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Account Executive, High Net Worth Insurance Specialist

2 months ago

MagstattleBas, Grand Est, United States First Insurance Group Full time
About the Role

We are seeking a highly skilled and experienced Account Executive to join our team at First Insurance Group. As an Account Executive, High Net Worth Insurance Specialist, you will be responsible for maintaining our high standards of service for clients and understanding their needs before they know it themselves.

Key Responsibilities
  • Client Service: Perform all service needs including applications, quotations, ID cards, endorsements, binders, billings, renewals, action items and correspondence on assigned accounts and enter and maintain underwriting information in computer.
  • Communication: Receive, document and process all insureds', producers' and insurance companies', requests for service and to submit this information to insurance companies in a timely manner.
  • Product Knowledge: Knowledgeable of all personal lines products and rating procedures.
  • Account Management: Conduct annual coverage surveys and recommend/sell additional coverage and/or increases in limits.
  • Quote Preparation: Prepare quotes for both on new and renewal business and prepare proposals according to FNIC standards.
  • Meetings and Presentations: Available to attend and/or lead in-person and/or virtual meetings for qualified accounts.
  • Client File Management: Maintain client files on Agency Management System and use computer system for processing transactions.
  • Industry Knowledge: Maintain knowledge of current underwriting and policy provisions, including binding authority, of contracted insurance carriers for High Net Worth markets.
  • Reporting and Quality Control: Prepare weekly and monthly production, status & progress reports for management and perform quality reviews as requested.
  • Business Development: Continually evaluate and enforce High Net Worth policies, procedures, workflows and documentations.
  • Book of Business Management: Manage and maintain a designated book of business.
What We Offer
  • Competitive Compensation: We strive to pay our employees a competitive market compensation.
  • Benefits Package: You're covered: health, dental, vision, HSA with employer contributions, 401k, employer-paid short-term & long-term disability, life insurance.
  • Flexible Work Arrangements: A 37.5 work week and telecommuting options as well as PTO starting at 3 weeks/year.
  • Wellness Program: Mental health support and resources are available through our free EAP program. You can also stretch away the stress 24/7 by participating in workout classes (available to remote employees too) or accessing our Omaha in-office gym.
  • Tuition Reimbursement: We'll provide tuition reimbursement to support you in your goals.
  • Fun Working Environment: We have plenty of fun with frequent company outings, food days, and fun competitions to name a few.
Requirements
  • Valid Driver's License
  • Resident Property and Casualty Agent's license
  • 10 years Personal Account Manager Experience or 5 years Personal Account Manager Experience and a CISR or CPCU designation
  • 3+ years of experience with Personal Lines High Net Worth markets
  • AAI, CIC, CPCU, and/or CISR designations obtained or commitment to obtain preferred
  • Knowledgeable of all personal lines products and rating procedures
  • Excellent verbal and written communication skills
  • Strong organizational skills
  • Proficiency in Microsoft Office products (Word, Excel) and electronic mail system (e.g., Outlook)
  • Proficiency in office equipment such as computer, copier, and phone
  • Proficiency in word processing and typing skills
  • Strong respect for confidentiality
  • Regular and consistent attendance
  • Ability to observe safety and security procedures and use equipment and materials properly
  • Ability to conform with and abide by all workplace policies, work procedures, and instructions
  • Ability to establish and maintain effective working relationships with company employees and external contacts
  • High school diploma or equivalent
  • 3 or more years of Applied Epic system experience