Account Executive Business Insurance

ACCOUNT EXECUTIVE - BUSINESS INSURANCE

PRIMARY ROLE:

Day-to-day maintenance and servicing of assigned Business insurance accounts including but not limited to:

• Maintaining a high level of client service and satisfaction
• Marketing & placement of renewal accounts as appropriate
• Achieving agency account retention goals through proactive accountrounding up-selling of limits andcoverageand by providing extraordinaryclient service

BENEFITS:

• Paid Time Off program
• 401k Program with Employer Contribution
• Employer paid Medical Insurance for Employee; dependent coverage is available at the expenseof the employee
• Employer contributions into aHealth Savings Account if on the Medical Insurance
• Employer paid Dental Short-Term Disability Long-Term Disability and Life Insurance programs
• Flexible Spending Account availability
• Opportunity to Work from Home after eligibility period is met
• Discounted membership fees to Greater Dayton YMCA
• Other voluntary type benefits available via payroll deduction

QUALIFICATIONS & EDUCATION:

• Currently have or able to earn Property & Casualty licensing through the State of Ohio and any/all other appropriate state license(s) required.
• Currently have or able to be appointed to represent Agencys insurance carriers.
• Extensive knowledge of commercial insurance includingsophisticated and less commoncoverages especially for thoseproductsrepresentedthrough the agency.
• Thorough knowledge of claims handling commercial lines rating agencymanagement system and applicable insurance laws/codes.
• Experience and expertise in operating in an electronic environment through the use of excellent automation skills
• Familiarity with risk assessment and risk managementtechniques
• Possess excellent time management organizational and communication skills
• Ability to multi-task and prioritize work on a constant basis
• High degree of self-motivation and self-direction
• Available to work overtime if necessary or needed as dictated by work load

DUTIES:

• Support Producers sales efforts by handling accounts through policy issuance.
• Perform annual review and risk exposure analysis of renewal policies for proper coverage incorporating information obtained from client
• Maintain electronic client files and ensure proper documentation by processing all policies endorsement changes invoices binders certificates of insurance documentation activities Agencys management system per Agency procedures.
• Manage expiration lists and agedreceivables in accordance with agency guidelines.
• Respond to client inquiries and correspondence inaccordance with agency guidelines
• Review all items to be processed to ensure items were received as ordered.
• Maintain current knowledge ofunderwriting requirements of carriers. Keep current with industry trends byattending Agency approved continuing education classes and attending Agency run meetings and education sessions.
• Be an advocate for Agencys other departments when interacting with clients and provide support and assistance to other departments when necessary
• Support the Agencys overall mission within the communities it serves through community and civic involvement.
• Maintain all required state licensing and company appointments as required.
• Participate in any special projects at managements request.

We are an equal opportunity employer and prohibit discrimination/harassment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.