Commercial Lines Associate Account Executive
Commercial Lines Associate Account Executive
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$ 70000 - 80000
1 Vacancy
Job Description
Job Description
Commercial Lines Associate Account Executive
Compensation Package
- Base Salary: $70000 $80000 annually (based on experience)
- Competitive benefits package paid time off professional development opportunities etc.
Position Summary
A Commercial Lines Associate Account Executive is needed to support account management and servicing responsibilities. This role requires independent judgment and discretion contributing to the departments success in Commercial Lines. Candidates must hold an active P&C (Property and Casualty) insurance license.
Key Responsibilities
- Support Account Executive in maintaining strong retention of an existing book of business
- Review policies and endorsements request changes from carriers as needed
- Act as the first point of contact to resolve client billing issues and respond to coverage inquiries
- Manage invoicing endorsements and maintain accurate system records
- Prepare specifications and applications for marketing renewals and new business
- Track open client items to ensure deadlines and deliverables are met
- Identify exposures to loss and recommend appropriate coverage in collaboration with the Account Executive
- Order and issue binders certificates policies endorsements audits and related documents
- Prepare summaries of insurance schedules and supplemental applications
- Participate in renewal strategy marketing and carrier negotiations
- Coordinate with Account Executive and team on billing and financing
- Attend client and prospect meetings as needed and assist with proposals
- Develop and maintain strong carrier and market relationships
- Provide mentoring and training support to junior team members as applicable
Qualifications
- Bachelors degree with at least 2 years of experience or 5 years of insurance experience preferred
- Holds an active P&C (Property and Casualty) insurance license
- Strong knowledge of insurance products markets and underwriting procedures
- Proficiency with Microsoft Office Suite and agency management software
- Excellent communication presentation and organizational skills
- Ability to manage multiple priorities independently and as part of a team
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
Employment Type
Full-Time
