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Commercial Insurance Account Executive
2 months ago
If you are seeking a fulfilling career in a supportive environment, this opportunity is for you.
Become part of a team that values open communication, collaboration, and mutual growth through shared accountability and success.
The Commercial Insurance Account Executive will work independently while adhering to established guidelines and protocols. This role requires collaboration within a team to ensure an outstanding customer experience. Independent decision-making is essential, guided by company policies and insurance regulations.
Key Responsibilities include:
Coordination with the Commercial Sales team to ensure proper management of commercial client accounts, including:
- New Business Acquisition
- Policy Renewals
- Endorsements Processing
- Cancellations Management
- Audits Coordination
- Billing and Financing Assistance
- Issuance of Certificates/EPI/Schedules of Insurance/Auto ID Cards
- Payment Processing
- Deliver exceptional customer service. Engage with clients and colleagues in a courteous, professional, and patient manner.
- Aim to build and sustain long-term client relationships.
- Proactively address any client concerns. Involve additional team members as necessary and inform the Commercial Lines Manager of significant issues and resolutions.
- High School diploma or GED is required, along with a minimum of 2+ years of relevant industry experience.
- P & C license is required (Commercial Lines experience preferred).
- Familiarity with Applied Epic is preferred.
- General understanding of insurance regulations is necessary.
- Proficient in Microsoft Office applications.
If you are a California resident, please review the California Consumer Privacy Act before applying.
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