Acentria Insurance · 1 day ago
Personal Lines Account Executive
Lakeland, FL
Full-time
Hybrid
Entry, Mid Level
2+ years expAcentria Insurance is part of Foundation Risk Partners, a rapidly growing insurance brokerage and consulting firm in the US. The Personal Lines Account Executive will be responsible for marketing new accounts, processing renewals, and handling client claims while providing excellent account servicing.
Auto InsuranceCommercial InsuranceEmployee BenefitsHealth InsuranceInsuranceLife InsuranceProperty Insurance
Responsibilities
Reviewing clients and prospects' existing coverage's; identifying gaps/weaknesses in coverage and offering solutions
Cross-selling and account rounding whenever possible along with asking for referrals
Working in a team environment with the goal of growing our business profitably
Become proficient in our Agency Management System and other personal lines related systems
Utilizing technology and systems to educate, communicate and engage clients year-round
Familiarize yourself with our other business units and products/services offered by the agency for cross-sell opportunities
Meet with carrier reps and maintain a working knowledge of their target markets and product offerings
Ensuring new business quotes/submissions, renewals and endorsements are complete and processed in a timely manner
Engage with underwriters, as needed, on new business and/or renewal issues
Document and update customer records based on interactions
Qualification
Required
Minimum of 2+ years previous experience in a personal lines account executive or account manager position
20-44 or 2-20 License
Ability to build a rapport with clients and prospects
Positive and professional demeanor
Excellent written and verbal communication skills
Preferred
Prior experience with Applied EPIC and QuoteRUSH a plus
Benefits
Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Acentria Insurance
Acentria Insurance is an insurance company specializing in property and casualty insurance services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Mason
Chief Executive Officer & Co-Founder
Recent News
Company data provided by crunchbase