Personal Lines Account Executive

4 weeks ago

Englewood Cliffs, United States Otterstedt Insurance Agency Full time

Otterstedt Insurance Agency seeks a full time Personal Lines Account Executive position with 3 years minimum experience in personal lines for immediate opening in Bergen County area. P&C insurance license required. Knowledge of Applied System (EPIC) a plus. Great benefits. Salary commensurate with experience

Our Personal Insurance Account Executive will:

  • Manage new business placements and renewals, procuring information from members to market and place accounts.
  • Proactively review client files and obtain updated information necessary for renewals; prepare applications and market accounts as necessary; monitor insurers for timely delivery of renewal proposals; prepare and present comparative executive summary to client; and review policies for accuracy once received.
  • Provide day-to-day service fulfillment which includes answer phones, prepare binders and certificates requested, order change endorsements, issue auto ID cards, and track progress, as necessary.
  • Complete applications via phone; submit applications to multiple carriers; receive proposals and present comparison to clients; submit bind orders per client request; issue binders, COIs, and auto ID cards and market program to new members or target member groups when requested.
  • Assist with development of marketing materials and strategies, design and prepare management reports, and save all correspondence and documents to client's files.

Do our requirements match YOUR background?

  • Minimum 3+ years' experience as a licensed personal business insurance professional.
  • Must have an active property and casualty insurance license.
  • Excellent skills and proficiency in MS Excel and Word and Agency Management programs, EPIC preferred.
  • Excellent verbal and written communications skills.
  • Strong customer service, organization, and attention to details skills.
  • Self-management and project management abilities.

How we take care of YOU

  • We provide you the ability to collaborate with a passionate group of leaders, peers, and amazing members.
  • We recognize accomplishments and contributions through development, growth, and compensation
  • Excellent Benefit Packages, including medical, dental, vision, 401(k), and supplemental policies.




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