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Personal Lines Account Executive

System Search, Inc. is seeking an Account Executive with direct experience with Personal Lines Insurance Accounts for a position in Patterson, NY. The primary focus of the Account Executive will be to serve as the primary business contact, responsible for client satisfaction while consistently providing excellent customer service, as well as representing client needs and goals within the organization to ensure quality. The Account Executive will be responsible for providing accurate and responsive management on more complex accounts while supplying leadership in a team environment. In addition, the Account Executive will build relationships with clients to encourage new and repeat business opportunities.
Position Summary:


  • Serves as client advocate and a primary point of contact for assigned accounts
  • Develops professional business relationships with all clients and demonstrates a clear understanding of the client’s core business
  • Manages client expectations, service commitments, and anticipates needs of the client
  • Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures
  • Analyses personal lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control
  • Works with larger and complex accounts and assists clients with the strategic design of insurance plans
  • Acts as field underwriter and authorized representative of the insurance carrier in order to determine if coverage should be bound. Binds coverage as appropriate
  • Strategically remarkets renewals to ensure a high level of account retention

Prepares proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.

  • Determines and communicates various options for billing and invoicing
  • Provides service to current and new clients by informing and educating them concerning policy coverage and/or changes in an automated environment
  • Assists clients in submitting first reports of claims by obtaining adjusters or visits from agency staff (i.e. Claims Advocate).
  • Facilitates the prompt response from carriers and their staff in an effort to work toward a settlement of all claims
  • Reviews audits of policies and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed.  Proactively communicates with client any significant audit differences and determines the need for further action
  • Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency’s financial equity

Qualifications & Experience:


    • 10 Years Account Management experience in Personal Lines Insurance
    • Independent Agency Experience Preferred
    • Property & Casualty License
    • College Degree Preferred
    • CPCU and/or CIC Designations preferred
    • Strong analytical and mathematical skills
    • Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures

    Other Job Titles considered include Account Manager, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist