Personal Insurance Account Executive

2 weeks ago

Deerfield Beach, Florida, United States Boutique P&C Insurance Agency Full time
Client Account Executive - Personal Insurance Lines

Are you prepared to take on a pivotal role within a growing insurance agency? We are in search of a committed professional with a robust work ethic to assume the position of Client Account Executive for Personal Insurance Lines.

In this role, you will oversee a portfolio of clients, working closely with producers and team members to support both new and existing clientele. Your focus will be on fostering strong client relationships, enhancing business connections, and providing exceptional service to your assigned accounts while prioritizing the agency's profitability.

KEY RESPONSIBILITIES:

  • Remain informed about current market trends and strive to place business with top-tier carrier partners offering optimal policy forms.
  • Manage the preparation and processing of insurance binders, policies, endorsements, certificates, audits, and cancellations in accordance with office procedures.
  • Conduct thorough reviews of coverage placements to ensure accuracy and appropriateness of risk exposure.
  • Verify internal and external policy ratings, endorsement confirmations, audits, cancellations, and other pertinent documents.
  • Assess applications, renewals, and endorsements to ensure compliance with underwriting authority and guidelines established by various companies.
  • Oversee all policy transactions from inception to expiration for your assigned accounts.
  • Utilize the suspense system to track all transactions related to designated accounts.
  • Ensure timely invoicing for items associated with assigned accounts.
  • Assist in the preparation and processing of premium finance agreements as necessary.
  • Coordinate with the accounting department to ensure accurate posting of received payments for assigned accounts and address any invoicing discrepancies promptly.
  • Regularly review and update expiration records for your assigned accounts.

QUALIFICATIONS:

  • Possession of a Florida 4-40 License, with the ability to quickly obtain a Florida 2-20 P&C License.
  • A minimum of 2 years of experience as an account manager specializing in commercial insurance.
  • Advanced technical knowledge of coverage across all commercial lines insurance policy forms, rating systems, and exposure analysis.
  • Proficiency in Microsoft Office applications, excellent computer skills, and familiarity with electronic document management systems to maintain a paperless office environment.

WHAT WE OFFER:

  • Engaging opportunities for professional development and career progression.
  • Competitive compensation aligned with your experience level.
  • A comprehensive benefits package including Paid Time Off (PTO) and 401(k) options.

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