Personal Lines Account Executive

We are seeking an experienced and client-focused Personal Insurance Account Executive to join our dynamic team. This role is ideal for a polished insurance professional who excels in relationship management and enjoys handling complex personal lines accounts.

Requirements

• Serve as the lead advisor for a designated book of personal lines clients
• Conduct timely coverage reviews, risk assessments, and re-markets
• Manage the full policy lifecycle: quoting, marketing, endorsements, cancellations, reinstatements, and claims advocacy
• Deliver exceptional service to all clients with timely, accurate communication
• Identify cross-sell opportunities, round accounts at renewal, and communicate coverage recommendations effectively
• Serve as a knowledgeable resource for a range of personal risk profiles
• Prepare proposals, summaries of insurance, and renewal presentations
• Partner with Commercial Lines and Life & Health Departments, Producers and other FRP agents
• Review carrier products and contracts regularly to stay informed of updates
• Mentor newer team members and contribute to a collaborative Personal Lines
• Maintain departmental procedures and update carrier Rate Charts as necessary
• Participate in networking events and carrier seminars
• Perform additional projects or duties as assigned by management

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD, LTD, and a generous PTO policy