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LOCAL ONLY

4 months ago

Philadelphia, United States The Judge Group Full time

Our client is currently seeking a Account Executive.


This position is hybrid but must be local to the Philadelphia, PA area. No relocation provided.


Responsibilities:


  • Expected to service a book of business and respond to client inquiries.
  • Solid technical abilities.
  • While part of a team, should be able to work solely servicing clients and interacting with brokers both wholesale and retail.
  • Ability to market and possesses market relationships, along with rating, preparing proposals, presentations and Schedules of Insurance.
  • Solid analytical skills Work on Binder, Issue Certificates of Insurance, prepare renewal applications and specifications.
  • Check policy for proper documentation received.
  • Update and maintain policy exposure information.
  • Prepare letters and correspondence.
  • Respond to client inquiries, incoming mail, and company requests on a timely basis.
  • Prepare billing following agency’s guidelines.



Requirements:


  • 15 Years’ Insurance Account Management Experience with a brokerage firm or MGA.
  • Underwriting skills in Real Estate REQUIRED.
  • Current P & C License REQUIRED.
  • Experience with LRO - Lessors Risk Only REQUIRED.
  • Experience with CRM - Applied/Epic REQUIRED.
  • Proficient in Microsoft Word, Outlook and Excel.
  • Detail oriented.
  • Front facing in-person experience preferred.
  • Oral and written communication skills to communicate with clients, underwriters and team member.