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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 Rockingham, NC. 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 main point of contact for the client. Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
  • Assists with the strategic design of insurance plans for clients with little to no supervision.
  • Acts as field underwriter and authorized representative of insurance carriers to determine whether coverage should be bound.
  • Strategically assists in remarketing of renewals to ensure a high level of account retention.
  • Oversees preparation of proposals for 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.
  • Prepares summaries of insurance and schedules. Supports client needs by accurately producing binders, certificates, policies, endorsements and other related items.
  • Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.

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 Executive, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist