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. The role also involves cross-selling additional services and ensuring client satisfaction.
Sales
- Grow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of Homeowners
- Cross-sell or up-sell other products and services the brokerage offers to new and existing clients
- Adhere to and meet/exceed performance metrics identified by the brokerage
Process
- Maintain positive and proactive relationships with all stakeholders in the process
- 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.
Customer Service
- Be familiar with, and follow, company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.).
- Respond to and address all client inquiries and requests promptly.
- Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage.
- Collection of all outstanding underwriting requests from customers.
- Obtain and share underwriting information, as required.
- Maintain, update, and organize all data; electronic & paper filing systems utilized by the department/organization
- Provide clear instructions to CSO (Client Service Officer) team for all transactions. · 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.
Team Support
- 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
- Take all steps to prevent Errors & Omissions, and report any potential E&O to the Director of Retention or President
- Escalate concerns/ issues to President; keep Director of Retention or President abreast of department activities
- Supervise and check the processing of the Customer Service Representatives to ensure accuracy.
- Attend and participate in Team meetings, general staff meetings and company functions
Office Support
- Lead, attend & participate in weekly Team L10 meetings, general staff meetings, company functions, and attended Chamber of Commerce Events or other industry events;
- Utilize the SIA, PowerPoint, Excel, Word, All Insurance Portal programs
- And other related duties as assigned
Knowledge and Experience
- RIBO or AIC - Level 1 or 2 Licensed Insurance Agent
- 3+ years of experience within an insurance environment or professional business environment.
- 3+ of experience within a team environment in a customer service position.
- Ability to drive sales and growth
This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
