Commercial Account Executive for Major Markets
Single Source Insurance, Inc, Clearwater, FL, United States
Summary/Objective
The Commercial Account Representative will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies.
Benefits
401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Free food & snacks
Health insurance
Paid time off
Profit sharing
Training & development
Vision insurance
Essential Functions
Work with sales team to review best coverages for accounts
Make and receive calls to agency insureds regarding policy questions, renewals, and new business
Quickly learn the agency management system and standardized system of filing
Input data into management system in an accurate and timely manner
Shop new and renewal business accounts through insurance market
Collaborate with sales team to secure renewal business
Independent servicing of assigned book of business, endorsements, policy changes and record keeping
Remotely send accounts for signature and binding
Assist the Senior Commercial account manager with excess workflow
Competencies
Understanding of Commercial Insurance Rating Factors
Understanding of Carrier Guidelines and Appetites
Communication proficiency in person and by phone with team members and insureds
Proficiency forming emails to clients and responding to team member requests
Ethical Conduct
Flexibility
Initiative
Time Management
Supervisory Responsibility This position has supervision responsibility of a virtual assistant
Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.
Travel Minimal to zero travel required. Travel to local events may be required.
Required Education And Experience
Highschool Graduation or GED
440 Insurance License
2 Years experience commercial underwriting
Preferred Education And Experience
4 Year college degree
220 Insurance License
4 Years industry experience in commercial underwriting
Additional Eligibility Qualifications
5-10 Years Commercial Department Experience preferably at an independent agency.
Proficiency with Microsoft Outlook, Word, Excel and AMS360
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Benefits
401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Free food & snacks
Health insurance
Paid time off
Profit sharing
Training & development
Vision insurance
Essential Functions
Work with sales team to review best coverages for accounts
Make and receive calls to agency insureds regarding policy questions, renewals, and new business
Quickly learn the agency management system and standardized system of filing
Input data into management system in an accurate and timely manner
Shop new and renewal business accounts through insurance market
Collaborate with sales team to secure renewal business
Independent servicing of assigned book of business, endorsements, policy changes and record keeping
Remotely send accounts for signature and binding
Assist the Senior Commercial account manager with excess workflow
Competencies
Understanding of Commercial Insurance Rating Factors
Understanding of Carrier Guidelines and Appetites
Communication proficiency in person and by phone with team members and insureds
Proficiency forming emails to clients and responding to team member requests
Ethical Conduct
Flexibility
Initiative
Time Management
Supervisory Responsibility This position has supervision responsibility of a virtual assistant
Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.
Travel Minimal to zero travel required. Travel to local events may be required.
Required Education And Experience
Highschool Graduation or GED
440 Insurance License
2 Years experience commercial underwriting
Preferred Education And Experience
4 Year college degree
220 Insurance License
4 Years industry experience in commercial underwriting
Additional Eligibility Qualifications
5-10 Years Commercial Department Experience preferably at an independent agency.
Proficiency with Microsoft Outlook, Word, Excel and AMS360
#J-18808-Ljbffr