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Commercial Insurance Account Executive
2 months ago
About The Jonus Group
The Jonus Group is a leading insurance agency seeking a highly skilled Commercial Insurance Account Executive with expertise in Transportation insurance. As a key member of our team, you will play a pivotal role in delivering exceptional service to our clients, fostering lasting relationships, and driving collective success.
Job Summary
We are looking for a seasoned professional with a strong background in Transportation insurance to join our team. The ideal candidate will possess excellent communication skills, a comprehensive understanding of various insurance products, and a proactive approach to client service. If you are a motivated and results-driven individual with a passion for delivering exceptional results, we encourage you to apply.
Responsibilities
- Take ownership of the renewal process, ensuring timely and accurate completion.
- Set clear expectations with clients and carriers regarding renewal deadlines.
- Coordinate with internal teams to process endorsements and certificates.
- Handle incoming service requests from clients promptly, addressing inquiries and concerns.
- Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
- Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
- Review and analyze carrier quotations to identify the most suitable options for clients' insurance needs.
- Create professional and accurate insurance proposals for client presentations.
- Review endorsements for accuracy and compliance with clients' insurance requirements.
- Perform thorough contract reviews to identify insurance requirements and ensure compliance.
- Assist clients during premium audits and handle disputes if necessary.
- Prepare and issue certificates of insurance as required by clients.
- Verify the accuracy of newly issued policies before delivering them to clients.
- Develop and nurture strong relationships with key clients and insurance carriers through regular communication.
- Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
- Continuously identify cross-sell opportunities within existing client accounts.
- Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
- Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
- Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
- Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
- Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
- Serve as a mentor to team members, offering guidance and support in their professional growth.
- Prioritize and manage workload efficiently.
Qualifications/Requirements
- Demonstrate strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
- Possess a comprehensive understanding of various insurance products and demonstrate the ability to provide expert advice to clients.
- Exceptional client service orientation with a proactive and solutions-driven approach.
- Experience handling client inquiries, concerns, and providing timely resolutions.
- Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
- Strong organizational and time management skills to prioritize and manage workload efficiently.
- Attention to detail in policy reviews, documentation, and client communication.
- Holds an active Property and Casualty (P&C) Insurance License.
- Required Agency Management System Experience: EPIC.
- 5+ years of relevant insurance industry experience preferred.
- Previous Transportation experience is required.
- Previous experience handling large business accounts.
- Holds at least one professional designation or has comparable job experience.
- Above average computer skills with the capacity to master essential software programs.
Compensation Package
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $80k-$100k (based on experience).
- Paid time off and company holidays.
- Comprehensive benefits package, including health, dental, vision, 401(k), and more.
- Remote work schedule available.
- Dedicated training period provided.
