Private Client Account Executive

General Description:

Sales, servicing, retention and rounding of Personal Insurance accounts, according to agency procedures and standards. Ideal candidate will be an energetic self-starter, who works well in a highly automated, team environment.

Major Responsibilities:

New Business Sales and Account Rounding

  • Ability to create centers of influence that will refer new business to the agency 

  • Actively solicits and processes additional lines of coverage for all accounts working to grow book of business.

  • Ability to provide basic information on all Lykes Insurance services and direct clients accordingly.


  • Ability to handle complex accounts.

  • Ordering and processing renewal and change requests with an emphasis on Personal Insurance Risk Management.

  • Prepares review letters on an annual basis, offering recommendations to clients based on analysis of clients insurance needs.

  • Assists clients with reporting claims.

  • Works to ensure that the agency retention goals are met. Acting proactively to retain accounts

Team Work

  • Maintains a courteous and effective relationship with clients, co-workers, carriers and other business contacts.

  • Ability to share knowledge and skills with others.Professional Development

  • Remains informed regarding industry information, new product information, legislation, coverage’s and technology.

  • Professional Designation encouraged

Desired Skills and Experience:

3 or more years of Personal Lines Agency experience in a highly automated, electronic filing environment, with the ability to handle complex accounts.  2-20 license required.  Applied EPIC background highly desirable. Good interpersonal skills and customer service orientation essential. We're looking for someone who wishes to advance their insurance career, and is willing to commit to a company-sponsored professional development plan to achieve that goal.

Lykes Insurance is an equal opportunity employer. We take pride in the diversity of our staff, and seek diversity in our applicants. If you are interested in a challenging career working within a group of dedicated professionals, please send a cover letter and resume to Greg Fraley.