Personal Lines Account Executive

Job Purpose

This position is a hybrid sales and service role designed to support the expansion of Crest's Personal Lines presence in the Las Vegas market. The Account Executive will play a key role in establishing and growing Crest's Personal Lines presence in the Las Vegas market through sales activity, relationship development, and high-quality client service.

This role is intended for an experienced Personal Lines professional who is interested in in a sales-focused role. As the first dedicated Personal Lines presence in this market, the Account Executive must be comfortable operating independently, representing Crest professionally, while exercising independent judgment in coverage placement, client advocacy, and sales execution.

Essential Responsibilities

Sales & Business Development

• Actively develop new Personal Lines business through referrals, cross-sell opportunities, and outbound relationship building


• Own and manage new business opportunities from initial contact through close


• Prepare, present, and close Personal Lines proposals


• Identify coverage gaps and recommend appropriate solutions to prospects and clients


• Build strong referral relationships with internal partners and external sources


• Represent Crest professionally within the Las Vegas market and broader community

Account Management & Retention

• Manage and service assigned Personal Lines book of business


• Maintain strong retention through proactive renewal reviews and remarketing


• Perform endorsements, policy changes, and day-to-day servicing as needed


• Conduct coverage reviews and round accounts to improve client outcomes


• Provide claims reporting, follow-up, monitoring, and advocacy on behalf of clients


• Ensure accurate documentation and adherence to agency workflows and Best Practices

Carrier & Market Management

• Prepare submissions, analyze coverage, and negotiate terms with carriers


• Request and evaluate quotes to ensure appropriate coverage and pricing


• Communicate effectively with underwriters to resolve questions and place coverage


• Maintain strong carrier relationships to support both service and sales efforts

General Responsibilities

• Act independently and exercise discretion in performing work that impacts business operations


• Utilize agency systems and technology accurately and efficiently


• Follow agency standards of excellence and error prevention practices


• Develop and maintain strong interdepartmental relationships


• Perform other duties as assigned

Technology & Systems

• Applied EPIC agency management system


• Personal Lines rating platforms (e.g., EZLynx)


• Microsoft Outlook, Word, Excel, Teams


• Carrier websites and portals


• Adherence to agency workflows, procedures, and data accuracy standards

Qualifications

• Five (5) or more years of Personal Lines insurance experience


• Active resident state Property & Casualty license required


• Ability to obtain and maintain non-resident licenses as required


• Demonstrated experience in both servicing and selling Personal Lines insurance


• Strong communication, negotiation, and relationship-building skills


• Ability to work independently and manage competing priorities

Professional insurance designations (CPCU, CIC, AAI, ARM) preferred.