PERSONAL LINES SALES EXECUTIVE

Personal Lines Sales Executive

Sales Executives are primarily responsible for prospecting, networking, and selling new personal lines business while creating and maintaining strong relationships with current customers, underwriters, and other industry professionals.

Duties of a Sales Executive include but are not limited to:

• Maintain a Property & Casualty license along with keeping up with Continuing Education.
• Meeting annual sales goal.
• Servicing and selling personal insurance products to prospective and existing clients.
• Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service centers, and claims representatives).
• Providing quality customer service to existing and prospective clients.
• Staying up to date on new insurance products and market/industry trends.
• The ability to understand and analyze insurance coverage and policy forms.
• Strong written, oral and phone communication skills
• Organize, set, and maintain priorities
• Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater.
• Ability to present, educate, and close on all personal lines’ insurance products.
• Use lead and target lists to establish contacts and schedule appointments.
• Meet with prospective clients.
• Solicit referrals from existing clients.
• Network and develop lead sources.
• Perform other duties as assigned.