Personal Lines Insurance Account Executive

The Allen Thomas Group, a fast-growing national insurance agency, is seeking an experienced, sharp, and adaptable Personal Lines Insurance Account Executive to join our innovative team.

In this pivotal role, you will manage our current personal insurance clients while driving growth in cross selling our commercial lines clients.

The ideal candidate is an insurance professional with a proven track record, ready to take on new challenges and shape the future of our personal lines department.

We are revolutionizing the personal and commercial insurance landscape through cutting-edge technology and innovation.

Breaking away from the industry's traditionally slow, outdated processes, we develop solutions to make insurance more transparent, efficient, and informative for individuals and business owners nationwide.

• Handle client inquiries and educate them on our customer care center's value

• Conduct renewal reviews with top clients and implement systematic cross-selling

• Transition current book of business to customer care centers

• Implement a proactive referral process

• Process and convert leads that come from our marketing channels

• Utilize Epic software

• Advise current commercial insurance clients about personal lines services

• Construct SOPs for the personal lines department

• Assist in identifying and hiring team members to facilitate growth

• Collaborate with marketing to develop customer acquisition strategies

• College education and minimum 5 years in personal lines insurance

• Experience with Epic software, and national quoting platforms

• Insurance designations encouraged

• Nationwide understanding of insurance markets and multi-state policy writing

• Strong communication, leadership, and problem-solving abilities

• Enthusiasm, positive attitude, and intellectual agility

• Proficiency in client education, renewal reviews, and systematic cross-selling

• Quote rate, contract rate, loss ratio

• Average policy size and revenue per client

• Client satisfaction and retention rates

• Underwriting cycle time and discipline

• Remote or hybrid position with flexible work arrangements

• No travel, Monday-Friday 8:30 AM-5 PM schedule

• Collaborative culture emphasizing shared wins

• IRA plan, health/dental/vision benefits, paid vacation/flex time

• Promising career growth in a growing organization

Submit your resume and cover letter detailing your experience in personal lines insurance.

The Allen Thomas Group is an equal opportunity employer.

$70,000 - $100,000 plus opportunity to earn new business commission on leads closed from our marketing channels.

Join our mission to provide tailored insurance solutions and exceptional service nationwide!