The Personal Lines Account Executive will be responsible for achieving specific sales targets.Principally to advise prospective clients on matters of coverage and pricing, to place the client’srisks with the most suitable market on a timely basis and to ensure the accuracy and integrity ofdocuments and data according to the workflows of the brokerage.

Essential Functions

Sales

 Develop centers of influence (COI’s) and network in the community Cross sell into existing commercial book Respond to request for quotes from internal staff, group members, and all other sources• Cross sell and upsell existing clients, seeking to further increase book size Solicit additional business from existing client base, and gain referrals to new prospects• Round out accounts Schedule meetings with “qualified” prospects Present proposals to prospects, negotiate terms and ultimately close the sale• Assist clients and family members with new insurance requirements Prepare all necessary new sales paperwork and submit to AA’s for processing Proactively ask for referrals from existing clients Participating in identifying potential Groups and market to these groups Participate in developing marketing plans to gain new customers

Documentation

 Confirm all client and prospect files in the BMS are current and up to date Guarantee all client correspondence is attached to the BMS according to department standards Ensure activities in BMS are added and updated according to department standards

Additional Duties:

 

 If required, attend onsite appraisals Order report such as MVR, AutoPlus and HITS Send COC’s and binders when required Deliver client documents when necessary Maintain an ongoing working knowledge of all available carriers and products Actively participate in continued learning programs or training Attend company functions Correspond with underwriters Attend client meetings with Commercial Account Executives