Job Description

COMMERCIAL INSURANCE ACCOUNT EXECUTIVE  

SUMMARY:

Established agency seeking a result driven Commercial Insurance Account Executive.

RESPONSIBILITIES:

• Service and maintain all aspects of a variety of commercial accounts.
• Responsible for renewal marketing of existing accounts.
• Ability to make presentations and consult with clients.
• Develop and maintain strong relationships with clients.
• Identify cross marketing opportunities.
• Round out accounts.
• Review applications and policies for accurate information.
• Strong knowledge of Property, General Liability, Workers Compensation, Auto and Umbrella coverage.
• Ability to identify and recommend insurance gaps.
• Preparing reports and proposals.
• Ability to delegate appropriate work load to account managers and assistants.
• Oversee general processing - claims reporting, auto ID cards, Certificates of Insurances, Binders, etc.
• Remarket accounts upon renewal to our direct markets and to our broad array of wholesalers to obtain the most competitive quotes with the best coverages.
• Ensure accounts renew in a timely fashion without lapse in coverage.
• Interact with clients on an everyday basis.
• Process certificate requests, policy checking, recommendations, Auto ID cards etc.
• Accept and process endorsement requests from policyholders. 
• Provide recommendations made by the carrier to the policyholder and forward compliances to the carrier upon completion of the recommendations.
• Maintain relationships with Agency Producer & Underwriters at our direct carriers and wholesalers.

QUALIFICATIONS:

• Bachelor’s degree required.
• Proficient with Microsoft Word and Excel.
• Knowledge of Applied Systems or similar agency management system.
• Strong communication and verbal skills.
• Strong technical & math skills.
• Must be a team player.
• Organizational skills is a must.

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