Personal Lines Client Executive | Darien

Darien ,

Client Executives are primarily responsible for prospecting, networking, and selling new personal lines business while creating and maintaining strong relationships with customers, underwriters, and other industry professionals. The secondary responsibility is to utilize knowledge and experience to mentor inexperienced sales professionals as needed.   


  • Maintain a Property & Casualty license along with keeping up with Continuing Education.
  • Understanding and following the Cross Basic Procedure Manual.
  • Understanding and following the Personal Lines Workflow Manual.
  • Only using approved Action Codes in AMS 360.
  • Meeting annual sales goal.
  • Following up and completing open suspense’s daily.
  • Servicing and selling personal insurance products to prospective and existing clients.
  • Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service centers, and claims representatives).
  • Providing quality customer service to existing and prospective clients.
  • Staying up to date on new insurance products and market/industry trends.
  • The ability to understand and analyze insurance coverage and policy forms.
  • Strong written, oral and phone communication skills
  • Organize, set, and maintain priorities
  • Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater.
  • Ability to present, educate, and close on all personal lines’ insurance products.
  • Use lead and target lists to establish contacts and schedule appointments.
  • Meet with prospective clients.
  • Solicit referrals from existing clients.
  • Proven ability to network and develop lead sources.
  • Conduct sales presentations with the intent of selling an insurance product.
  • Proven quote to close ratio on fully rounded accounts.
  • Perform other duties as assigned.
  • Responding to billing inquiries, conducting renewal reviews, answering coverage questions and making coverage recommendations


  • Holds a P&C Insurance License
  • At least 5 years of insurance agency experience with managing accounts up to 10K in premium
  • Must be proficient with endorsement processing and quoting in the carrier sites for the following:  ASI / Cincinnati / Hanover / Mapfre / Narragansett / National General / Main Street America / Progressive / Safeco / Travelers / Hartford
  • Experience with quoting/issuing/servicing E&S business via an external broker is preferred
  • Applied EPIC is preferred for Agency Management Experience but not required

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