Insurance Account Executive - Personal Lines

Insurance Account Executive - Personal Lines

Zions Insurance Agency is a wholly owned subsidiary of Zions Bancorporation, N.A. Zions Bancorporation is one of the nation's premier financial services companies, and Zions Insurance Agency is an independent insurance agency providing risk management solutions with a focus on customer service. Our insurance professionals help assess client needs, navigate the market, and deliver a custom solution. Become a member of our team and see what Zions Insurance Agency can do for your career.

We are currently looking for an Insurance Account Executive - Personal Lines. This position will be located at our downtown Salt Lake City, UT location.

Ideal candidates will have the skills and experience necessary to:

• Responsible for planning and strategies to retain and expand current customer relationships.
• Responsible to build and maintain effective long-term relationships with a defined customer base to ensure a high level of satisfaction and increased revenue.
• Ensures high-quality customer service and issue resolution.
• Assists with client engagement activities, including identifying requirements and putting together proposals.
• Assists with maintenance of data management systems
• Ensures goals and objectives of the team are met.
• Ensures all applicable regulations, policies, and procedure are followed.
• Stays abreast of the regulatory environment and market trends in the insurance industry.
• Other duties as assigned.

What you need to bring to the table:

• Requires a College Degree and 4+ years in the insurance industry with underwriting, sales, account management, or other directly related experience.
• Insurance licensing required. A combination of education and experience may meet job requirements.
• Extensive knowledge of personal insurance underwriting with high net worth carriers.
• Strong sales and client relationship and communication skills, both verbal and written.
• Ability to assess risk needs of complex consumers and recommend insurance solutions.
• Proven analytical, marketing and organizational skills.
• Capability to do the work of the group.
• Ability to set and maintain high quality work standards.
• Ability to lead and train lower level staff.
• Ability to deal effectively with people in various job capacities.
• Sound problem solving and collaboration skills.
• Proficient in MS Office (Excel, PowerPoint, Word etc.)

Benefits:

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays.
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
• Mental health benefits including coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
• Employee Ambassador preferred banking products.