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Commercial Lines Account Executive
2 months ago
Benefits:
- 401(k) plan
- 401(k) matching contributions
- Performance-based bonuses
- Comprehensive dental coverage
- Flexible working hours
- Health insurance options
- Generous paid time off
- Vision care plans
- Competitive salary structure
Cross Pointe Insurance Advisors is experiencing significant growth and expansion across multiple states. We pride ourselves on being an excellent workplace that offers competitive salaries, remote work opportunities, and an extensive benefits package. This package includes paid time off from the first day of employment, a 401(k) plan with employer matching contributions, company-sponsored life insurance, long-term disability coverage, and group health insurance. We also provide Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) with employer contributions. Additionally, we cover licensing renewal fees and offer affordable options for vision and dental care, as well as supplemental life insurance and critical care plans.
We are currently seeking a full-time Commercial Lines Account Manager for our expanding office. Key responsibilities include:
- Marketing and servicing assigned accounts while providing support to Producers.
- Processing documentation for new accounts and maintaining organized client information.
- Following agency guidelines to determine marketing strategies for house accounts.
- Identifying opportunities for account expansion and rounding.
- Reviewing policy changes for accuracy and completeness, and coordinating necessary corrections.
- Keeping senior staff informed of any discrepancies or potential issues.
In this role, you will:
- Develop and maintain expertise in evolving insurance products and services.
- Rate and quote new and existing coverage options using various rating systems.
- Provide professional proposals and presentations on property and casualty products.
- Assess acceptability and placement of applications or endorsement requests.
- Collect premiums when applicable and manage renewal underwriting information.
- Maintain organized underwriting files and follow up on outstanding items.
- Collaborate positively with team members to ensure client-focused solutions.
- Engage in industry and community organizations as a representative of the company.
- Participate in training and seminars to maintain licenses and enhance skills.
This position allows for remote work with company-provided equipment, although occasional office attendance is required. Candidates should ideally reside in the surrounding area and possess or have previously held a Property and Casualty license. Compensation is provided on a semi-monthly basis.
Flexible work-from-home options are available.
