Commercial Lines Account Executive

Found in: Talent US C2 - 2 weeks ago


Orlando, United States The Jonus Group Full time

Job Description

Commercial Insurance Account Executive

Summary:

Established agency seeking to hire a Commercial Insurance Account Executive.

Job Duties:

Full Knowledge of insurance products and usages Ability to advise and consult with clients re: their insurance coverages Manage workflow of assigned book of business and delegate workflow Maintain accounts in accordance with organizational guidelines Service and monitor account activity. Call existing insured to compliment or “round out” personal accounts. Work strategically with sales staff to optimize relationships and protect client’s business. Perform special projects as directed by the VP, Commercial Lines. Review policies and coverage for accuracy and rating calculations. Process endorsements, placement requests and invoicing. Complete and prepare certificates, proposals, policy summaries and reviews. Develop and maintain excellent relationships with our partners, carriers and vendors. Responsible for marketing process & quoting new and renewal business

Qualifications:

10+ Years working with middle market accounts in agency environment Ability to meet/w clients and discuss insurance mitigation strategies Must be organized Ability to delegate workflow Ability to multi task Strong math & technical skills Experienced w/TAM or equivalent agency management system

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