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Commercial Lines Client Executive

4 months ago

Atlanta, United States Mallory Agency Full time

Commercial Lines Client Executive


Imagine this, you land a position with an insurance agency that’s been around since 1907, except there’s nothing old or traditional in their approach. You wanted a place where you can utilize your skills and continue to learn and grow with some of the best in the business, and you found it. On top of that, you get to be on a team that truly defines “teamwork” by always supporting each other, has the funniest Teams group chat, but knows how to get down to business and dazzle our clients too. Also, you get to be part of this growing team with plenty of opportunities for advancement. If this sounds like what you’re looking for and can see yourself with Mallory Agency, please apply.


Are you a good fit? What we’re looking for:

  • A licensed insurance professional with 2+ years experience on the retail side of Commercial Lines
  • Someone who has a winning “can-do” attitude in a fast-paced environment
  • Can work as a team player with the ability to work autonomously
  • Wants long-term growth
  • Can handle clients courteously and with professionalism


What do you get?

  • A secure position with growth opportunities in an established family-owned independent insurance agency
  • A competitive salary plus benefits + 16 PTO days p/year
  • A friendly team-oriented work environment
  • Leadership team who leads with kindness
  • Continuing education opportunities
  • Top carrier representation
  • Hybrid work
  • Mentors from some of the best talent in the industry
  • Work for a company that fosters growth and opportunities



Key Responsibilities:

  • Provide exceptional service to assigned Commercial Lines accounts and coordinating with others where necessary to achieve optimal results
  • Delivering and maintaining all aspects of new business and renewal transactions from preparing applications and advocating for the client to presenting proposals, binding, invoicing, finance agreements, etc.
  • Interface with clients regarding commercial lines insurance service issues including research of policy forms and endorsements, audit disputes, certificates of insurance, loss experience, and any other aspect of commercial lines insurance service as needed
  • Work with clients, underwriters, and team members in a timely manner
  • Maintain accurate and complete records in our system of all activities related to clients and prospects, especially documenting coverage reductions or refusals
  • Effectively utilize technology, following workflow and standards established by department manager and agency
  • Stay abreast of the commercial lines marketplace including attendance at meetings and seminars and communicate with clients directly or through producers regarding new product offerings
  • Work with Commercial Lines team to meet department goals, develop and meet individual goals, and receive regular performance feedback
  • Assist other Commercial Lines department staff where possible when urgent need arises or when co-workers are out of the office
  • Develop and maintain relationships with clients, company representatives and other team members to ensure optimal results in retention and satisfaction
  • Ensure that assigned customers are aware of all Mallory Agency offerings and coverages they may need through checklists and cross sell conversations, including documentation thereof


Schedule:

  • 8 hour shift 8:30-5:00 PM EST
  • Monday to Friday

License/Certification Required:

  • Property & Casualty Resident Agent License

Work Location: Hybrid work in our Atlanta Office Location

Salary: Based upon exxperience

Job Type: Full-time