Personal Lines Account Executive
At a glance
Mid-level Account Executive role at SWBC. San Antonio · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Meet with high-net-worth clients to review personal insurance accounts and provide responsive service
- Evaluate risk and place new or renewing VIP personal-lines coverage with carriers and brokers
- Check renewals and endorsements, then prepare policies, binders, certificates, and related documents
- Keep account records complete by handling daily requests and entering required information into the system
- Help train customer service representatives and stay current on rating systems, forms, and coverage updates
What you bring
- At least two years working with VIP clients in personal-lines insurance
- A high school diploma or equivalent, plus a General Insurance license
- Working knowledge of insurance forms, coverage, rating, MS Word, Excel, and related PC applications
- Strong analysis, problem-solving, communication, organization, and interpersonal abilities
- Accurate typing at a minimum of forty-five words per minute and the ability to handle calculator-based work
Who this fits
This role suits a mid-level personal-lines account professional who is comfortable serving VIP clients, applying underwriting guidelines, and coordinating with producers, carriers, and brokers. You must be able to sit for extended periods, lift or push ten to twenty pounds, and possibly travel locally and nationally. The job requires professionalism under pressure and includes pre-employment drug testing; tobacco users are not hired where permitted by law.
From the employer
SWBC is seeking a talented individual to be responsible to meet with the high-net-worth clients, review their personal insurance accounts, provide prompt, accurate, and courteous service. Maintain those accounts by constantly reviewing and communicating with those clients. Work with the producers to expand our VIP client business.
Why you'll love this role:
Highly motivated, experienced personal lines account manager to work with VIP clients, evaluating, classifying, and quoting policies by working with various insurance carriers and / or brokers.
Essential duties include the following:
- Provides information, rates, and quotes for all new and renewal VIP Personal lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers.
- Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders, and certificates.
- Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.
- Assists and provides training to other Customer Service Representatives as requested.
- Maintains a level of up-to-date knowledge on the rating system, forms, and coverage changes.
Serious candidates will possess the minimum qualifications:
- A High School Diploma or equivalency.
- Possess a General Insurance license and professional designations (CISR, CIC).
- Minimum of two (2) year of VIP clients- personal lines insurance experience.
- Working knowledge of insurance forms, coverage and rating.
- Strong working knowledge of PC’s and related applications.
- Excellent analytical and problem resolution skills.
- Strong verbal, organizational, and interpersonal skills.
- Able to type a minimum of 45 wpm accurately, operate a calculator and have a working knowledge of MS Word and Excel.
- Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
- Able to sit for long periods of time updating and validating insurance policies.
- Able to lift and/or push 10-20 lbs. of files, insurance manuals, or boxes.
- May have to travel locally and nationally.
SWBC offers*:
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.
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