
Responsibilities
- Serve as a trusted advisor to high-net-worth clients
- Deliver exceptional service and tailored solutions for personal insurance needs
- Take ownership of complex accounts
- Provide strategic guidance and advocacy
- Support new business development and handle renewals
- Maintain strong client relationships
- Respond promptly and professionally to client inquiries
- Oversee the renewal process
- Identify coverage gaps and recommend solutions
- Maintain accurate client and policy data in agency systems
- Participate in corporate projects and workflow improvements
Requirements
- Bachelor’s degree and/or insurance designations
- 4 additional years of Personal Lines experience required
- Active Property & Casualty License
- 5+ years of P&C insurance service experience or minimum of 3 years of P&C insurance sales experience
- Experience with Agency Management Systems
- Strong time management skills
- Attention to detail
- Excellent written and verbal skills
- Ability to thrive in a collaborative, team-oriented environment
- Strong problem-solving skills
- Prior working experience in a fast-paced insurance agency and/or insurance company
- Strong PC and internet skills including intermediate user level for Excel, PowerPoint and Word.
Benefits
- Flexible work arrangement possibilities
- Ongoing education
- Growth opportunities
- Corporate projects involvement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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