Commercial Insurance Account Executive

2 weeks ago


Alpharetta, United States CivicMinds, Inc Full time

Key Responsibilities:

  • Collaborate effectively with Producers
  • Engage as a team with fellow Client Managers, Assistant Client Managers, and Client Coordinators
  • Inform clients regarding coverage options, exclusions, and potential risks
  • Assist clients in making informed coverage adjustments
  • Design or assist in creating tailored insurance plans for clients
  • Provide technical assistance to Producers
  • Participate in client discussions alongside Producers as required
  • Prepare Acord applications and submissions
  • Conduct marketing efforts including pre-qualifying new business opportunities
  • Evaluate market quotes to ensure coverage, forms, rates, and competitiveness
  • Draft proposals for clients
  • Bind renewals and new business accounts
  • Renew policies within the Agency Management System (EPIC)
  • Review and process policies
  • Examine insurance requirements for client contracts
  • Identify and rectify certificate deficiencies
  • Follow up on activities
  • Report claims and monitor their status until resolution
  • Maintain strong relationships with clients
  • Complete additional tasks as assigned by Management

Qualifications:

Minimum of 5 years' experience as a Commercial Client Manager overseeing an independent book of business

  • Possession of a current California Property & Casualty License
  • Ability to understand and analyze various insurance coverages, forms, and policies
  • Strong written and verbal communication skills
  • Self-motivated, disciplined, and confident
  • Experience with EPIC is preferred


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