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Otterstedt Insurance Agency · 17 hours ago

Personal Lines Account Executive

84 Broadway, Denville, NJ, USA

Full-time

Onsite

Mid Level

3+ years exp

Otterstedt Insurance Agency is a leading provider of innovative insurance solutions since 1919, dedicated to exceptional customer service. They are seeking a Personal Lines Account Executive to manage client relationships, ensure high-quality service, and assist clients in selecting tailored insurance policies.

ConsultingFinancial ServicesInsurance

Responsibilities

Manage a portfolio of clients, acting as their primary point of contact for insurance-related needs

Provide exceptional customer service and advice to clients on policy options, renewals, claims, and coverage adjustments

Review and assess client accounts to identify opportunities for coverage enhancements or cost savings

Develop strong relationships with clients, ensuring their satisfaction and retention

Coordinate with internal teams and insurance carriers to ensure smooth policy administration

Ensure compliance with industry regulations and internal policies

Support new business development and contribute to team goals

Qualification

Insurance industry experienceP&C licenseClient relationship managementApplied EPICMicrosoft Office proficiencyCommunication skillsProblem-solving abilitiesAttention to detailInterpersonal skills