Commercial Insurance Account Executive
2 weeks ago
Salary: Dependent on Experience
KSI is in search of a dedicated Commercial Lines Account Manager who thrives in a dynamic environment. This role is essential for providing exceptional support to clients of varying sizes, ensuring meticulous attention to detail and follow-through in managing their insurance requirements.
This position offers the flexibility of remote work for qualified candidates residing in the local area.
Key Responsibilities:
- Deliver technical assistance to the agency by evaluating client requirements, coverage options, and quotes.
- Coordinate with the Insurance Producer to complete applications; submit to suitable carriers and ensure prompt receipt of quotes and policies.
- Manage the issuance of binders, certificates, policies, endorsements, and related documents; confirm their accuracy and send them to clients with appropriate communication.
- Assess billing methods and issue invoices accordingly.
- Prepare insurance summaries, schedules, and proposals as needed.
- Facilitate policy renewals in collaboration with the Insurance Producer, adhering to agency protocols.
- Review policy audits for accuracy and facilitate necessary corrections between clients and carriers.
- Verify policy details and changes, making corrections as required.
- Perform additional duties as assigned.
Qualifications:
- High school diploma required; some college education preferred.
- A minimum of three years of experience as an account manager in the insurance sector is mandatory.
- Possession of P&C Insurance licenses or the ability to obtain them within 30 days of employment; must maintain licenses annually.
- Proficient in Microsoft Word, Excel, and Outlook, with the ability to quickly learn new software applications.
- Experience in customer service, ideally within the insurance industry.
- Strong knowledge of Excel for data entry and basic formula usage.
- Familiarity with MS Office and Outlook, along with professional phone etiquette.
- Exceptional time management and organizational skills are essential due to the fast-paced nature of the role.
- Preference will be given to candidates with experience in Personal Lines.
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