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Commercial Insurance Account Executive
2 months ago
Propel, a member of the Alera Group, is on the lookout for a Commercial Lines Account Manager specializing in Property & Casualty. This role is an in-office opportunity situated in a modern workspace.
Key Responsibilities:
The primary focus of the Account Manager is to uphold client satisfaction and retention through the provision of timely, consistent, and high-quality service. Previous experience with a Construction book is highly valued.
Essential Duties:
- Prepare comprehensive submissions to insurance carriers on behalf of clients or prospects.
- Analyze and review quotations received from carriers.
- Develop professional and precise proposals for client presentations.
- Create accurate summaries for existing clients.
- Ensure endorsements are reviewed for correctness.
- Manage premium audits and assist clients during disputes.
- Generate certificates of insurance.
- Conduct contract reviews regarding insurance stipulations.
- Prepare and deliver timely binders and invoices upon coverage binding, including securing premium financing when necessary.
- Review newly issued policies for accuracy prior to client delivery.
- Maintain timely and professional follow-ups with clients, carriers, producers, and colleagues.
- Organize and prioritize workload, including tasks delegated to Account Assistants.
- Conduct monthly renewal meetings with producers and fellow Account Managers.
- Stay updated on underwriting requirements and authority as outlined by each carrier.
- Minimum of 3 years of experience in Commercial insurance is required.
- Strong verbal and written communication skills are essential.
- Proficiency in MS Office applications: Word, Excel, Outlook.
- Experience with Agency Management Systems, preferably AMS Sagitta.
- A strong work ethic characterized by timely follow-up, teamwork, proactivity, attention to detail, and reliability.
- Ability to work independently.
- A valid Resident State Insurance License is necessary.
- A college degree is preferred.
Benefits:
We provide a comprehensive benefits package that includes medical, dental, short-term and long-term disability, life insurance, a 401k plan, paid time off, and more.
We are an equal opportunity employer, and all applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
For California residents, please review the California Consumer Privacy Act prior to applying.
