Independent Insurance Agents of North Carolina, Inc. (IIANC)

Account Executive

• Manage and develop an existing book of personal lines business, focusing on client retention, renewal preparation, and relationship management.
• Anticipate client needs and identify opportunities to improve coverage and protect evolving assets and lifestyles.
• Handle client inquiries and account needs in person, by phone, online, and through written communication.
• Provide timely follow-up and ensure client requests and account activity are handled accurately and professionally.
• Present policies and coverage recommendations, explaining coverage options, limits, deductibles, exclusions, and premiums.
• Identify, qualify, and pursue new personal lines opportunities.
• Develop new business through referrals, networking, prospecting, account rounding, cross-selling, and re-engagement of former clients.
• Prepare insurance proposals and quotations, communicate coverage options, and close new business.
• Process and bind coverage and follow up on inspections, photographs, documentation, and underwriting requirements.
• Monitor performance metrics and sales activity to achieve individual and agency goals.
• Maintain accurate documentation of sales and account activity.
• Collaborate with colleagues and contribute to a positive, team-oriented environment.
• Share knowledge, answer questions, and provide guidance to team members.
• Participate in team meetings, training, and agency initiatives.
• Follow agency processes and contribute ideas for continuous improvement.
• Stay current on industry trends, carrier products, underwriting guidelines, legislation, technology, and coverage developments.
• Continuously expand insurance knowledge and professional skills.

Personal Lines Account Executive