Commercial Insurance Account Executive

2 weeks ago


Cedar Rapids, Iowa, United States KSI Full time
Position Overview

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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