Tanner, Ballew and Malloof, Inc.

Personal Lines Account Executive

The Personal Lines Account Executive is responsible for soliciting new business and maintaining existing client relationships targeting high net worth clientele. 

Key Responsibilities (other duties may be assigned):

· Develop risk management plans to meet client needs with respects to coverage and cost

· Quote and issue new business

· Provide consistent, accurate, and timely communication to clients

· Account rounding and retention of existing clients

· Remain informed regarding industry information, legislation, and new technology

· Gain referrals from existing client base

· Understand contracts, carrier products and coverage forms

Professional Experience/Qualifications:

· Minimum of 3-5 years personal lines insurance experience with high net worth clientele

· Experience with a variety of major insurance carriers

· Valid P&C License

· Proficiency with MS Office applications

· Excellent analytical, organization and multitasking skills

· Strong work ethic and attention to detail

· Exceptional verbal and written communication skills

· Experience with Applied Epic is preferred but not required

Interested candidates should email their resume to insurance@tbmins.com.