Posted in Other 23 days ago.
Position Title: Personal Lines Account Executive
Business Unit: INSA
Reports to: Director of Personal Lines
This position is primarily responsible for selling Personal Lines insurance and supporting the sales and servicing for Personal Lines. The incumbent is responsible for meeting new business sales goals as well as business development activities to assist in meeting those goals. Additional responsibilities include processing applications, reinstatements, and various servicing functions on existing policies under a book of business.
Sells Personal Lines insurance policies to individuals on behalf of insurance companies and clients. Explains features, advantages and disadvantages of various policies to promote sale of insurance plans and to customize for the client.
Performs business development activities including prospecting to the lines of business partners in Mortgage, Private Banking, Wealth Management and Retail Bank as well as agency partners and other sources.
Services existing clients including policy review and responding to service needs. Performs administrative tasks including customer inquiries, claims, mail processing and database records maintenance according to all appropriate regulations and procedures.
Attends meetings, seminars and programs to learn about new products and services, learns new skills and receives technical assistance in developing new accounts.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in personal insurance preferred.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Property and Casualty License required
Insurance Designation Preferred
Physical Requirements or Work Conditions Beyond Traditional Office Work: