Personal Lines Account Executive

Develop and expand your career at an exciting and dynamic company

The Position

We are looking for a talented and dynamic account representative to help us expand our Personal Lines Insurance business by handling new and existing client administration including a number of high-net-worth clients. We offer a competitive salary and generous vacation package.

Job Skills and Requirements

  • A minimum of 3 years experience in an agency setting and proven personal lines experience
  • A valid Property & Casualty insurance license
  • Good comprehension of personal lines insurance plans, including, auto, home owners, renters, earthquake and umbrella insurance, etc.
  • Knowledge of Applied EPIC, Applied Quoter, Adobe Acrobat Pro and Office 365 including Word, Excel & Teams
  • Excellent communication, presentation and relationship building skills
  • Ability to analyze multiple carrier options and present solutions matched to client needs
  • Experience with carrier quotation platforms and related agency/broker submission forms
  • Ability to prioritize tasks and deliver in a fast-paced working environment


  • Develop and maintain excellent client and carrier relationships
  • Administrative responsibility for maintaining and managing client and carrier documents
  • Retain continuous awareness of customer requirements and proactively engage with internal and external parties as needed to deliver solutions
  • Determine customers risk exposures, collect information relating to those exposures and offer tailored and suitable insurance and risk management options
  • Maintain a current valid license including commitment to continuous education and attend appropriate carrier and agency training sessions as needed
  • Provide claims assistance to clients as needed
  • Punctual, diligent and efficient


Remote position

How to apply

To apply, please send your resume, current salary and why you feel you are right for the role to: , using the e-mail subject ‘Personal Lines Account Executive’.