Personal Lines Account Executive

Company Description

Rosier Insurance is committed to helping clients protect their assets through tailored insurance and risk transfer solutions for both individuals and businesses. As an independent agency, we collaborate with multiple insurance companies to offer clients the best value through a range of coverage and pricing options. Our professional staff is dedicated to delivering excellent, concierge-level customer service. Whether you need comprehensive coverage or guidance during a complex claim, we provide trusted, personalized support.

Role Description

This is a full-time hybrid role for a Personal Lines Account Executive, based in Bonita Springs, FL, with flexibility for some remote work. The Personal Lines Account Executive will manage and grow a portfolio of client accounts, assist clients with their personal insurance needs, and ensure a seamless experience by coordinating claims, renewals, and other services. Day-to-day responsibilities also include providing expert recommendations, responding promptly to inquiries, and maintaining accurate client records.

Qualifications

• Proficiency in customer relationship management and interpersonal communication
• Knowledge of personal lines of insurance, risk management, and claims handling
• Strong organizational skills and attention to detail in managing multiple accounts
• Technical skills with insurance agency management software and Microsoft Office Suite
• Ability to meet deadlines and provide proactive solutions to clients
• Florida 2-20 and relevant certifications are preferred
• Bachelor's degree in Business, Finance, or related field is a plus