Commercial Lines Account Executive

2 days ago

Tulsa, United States INSURICA Full time
Job Details

Job Location

Tulsa - TULSA, OK

Position Type

Full Time

Education Level

2 Year Degree

Job Shift

Day

Job Category

Commercial Lines Support

Description

SUMMARY:

The Account Executive is responsible for assisting in the production of new, and renewal, accounts, in keeping with agency and individual producer goals. The Account Executive provides field service in support of producer activities, as well as maintains high service standards.

Essential Functions

  • Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
  • Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problems
  • Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer
  • Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed
  • Negotiate with the insurance companies for the most proper coverage options and competitive prices
  • Assist the Producer in preparing/making presentations of insurance programs to key accounts and prospects
  • Attend sales meetings and keep abreast of all new sales programs
  • Maintain client files on the computer system and use a computer system to perform all transactions
  • Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
  • Refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Additional Responsibilities

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Qualifications

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Excellent presentation skills, with the ability to influence others
  • Ability to interpret abstract information
  • Strong PC skills, with the ability to effectively utilize the Agency's management systems
  • Ability to work within a fast-paced, changing priority environment
  • Self-motivated, with the initiative to prioritize and be self-directed
  • Regular and punctual attendance is required
  • Ability to communicate effectively, both verbally, and in writing
  • Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
  • Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
  • Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Qualifications

  • 5-7 Years of agency operations experience preferred
  • Bachelor's Degree preferred
  • Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
  • CPCU, and CIC designations preferred

Working Conditions And Reasonable Accommodations

  • Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
  • Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
  • Ability to lift up to 20 pounds occasionally
  • Requires operation of a computer workstation, including keyboard and video display
  • All requirements may be modified to reasonably accommodate physical or mental impairment

#ZR

  • Account Administrator, Commercial Lines

    1 month ago

    Tulsa, United States HUB International Limited Full time

    As an entry level Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives and Risk Consultants with the servicing of assigned Commercial Lines accounts in accordance with the practices, polic Commercial, Administrator, Account Manager, High School, Project Management, Account, Business Services

  • Account Administrator, Commercial Lines

    3 weeks ago

    Tulsa, United States HUB International Limited Full time

    As an entry level Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives and Risk Consultants with the servicing of assigned Commercial Lines accounts in accordance with the practices, polic Commercial, Administrator, Account Manager, High School, Project Management, Account, Business Services Learn...

  • INSURICA | Commercial Lines Account Executive

    4 days ago

    tulsa, United States INSURICA Full time

    Job DetailsJob LocationTulsa - TULSA, OKPosition TypeFull TimeEducation Level2 Year DegreeJob ShiftDayJob CategoryCommercial Lines SupportDescriptionSUMMARY:The Account Executive is responsible for assisting in the production of new, and renewal, accounts, in keeping with agency and individual producer goals. The Account Executive provides field service in...

  • Commercial Lines Account Manager

    4 weeks ago

    Tulsa, United States GPAC Full time

    As a Commercial Lines Manager with our team, you will play a pivotal role in shaping the future of the agency. You will:Manage a select portfolio of high-end Commercial Lines clients.Develop and streamline departmental workflows and procedures to enhance efficiency.Collaborate closely with the Director of Commercial Lines to oversee day-to-day...

  • Risk Management Executive

    5 days ago

    Tulsa, Oklahoma, United States APR Full time

    About the Role:We are seeking an experienced Commercial Lines Account Manager to join our team at APR in Tulsa, Oklahoma. In this role, you will have the opportunity to leverage your expertise in commercial property and casualty insurance to drive business growth and deliver exceptional client service.Key Responsibilities:Develop and maintain strong...

  • Commercial Lines Account Support Specialist

    4 weeks ago

    Tulsa, Oklahoma, United States INSURICA Full time

    At INSURICA, we are seeking a highly motivated Commercial Lines Assistant Account Manager to join our team. As a key member of our commercial lines support team, you will play a critical role in assisting our account managers with meeting the service needs of our customers and performing essential functions.About the RoleThe ideal candidate will have...

  • Commercial Lines Assistant Account Manager

    3 weeks ago

    Tulsa, United States INSURICA, Inc Full time

    Job DetailsJob LocationTulsa - TULSA, OKPosition TypeFull TimeEducation Level2 Year DegreeTravel PercentageNoneJob ShiftDayJob CategoryCommercial Lines SupportDescriptionSUMMARY:The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions...

  • Commercial Lines Assistant Account Manager

    1 month ago

    Tulsa, United States INSURICA, Inc Full time

    Job DetailsJob LocationTulsa - TULSA, OKPosition TypeFull TimeEducation Level2 Year DegreeTravel PercentageNoneJob ShiftDayJob CategoryCommercial Lines SupportDescriptionSUMMARY:The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions...

  • Commercial Property and Casualty Account Specialist

    4 days ago

    Tulsa, Oklahoma, United States APR Full time

    Job Description:The ideal candidate will possess a deep understanding of commercial property and casualty insurance, with expertise in risk management and underwriting principles. As a key member of our team, you will be responsible for developing and executing strategies to grow our commercial lines business, while providing exceptional client service and...

  • Commercial Risk Management Executive

    1 week ago

    Tulsa, Oklahoma, United States Capstone Search Group Full time

    About Us:Capstone Search Group is an insurance recruiting firm that offers creative and unique staffing solutions for the insurance industry. Our clients include insurance companies, agencies, brokers, and intermediaries. We provide Direct Hire and Contract Solutions to help insurance organizations identify, attract, and retain experienced talent that...

  • Account Management Executive

    4 days ago

    Tulsa, Oklahoma, United States APR Full time

    About the OpportunityIn this role, you will have the chance to leverage your expertise in commercial insurance to drive business growth and exceed client expectations. Our dynamic team is committed to providing exceptional service and support, making this an exciting opportunity for any insurance professional looking to take their career to the next...

  • Account Executive

    2 weeks ago

    Tulsa, United States Imagicomm Communications LLC Full time

    Job Type Full-time Description Are you a problem solver? Can you help others identify their goals and get them from where they are to where they want to be? We win when our local business clients get a return on their investment thanks to our creative and innovative linear and digital media solutions. We aim to be more than just exceptional partners; our...

  • Account Executive

    2 weeks ago

    Tulsa, United States Tradesmen International Full time

    Description: Statement of Purpose: The primary responsibility of an Account Executive is to obtain orders or contracts for Tradesmens services. Account Executives customarily and regularly perform this primary responsibility in the field by educating contractors about the Tradesmen International Value Proposition. The Account Executives are responsible for...

  • Insurance Executive Leadership Position

    1 week ago

    Tulsa, Oklahoma, United States Capstone Search Group Full time

    Job SummaryWe are seeking an experienced Insurance Executive to lead our Commercial Property and Casualty division. The ideal candidate will have at least 10 years of insurance career experience with a strong commercial insurance risk management background.The successful candidate will be responsible for ensuring day-to-day functions run smoothly, supporting...

  • Account Executive

    3 months ago

    Tulsa, United States RentokilNorthAmerica Full time

    Job DescriptionJob DescriptionBenefits Start Day 1 for Full-Time Colleagues - No Waiting Period!For more information about our benefits, see below!We are proud to be a member of the Rentokil family of companies, the global leader in Pest Control and other services across more than 90 countries. We pride ourselves on being a trusted partner to many of the...

  • Commercial Insurance Manager

    4 days ago

    Tulsa, Oklahoma, United States APR Full time

    About the RoleThis position involves managing an established book of commercial insurance accounts, focusing on client relationships and providing expert advice on coverage. The ideal candidate has at least three years of experience in servicing all aspects of commercial insurance accounts and holds a P&C license.

  • HVAC Account Manager

    4 weeks ago

    Tulsa, Oklahoma, United States Johnson Controls Full time

    Overview:As an HVAC Account Manager with Johnson Controls, you will be responsible for leading the sales efforts for commercial HVAC equipment, parts, and supplies in the assigned market. This role requires building strong relationships with customers, expanding market share, and training and mentoring HVAC contractors on product features, pricing...

  • Commercial Plumbing Expert

    2 weeks ago

    Tulsa, Oklahoma, United States Generator Supercenter of Tulsa Full time

    Job SummaryGenerator Supercenter of Tulsa is seeking a Commercial Plumbing Expert to join our team. In this role, you will be responsible for installing, maintaining, and repairing plumbing systems in residential and commercial settings. With a strong foundation in plumbing and the ability to work independently in a fast-paced environment, you will be an...

  • Production Line Worker

    2 weeks ago

    Tulsa, Oklahoma, United States TAT Technologies Full time

    Job Title:Production Line Worker">We are seeking a Production Line Worker to join our team at TAT Technologies in Tulsa, OK. The successful candidate will be responsible for setting up, maintaining and operating a Greenerd Hydraulic Press Machine to ensure the efficient running of production.">About Our Team:TAT-Limco is a world leader in the Aerospace...

  • Over-the-Road Sales Specialist

    7 days ago

    Tulsa, Oklahoma, United States Melton Truck Lines Full time

    Job SummaryMelton Truck Lines is looking for an experienced Over-the-Road Sales Specialist to join our team. The successful candidate will be responsible for developing and executing sales strategies to drive revenue growth and expand our customer base.You will be working closely with our operations team to identify new business opportunities and build...