Account Executive Personal Lines

Job Description

Job Description

The primary function of the Personal Lines Account Executive is to attract new clients to the Agency through prospecting, networking, and other lead-generating methods. This position is responsible for quoting, presenting, and selling Personal Lines insurance policies. This position is accountable for meeting the minimum quarterly New Business production requirements.

ESSENTIAL FUNCTIONS:

• Identify, pursue and capitalize on sources of Personal Lines New Business.
• Meet quarterly New Business production requirements.
• Document activity in Agency Management System as required by management for appropriate tracking of activity and production.
• Maintain knowledge of underwriting, coverages and rating procedures for all types of Personal Lines policies offered by all carriers with which the Agency is appointed.
• Participate in seminars and other industry training in order to maintain knowledge and develop skills.

KNOWLEDGE, SKILLS AND ABILITIES:

• Must be a proactive self-starter, imaginative and creative with good verbal and written communication skills.
• Must show demonstrated success with building an insurance customer base from scratch.
• Multi-tasking abilities with focus on accuracy and detailed documentation.
• Must be willing to follow established agency and departmental processes/procedures.
• Must be comfortable and experienced at networking and building centers of influence.

EDUCATION & EXPERIENCE:

• Two or more years outbound personal lines insurance sales experience required.
• College degree preferred.
• Must have current licenses (Property/Casualty) as required by the State Department of Insurance.
• Must be proficient in Microsoft Office Products

WHY WORK FOR LENZ-BALDER?

• LBI offers careers, not "jobs"
• Competitive salary, paid time off benefits and paid holidays
• The culture of a small company with the benefits of a large company
• Company paid licensing and continuing education
• 401K retirement with company match
• Medical, Dental, Vision, Short-Term/Long-Term Disability and Life benefits
• Discount on all of your personal insurance

See why a career with Lenz-Balder Insurance is like no other! Visit us at for more information about us!

Lenz-Balder Insurance is a locally owned company with strong family values and a pride in hard work. We aim to treat people fairly and support those who want to work hard for our clients and coworkers. Our hiring process is robust because we want people who work hard, take pride in where they work, and experience positive growth.

Company Description

Lenz-Balder Insurance is a locally owned company with strong family values and a pride in hard work. We aim to treat people fairly and support those who want to work hard for our clients and coworkers. Our hiring process is robust because we want people who work hard, take pride in where they work, and experience positive growth.