Personal Lines Account Executive
Hybrid - US
Personal Lines Account Executive
Full Time • Hybrid - US
Benefits:
- Short Term/Long Term Disability
- Life Insurance
- FSA/HSA
- Employee Stock Ownership Plan (ESOP)
- Health insurance
- Paid time off
- Training & development
- Vision insurance
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
Morrow Insurance Agency
Founded in 1919, Morrow Insurance has over a century of proven dedication and commitment
to the business community, individuals and families we serve. As an employee owned company,
Morrow Insurance believes that people are what make an organization successful.
Founded in 1919, Morrow Insurance has over a century of proven dedication and commitment
to the business community, individuals and families we serve. As an employee owned company,
Morrow Insurance believes that people are what make an organization successful.
About the Role
Morrow Insurance Agency is seeking an experienced, motivated Personal Lines Account Executive to join our growing team. In this role, you will manage and grow an existing book of personal lines business while developing new client relationships and identifying opportunities to expand coverage.
The ideal candidate is a relationship-driven insurance professional who understands the personal lines marketplace, takes pride in providing exceptional client service, and is comfortable balancing account management with sales and business development.
You’ll serve as a trusted advisor to clients—helping them understand their coverage, proactively identifying their insurance needs, and delivering thoughtful solutions that provide the right protection at a competitive price.
Key Responsibilities
Client & Account Management
- Manage and develop an existing book of personal lines business, with a strong focus on client retention, renewal preparation, and relationship management.
- Anticipate client needs and proactively identify opportunities to improve coverage and protect clients’ evolving assets and lifestyles.
- Handle client inquiries and account needs in person, by phone, online, and through written communication.
- Provide timely follow-up and ensure all client requests and account activity are handled accurately and professionally.
- Present policies and coverage recommendations to clients, clearly explaining coverage options, limits, deductibles, exclusions, and premiums.
Sales & Business Development
- Identify, qualify, and pursue new personal lines opportunities from both new and existing clients.
- Develop new business opportunities through referrals, networking, prospecting, account rounding, cross-selling, and re-engagement of former clients.
- Prepare accurate and timely insurance proposals and quotations, effectively communicate coverage options, and confidently close new business.
- Process and bind coverage and follow up on required inspections, photographs, documentation, and other underwriting requirements.
Performance & Teamwork
- Monitor and track key performance metrics and sales activity to achieve individual and agency goals.
- Maintain accurate and timely documentation of sales and account activity.
- Collaborate with colleagues and contribute to a positive, team-oriented environment.
- Serve as a resource to team members by sharing knowledge, answering questions, and providing guidance when appropriate and participate in team meetings, training, and other agency initiatives.
- Follow established agency processes and workflows while contributing ideas for continuous improvement.
Professional Development
- Maintain required continuing education and insurance licensing.
- Stay current on industry trends, carrier products, underwriting guidelines, legislation, technology, and coverage developments.
- Continuously expand insurance knowledge and professional skills to enhance client service and overall performance.
Qualifications & Skills
- Active Property & Casualty (P&C) license required.
- Minimum 2 years of personal lines insurance account management experience.
- Strong working knowledge of personal lines insurance products, coverages, rating procedures, underwriting guidelines, and industry practices.
- Demonstrated success in insurance sales, business development, or relationship-based selling.
- Excellent written and verbal communication skills, with the ability to clearly explain complex insurance concepts to clients.
- Client-focused and relationship-oriented with the confidence to be professionally assertive when identifying and recommending coverage solutions.
- Excellent organizational and time-management skills with the ability to prioritize multiple accounts and deadlines.
- Ability to work independently, take ownership of responsibilities, and complete complex assignments with minimal supervision.
- Strong computer and technology skills, including experience with agency management systems.
- Applied Epic experience preferred.
- Valid driver’s license and reliable transportation required.
The Ideal Candidate
The successful candidate will be a relationship builder, problem solver, and insurance professional who enjoys both serving clients and growing a book of business. You are proactive, organized, accountable, and comfortable having meaningful conversations about coverage and risk. You take pride in advocating for your clients while contributing to the growth and success of the agency.
If you’re looking for an opportunity to build lasting client relationships, grow your career, and be part of an employee-owned organization, we’d love to hear from you.
Flexible work from home options available.
Compensation: $55,000.00 - $70,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Apply here.
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)