Commercial Lines Associate Account Executive

Found in: Talent US C2 - 2 weeks ago


Los Angeles, United States The Agency Recruiting Full time
Job Description
As an Associate Account Executive on the Commercial Lines team, you’ll be responsible for the following:

The primary function of this position is to provide the highest quality service to customers, and cross sell within the existing book of business. The Associate Account Executive (AAE) will be the day-to-day liaison between the insurance company and designated accounts. The AAE will assist in managing the relationships with clients.

Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, handle and/or direct all the inside service work associated with the clients’ accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.

AAE should have experience in all areas of personal insurance. The AAE will inform the Producer on strategic account issues, claims and other potential problems. The AAE is responsible for overseeing all processes related to renewals, account management as well as insuring Standard Operating Guidelines are used and followed for all insurance transactions.

Requirements
  • College Degree preferred (high school diploma is required)
  • Proficient in EPIC
  • Current California Department of Insurance License
  • 3-7 years of experience
  • Proficient MS Office Suite (Word, Excel, Outlook)


BenefitsSome benefits included in this role are:

• Generous time off
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

Please apply for full disclosure. 

Requirements
State-issued insurance license, including life and health. Strong interpersonal and sales skills. Effective communication and empathy when discussing sensitive topics. Ability to work independently and provide personalized service. A high school diploma or equivalent (Bachelor's degree preferred).
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