Commercial Lines Account Executive
INSURICA, Oklahoma City, OK, United States
Essential Job Functions
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 and maintains high service standards.
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 the 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.
Telecommuting opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
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
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
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
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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 the 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.
Telecommuting opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
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
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
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
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