Commercial Lines Account Executive
INSURANCE - COMMERCIAL LINES ACCOUNT EXECUTIVE HL Lee Insurance Services - Acrisure Agency Partner New York, NY 10013 [located in lower Manhattan/Chinatown] Benefits Offered 401K, Medical, Dental, Vision, Life Employment Type Full-Time JOB FUNCTION: CL Account Executive to review, manage & advise clients on business insurance products and programs Process new applications & renewals for CL accounts: · Obtain data for the completion of new & renewal applications · Review coverages for adequacy · Obtain signatures for applications · Assemble all lines of coverage for renewal · Discuss exposure changes with insureds · Suggest new coverages currently not included in the insurance program · Market program for competitive quotes · Negotiate quotes and proposals for the best offer · Attend business functions to prospect & produce new business · Make presentations to current and new insureds · Meet with current accounts to bond and solidify business relationships · Make occasional business trips SKILLS & QUALIFICATIONS · Work experience in CL P&C insurance · Bilingual English & Mandarin Chinese a plus · NYS P&C license · Working knowledge of Applied EPIC systems · Strong organizational and time management · Self-directed and ability to prioritize workflow · Strong written & verbal communication · Ability to work both individually and with team · MS Office, Internet & Mobile apps Company Description HL Lee Insurance Services has a nationally recognized reputation as a full service insurance brokerage/agency with licenses in over 30 states and a presence in New York City (home office) , Northern California and Southern California. You may visit our website at www.leeins.com to learn more about our firm's background and history. We are looking for an enthusiastic team player with attention to detail and interfacing with clients, insurance companies and accounting professionals.
HL Lee Insurance Services has a nationally recognized reputation as a full service insurance brokerage/agency with licenses in over 30 states and a presence in New York City (home office) , Northern California and Southern California. You may visit our website at www.leeins.com to learn more about our firm's background and history. We are looking for an enthusiastic team player with attention to detail and interfacing with clients, insurance companies and accounting professionals.