VP, Commercial Lines

3 weeks ago


Cleveland, United States Alpine Solutions Group Full time

MUST:

  • 5+ years of commercial lines experience minimum
  • 5+ years as an account executive in commercial lines min
  • Comes from agency side not carrier side
  • P&C license in Ohio
  • Comfortable with small and large accounts
  • Experience Issuing coi’s, handling claims, handling renewal marketing process, being face to the client
  • Must be client facing
  • Experience with knowing the marketplace. – knows and works with the insurance carriers. Works with multiple carriers.
  • Someone who can handle multiple policies at once.
  • Good with working for a Family owned insurance company.



DAY TO DAY: Our client, a family owned and fast-growing insurance company based out of Cleveland, OH is seeking a Senior Account Executive/VP to join their commercial lines team. This position is hybrid in Cleveland and a full time position. The ideal candidate will be enthusiastic about risk management and possess a proven track record of working well in a team setting to promote the production of new accounts and retention of existing accounts. The ideal candidate will work on cross-selling and creatively execute successful marketing strategies. The ideal candidate will provide prompt, efficient, and high-quality service to clients and prospective clients. The best candidate will have the marketing acumen to find and execute new business as the opportunity arises.

Set up new business and renewal submissions.

Prepare applications and request underwriting information needed; forward to the client

Order historical loss data

Prepare Specifications and Proposals

Review quotes; negotiate pricing/terms

Marketing/Binding, gathering additional information as required

Forward binders, COI’s, EPI’s. ID cards and invoices

Review/process policies when received

Update applications in EPIC with renewal information and subsequent changes

Review/process endorsements when received

Client visits, as necessary

Issue/request/review binder extensions when applicable

Issue midterm COI’s/EPI’s when requested

Billings/Invoicing/Accounting Discrepancies

Bill Risk Management fees (monthly, quarterly or annually)

Contract review as necessary; provide recommendations

Claims handling, Process Audits, Follow up on activities daily, Follow up on cancellations, Finance Agreements, Prepare premium allocations, Policy changes



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