Senior Account Executive

We are seeking a driven, relationship-focused professional to join our agency as an Insurance Sales & Growth Specialist. This role combines new business production with client retention and growth strategies, including cross-selling, account re-shopping and service on current book of business

This role has tremendous opportunity for career growth and would love to have someone ready to work hard and dig in deep!

Personal Lines Experience and P&C License Required

Key Responsibilities

1. Cross-Selling & Account Growth

• Review existing client accounts to identify coverage gaps
• Recommend additional products (home, auto, umbrella, and life)
• Increase household/account penetration and overall client satisfaction.

2. Re-shopping & Retention

• Proactively remarket existing policies to ensure competitive pricing and coverage
• Monitor renewals and manage retention strategy

3. Operations Support

• Assist in maintaining organized workflows, CRM updates, and policy tracking
• Support daily office operations and client service standards
• Ensure compliance and documentation accuracy

4. New Business Production

• Prospect, quote, and close new personal Insurance
• Generate leads through outbound activity, networking, and referrals
• Represent the agency in the community and at networking events

Qualifications

• Insurance license (P&C required; Life Preferred or willingness to obtain)
• Strong communication and sales skills
• Self-motivated with the ability to manage multiple responsibilities
• Experience in insurance required

Compensation Structure

• Base Salary 65K
• Performance-based bonuses tied to growth metric.

Benefits:

• Health insurance
• Paid time off

Experience:

• Personal Lines : 2 years (Preferred)

License/Certification:

• P&C License (Preferred)

Work Location: In person