Personal Lines Insurance Senior Account Executive

Personal Lines Insurance Senior Account Executive page is loaded## Personal Lines Insurance Senior Account Executive remote type:
Office locations:
Toledo, OH:
Columbus, OH:
Cincinnati, OH:
Wooster, OH:
Akron, OHtime type:
Full time posted on:
Posted Todayjob requisition :
R0069398#
** Description
* **
* Summary:

** As a Personal Lines Insurance Senior Account Executive, you will serve as a trusted advisor to high-net-worth clients, delivering exceptional service and tailored solutions for their personal insurance needs. This role demands a high level of technical proficiency, product knowledge, and independent decision-making to manage a sophisticated book of business with minimal oversight.

You will take ownership of complex accounts, providing strategic guidance and advocacy to ensure clients are properly protected and confident in their coverage. You will support new business development, handle renewals, and maintain strong client relationships that foster loyalty and long-term growth. Success in this position requires the ability to prioritize effectively, respond promptly in a fast-paced environment, and collaborate seamlessly with colleagues and carriers.

Your expertise will enable you to deliver a superior client experience while driving results for the organization.
*
* Duties and Responsibilities:

*** Professional Development & Leadership
* Maintain accountability for meeting performance goals and staying current on industry trends.
* Develop and maintain product knowledge through ongoing education.
* Serve as a resource for colleagues by providing guidance, training, and technical support.
* Compliance & Process Adherence
* Follow agency procedures, service standards, and timelines.
* Utilize agency technology and systems to ensure accurate documentation and workflow compliance.
* Client Service & Relationship Management
* Respond promptly and professionally to client inquiries and resolve issues within established time frames.
* Coordinate with producers and team members to manage account status and escalated concerns.
* Renewal & Retention Management
* Oversee the renewal process, including pre-renewal reviews, proposal preparation, and client meetings.
* Identify coverage gaps, recommend solutions, and negotiate pricing and terms with carriers.
* Ensure timely delivery of renewal recommendations.
* Growth & Revenue Development
* Identify opportunities for account rounding, cross-selling, and referrals.
* Present quotes and recommendations to enhance client protection and agency growth.
* Support acquisition and onboarding of new customers to the agency
* Data Integrity & Documentation
* Maintain accurate client and policy data in agency systems.
* Document all correspondence and activities in compliance with agency standards.
* Corporate & Team Initiatives
* Participate in corporate projects and workflow improvements.
* Perform additional duties as assigned to support organizational goals.
*
* Basic Qualifications:

*** Bachelor’s degree and/or insurance designations. In lieu of either of these, 4 additional years of Personal Lines experience required
* Active Property & Casualty License
* 5+ years of P&C insurance service experience or minimum of 3 years of P&C insurance sales experience
*
* Preferred Qualifications:

*** Experience with Agency Management Systems.
* Strong time management skills, attention to detail and ability to prioritize.
* Excellent written and verbal skills with high levels of professionalism.
* Need to be able to thrive in a collaborative, team-oriented environment.
* Strong problem-solving skills and ability to handle complex issues.
* Ability to multi-task and meet tight deadlines.
* Prior working experience in a fast-paced insurance agency and/or insurance company.
* Strong PC and internet skills including intermediate user level for Excel, PowerPoint and Word.
** Exempt Status: (Yes** = not eligible for overtime pay) (
** No** = eligible for overtime pay)
Yes
** Workplace Type:
** Office Our Approach to
** Office
* * Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach…