Job Description
Commercial Insurance Account Executive
Summary:
Established agency seeking to hire a Commercial Insurance Account Executive.
Job Duties:
- Full Knowledge of insurance products and usages
- Ability to advise and consult with clients re: their insurance coverages
- Manage workflow of assigned book of business and delegate workflow
- Maintain accounts in accordance with organizational guidelines
- Service and monitor account activity.
- Call existing insured to compliment or round out personal accounts.
- Work strategically with sales staff to optimize relationships and protect clients business.
- Perform special projects as directed by the VP Commercial Lines.
- Review policies and coverage for accuracy and rating calculations.
- Process endorsements placement requests and invoicing.
- Complete and prepare certificates proposals policy summaries and reviews.
- Develop and maintain excellent relationships with our partners carriers and vendors.
- Responsible for marketing process & quoting new and renewal business
Qualifications:
- P&C licensed
- 10 Years working with middle market accounts in agency environment
- Ability to meet withclients and discuss insurance mitigation strategies
- Must be organized
- Ability to delegate workflow
- Ability to multi task
- Strong math & technical skills
Compensation Package:
- Compensation: Between $100K-$150K (based on experience).
- Competitive benefits package paid time off professional development opportunities etc.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
IC