Account Executive - Personal Lines Service

About Artemis/Texan Insurance

We are dedicated to protecting what matters most to our clients by providing tailored insurance solutions and exceptional service. With decades of industry experience, we specialize in offering personalized coverage for home, auto, life, and commercial needs. Our team takes pride in building lasting relationships through trust, integrity, and a commitment to excellence. We believe in empowering our employees and delivering unmatched value to our customers, ensuring peace of mind every step of the way.

As a company rooted in community and innovation, we are not just an insurance provider-we are a partner you can depend on.

Application Requirement

To be considered for this role, please take a moment to complete the Culture Index Assessment by clicking the link below or copying it into your browser. This brief assessment takes no more than 5 minutes to complete and is a critical part of our hiring process.

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The Culture Index helps us better understand your work style, strengths, and preferences, ensuring a strong alignment between your skills and the position's requirements. It also allows us to create a more inclusive and effective workplace by matching candidates to roles where they can thrive.

Please note: Applications without a complete Culture Index Assessment will not be reviewed or moved forward in the hiring process. We appreciate your attention to this important step and look forward to learning more about you!

About the Role

The Account Executive is responsible for proactive renewal outreach, improving retention of personal lines policies, and cross-selling additional lines of business during renewal conversations. This role requires strong consultative skills, the ability to transition seamlessly from renewal discussions to cross-selling opportunities, and a commitment to delivering exceptional client service.

Essential Duties and Responsibilities

Client Service & Account Management (60%)

• Conduct mandatory outbound renewal calls to clients. Serve as the primary point of contact for an assigned book of personal lines clients, delivering high-touch, professional service.
• Use a consultative approach to identify options for retaining policies. Analyze coverage and identify gaps. Reshop if necessary
• Execute proactive renewal outreach to improve retention rates.
• Handle policy changes, endorsements, certificates, and billing inquiries accurately.
• Respond promptly to client questions and resolve issues with urgency.
• Maintain empathy and strong problem-solving skills when handling client concerns.
• Follow established processes and scripts to ensure consistency and compliance.

Sales & Business Development (30%)

• Round out accounts by cross-selling appropriate coverages. Identify and present opportunities to cross-sell additional lines of business (auto, home, umbrella, flood, etc.) during renewal calls.
• Prepare and present professional insurance proposals and quotes.
• Build and maintain strong relationships with carriers and underwriters to secure competitive terms.
• Overcome objections and transition conversations effectively from renewal to cross-sell.

Agency Operations & Compliance (10%)

• Maintain accurate and complete client records in Hawksoft.
• Ensure all transactions comply with agency procedures and industry regulations.
• Stay current on industry trends, product offerings, and compliance requirements through ongoing education.
• Skills and Attributes
• Consultative Selling & Client Retention: Adept at using a needs-based approach to retain policies, identify coverage gaps, and recommend solutions that round out accounts.
• Sales Execution: Strong ability to transition seamlessly from service discussions to cross-selling opportunities, with a track record of overcoming objections and closing sales.
• Client Communication: Clear, empathetic, and professional communicator, skilled at building trust and explaining complex insurance concepts simply.
• Technical Proficiency: Experienced with Hawksoft (or similar agency management software), rating platforms, and Microsoft Office Suite.
• Organization & Diligence: Highly organized with exceptional attention to detail and persistent follow-through in a fast-paced, multi-tasking environment.
• Adaptability & Coaching: Comfortable following processes and scripts while remaining open to feedback and coaching to continuously improve performance.
• Problem-Solving: Resourceful in resolving client issues with urgency and maintaining composure under pressure.
• Industry Knowledge: Understanding of personal lines products (Auto, Home, Umbrella, etc.) and a commitment to staying current on industry trends and compliance.

Education

• High school diploma or equivalent required.

Preferred: Associate's or Bachelor's degree in Business, Communications, Finance, or a related field. Relevant industry coursework (e.g., towards CISR, CIC, or INS certifications) is a significant plus.

Experience

• Minimum of 2-3 years of experience in a personal lines insurance role, with direct client service and sales…