Commercial Insurance Professional

2 days ago


Dallas, Texas, United States Clark Insurance Full time
Job Title: Commercial Associate Account Executive

Description:

The Commercial Associate Account Executive is responsible for managing the client insurance program, utilizing agency management system. This role manages small and less complex accounts than the Account Executive position.

Duties include acting as a point of contact with the Producer, initiating correspondence with the marketplace, and maintaining positive client relationships. The individual must be able to analyze situations, make reasonable decisions, and follow through.

This role requires developing a consultative ability to instruct and guide the client, manage upcoming deadlines and events, and ensure the following are accomplished:

  • Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
  • Create and complete COPE spreadsheets, as needed.
  • Prepare Loss Summaries.
  • Prepare proposals for renewal terms.
  • Issue Acord Insurance Binders for renewal terms.
  • Initiate Premium Finance Requests.
  • Prepare Schedules of Insurance for delivery to client.
  • Process Policy Audits and Monthly Reports.
  • Identify and resolve Accounting discrepancies.
  • Create requests for changes to client's coverages.

The ideal candidate will have 3-5 years of commercial account manager experience or equivalent, a bachelor's degree (preferred), and completion of CIC designation. They must be proficient in Word, Excel, and current internet technologies, and demonstrate proactive work style, ability to multi-task, and prioritize work.

Requirements:

  • Licensed: Texas P&C Agent
  • Education: Bachelor's Degree, preferred
  • Experience: 3-5 years of Commercial Account Manager experience or equivalent
  • CIC Designation: Required

We offer competitive salaries and comprehensive benefits, including health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.



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