Personal Lines Account Executive
Full Time • Hybrid - US
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Stock options plan
- Vision insurance
Job Description
The Personal Lines Account Executive at Morrow Insurance Agency is responsible for maintaining and maximizing profitable relationships with an existing book of business as well as growing the book of business through new client sales.
Benefits/Perks:
- Competitive Pay
- Health/Dental/Vision
- 401(k) Matching
- ESSOP/100% Employee Owned
- Paid Time Off
- Flexible Spending Account/Health Savings Account
- Life Insurance
- Short/Long Term Disability Insurance
Responsibilities:
· New Business
Meet annual goals by writing new business policies for new and existing clients. Create and network with Centers of Influences to build referral sources. This process will include quoting based on our agency standards, application preparation, policy issuance and follow up to make sure we have necessary documentation on file.
· Customer Service
Educate clients on insurance products and service any personal lines client via phone, email, fax, mail and in person office visits. This will include billing inquiries, processing endorsements, submitting claims to the carrier, performing renewal reviews, providing FS-1/DL123/ID Cards/Evidence of Insurance, etc.
· Claims
Report claims for our clients to the carrier and provide guidance and assistance throughout the process. This may include contacting the adjuster on behalf of our clients.
· Retention
Remarket as necessary with various carriers, either at renewal or mid-term if necessary and/or making suggestions for their current policy to match our agency’s standards.
· Documentation/Data Entry in EPIC
Document all activity with each client in EPIC (our AMS). This includes all conversations (email, phone conversations, in-person visits, etc.). This also includes inputting new policies, policy changes, cancellations, trailing documents (such as applications, coverage rejection forms, LPR’s, FS-1/DL123, roof invoices, POA documents, etc.) in EPIC.
· Knowledge
Learn and maintain knowledge of the various underwriting practices of several insurance carriers as well as our own agency standards. Maintain CE requirements and participate in ongoing education regarding current industry practices, new product information, legislation, coverages and technology.
· Teamwork
Must be a team player willing to help with each other’s clients as necessary and collaborate accordingly.
Qualifications:
- Possess current P&C License with a minimum of 1 year experience as a Personal Lines Account Executive.
- Epic Experience Preferred
- Possess a valid driver’s license and a source of reliable transportation.
About Us
As an employee-owned company founded in 1919, Morrow Insurance believes that people are what make an organization successful. To deliver on our promise of exceptional customer experience, we know that our employees must have a passion for, and technical understanding of the insurance business.
Flexible work from home options available.
Compensation: $55,000.00 - $90,000.00 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.
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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)