Commercial Lines Account Executive

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 coveragesManage workflow of assigned book of business and delegate workflowMaintain accounts in accordance with organizational guidelinesService and monitor account activity.Call existing insured to compliment or “round out” personal accounts.Work strategically with sales staff to optimize relationships and protect client’s 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

10+ Years working with middle market accounts in agency environmentAbility to meet/w clients and discuss insurance mitigation strategiesMust be organizedAbility to delegate workflowAbility to multi taskStrong math & technical

skills