As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients/prospects. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs. The Personal Lines Sales Executive will be responsible for growing a portfolio of personal insurance clients.
Day-to-day tasks include providing tailored insurance solutions, educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. Sales Grow a Book of Business specific to the Homeowners Personal Lines Insurance Department -- Including Auto of Homeowners Adhere to and meet/exceed performance metrics identified by the brokerage Follow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy. Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client's needs first.
Be familiar with, and follow, company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.). Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage. Collection of all outstanding underwriting requests from customers.
Maintain, update, and organize all data; Request cancellation of all overdue/unpaid accounts. · Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach. Report any problems on potential lost accounts before occurrence to the Director of Retention or President Report all potential bad debts immediately to the Director of Retention or President Office Support Utilize the SIA, PowerPoint, Excel, Word, All Insurance Portal programs RIBO or AIC - Level 1 or 2 Licensed Insurance Agent \~Ability to drive sales and growth This job operates in a professional office environment.
