Account Executive- Commercial Lines

Growing privately owned insurance Firm seeking a Account Executive experienced managing a large book of business and servicing middle market and large commercial accounts.

growth opportunities
100% paid benefits by employer
Bonus's
comm plan
5% 401k match

Commercial Lines account executive will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.

Qualifications

• Knowledge on all lines of business including General Liability, Workers Compensation, Commercial Auto, Commercial Property, etc.
• Accurately file and maintain client data and activities in the agency management system
• Collect all information needed for quotes
• Shop new and renewal business accounts through insurance market within agency timelines and deadlines
• Use our Superior variety of Carriers to multi-line up-sell current book of business.
• Market accounts to insurance carriers and/or provide required information to Commercial Sales Agents.
• Finalize and confirm all needed items and documents prior to reaching out to insured
• Make and receive calls to agency insureds in a professional and courteous manner
• Independent servicing of assigned book of business.
• Other duties as assigned

Competencies

• Understanding of Commercial Insurance Rating Factors
• Communication proficiency in person, by phone and through emails with team members and insureds
• Ethical Conduct
• Flexibility
• Initiative
• Excellent Time Management

Education and Experience

4-40 Insurance license / Customer Service

P&C license

High School Diploma

2+ Years in a professional office environment

Proficiency with Microsoft Outlook, Word, and Excel

Preferred Education And Experience

4 Year college degree

Proficiency with Vertafore AMS360 a plus