Experienced Insurance Account Executive

Join Our Growing Team!

The Melissa Terrazas Insurance Agency is an established and growing insurance agency with over 31 years of experience serving individuals, families, and businesses.

We are looking for an experienced, motivated, and relationship-focused Insurance Account Executive who is passionate about delivering exceptional customer service, building long-term client relationships, and helping clients protect what matters most.

The ideal candidate is a proactive insurance professional who understands that outstanding client service, retention, and identifying additional coverage opportunities are essential to the success of our agency.

• Retirement Plan
• Career Growth Opportunities
• Hands on Training
• Paid Time Off (PTO)

Client Relationship Management:
Build and maintain strong, lasting relationships with existing clients by providing personalized, professional, and responsive service.

Customer Retention:
Proactively manage client relationships, address concerns, review renewals, and implement strategies to improve policy retention and customer satisfaction.

Annual Insurance Reviews:
Conduct comprehensive annual policy reviews to evaluate clients' changing insurance needs, identify coverage gaps, and recommend appropriate protection.

Cross-Selling & Account Growth:
Identify opportunities to offer additional insurance products, including auto, home, umbrella, life, and commercial insurance, based on clients' individual needs.

Policy Servicing:
Assist clients with policy changes, coverage questions, billing inquiries, renewals, and other insurance-related requests.

Proactive Client Outreach:
Maintain regular communication with clients to strengthen relationships, improve retention, and create new business opportunities.

Account Management:
Maintain accurate client records, document interactions, and ensure timely follow-up on outstanding service and sales opportunities.

Team

Collaboration:

Work closely with agency leadership and team members to achieve customer service, retention, and agency growth objectives.

• Minimum 2 years of experience in insurance account management, customer service, or a similar insurance-related role preferred.
• Active Property & Casualty insurance license required
• Strong understanding of personal lines insurance products and coverage options.
• Proven ability to build client relationships, retain accounts, and identify cross-selling opportunities.
• Excellent communication, organizational, and problem-solving skills.
• Ability to manage multiple client accounts and prioritize responsibilities.
• Self-motivated, detail-oriented, and committed to delivering an exceptional customer experience.
• Experience with commercial insurance is a plus

Don't have your license yet? We'll pay for your P/C pre-licensing course and support you through the licensing process.