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Personal Insurance Account Executive

Personal Insurance Account Executive

LAWLEY AGENCY, LLCRochester, NY, US
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Job Description

Job Description

These are the fun damental components of the job :

  • Using in-house leads, this position will cross sell, consult and sell new Personal Lines accounts as well as cross sell and develop centers of influence (COI’s) in a timely manner
  • Refer current and prospective clients to Commercial and Employee Benefit lines for cross sell opportunities
  • Recommend appropriate coverages for clients and preparing rating quotes (PL Rater) and proposals; present to prospective and existing clients
  • Complete applications and related documentation for timely submissions to appropriate carriers

Other fun ctions of the job :

  • Expand and grow in your role when supporting miscellaneous duties as requested
  • Skills / traits that we value for this role :

  • At least three years of experience in a similar or related position
  • Property / Casualty License
  • Excellent sales and negotiation skills with a customer service focus
  • Relevant knowledge of personal lines insurance products, underwriting procedures, and insurance documents
  • Microsoft Office experience and ability to navigate windows driven software
  • Ability to work well independently and on a team
  • Incredible attention to detail and organizational skills
  • Open to continuing education, college degree preferred
  • Positive attitude, even in a fast-paced environment
  • A passion to make customers and coworkers feel important and valued
  • Capability to work quickly and efficiently
  • Methodical, yet swift decision-making skills
  • Precise verbal and written communication skills, even under time constraints
  • A bit about Lawley!

  • We are not a call center environment
  • We achieve success by building genuine relationships together, with our teams and clients
  • We are a family owned insurance broker (70+ years!)
  • We are deeply committed to the communities we serve and love to get involved
  • We work hard and play hard!!!
  • Why Lawley?

  • Competitive salary and referral bonuses!
  • Expansive Benefits (Medical, Dental, Vision—and SO many more)
  • 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
  • Company 401K contribution received starting Day 1 (for participants 21+ years old)
  • Educational support, career development, and growth opportunities
  • Job Security (we’ve never had a lay-off, even during the pandemic)
  • Flexibility, including hybrid schedules! Business hours 8am-4 : 30pm
  • Comfortable, family-oriented culture, with an emphasis on work life balance
  • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
  • Fulfilling opportunities that align with your career path and our business needs
  • The compensation range for this position takes many factors into consideration including but not limited to : years of experience / training, skill set, and licenses / designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $51,498.15 to $85,830.25.

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    Insurance Account Executive • Rochester, NY, US

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