Commercial Lines Account Executive – CLOSED

Job Description
Job Title: Commercial Lines Account Executive
Department: Commercial Lines
Location: Remote, Hybrid, or In-Person. Our office is located in Lower Gwynedd, PA

Benefits

Health Benefits offered after 90-days of employment

Short-Term Disability & Life Insurance offered after 90-days of employment

Simple IRA with up to a 3% match offered after 90-days of employment

LifeLock enrollment after 90-days of employment

PTO based on tenure

Room for Growth and Advancement

Salary: $60,000-$110,000, Based Upon Experience

Description
An account executive establishes connections with existing clients, creates and maintains long-lasting, education-based relations, and solidifies themselves as a trusted advisor. The role focuses on sustaining relationships on behalf of the producer and retaining clients through renewal sales.

Duties and Responsibilities

Utilize agency management system (Applied Epic) and carrier websites/brokers to process new business, renewals, audits, broker of record letters and claims in a timely manner

Provide superior customer service to book of business assigned to you by anticipating and responding to customer needs in a timely and professional manner

Coordinate the marketing and placement of coverage with participation of the Producer and the Commercial Lines Team

Review producer surveys, and insured applications for completeness, accuracy, and signatures

Arrange and prepare premium finance contracts as necessary

Utilize the Applied Epic system to document all activities

Analyze policy coverage and make or suggest changes as appropriate; review policies and related documents for accuracy

Maintain, interact and nurture client, company and team relationships

Comply with laws and regulations that apply to the position

Prepare proposals, renewal portfolios, and related items for presentation/delivery and meet with clients to review proposals where producer requests

Participate in seminars and classes for skill, knowledge, and professional development; Maintain Continuing Education requirements as needed to hold license

Follow established agency policies and procedures

Be an effective and dependable team member, able to express and solicit opinions, seek solutions, and successfully bring objectives to conclusion

Perform other duties as requested by management

Authority

Authorize Commercial Lines coverage binding within authority granted by the carrier

Discuss and negotiate coverage with company underwriters

Advise producers when contact with client or company is required

Accept payments from customers within company authority

Obtain customer signatures on documents as needed

Recommend changes in procedures based on observance of daily activities

Performance Measurement Criteria

Timely completion and submission of required reports to management

Degree of adherence and compliance with Agency procedures, personnel policies and accounting practices

Degree and quality of professional development

Adherence to company binding authority guidelines

Maintenance of exemplary service standards

Ability to sustain positive and productive relationships with producers, teammates, clients and carriers

Knowledge and utilization of agency systems and company proprietary websites

Requirements

Min. 5 years of Commercial Lines experience

Pennsylvania Property & Casualty license required

High school Diploma required; College degree preferred but not required

Proficient with Microsoft Office 365, specifically Outlook (Excel, Word, Outlook, and PowerPoint)

Highly-organized with good time management skills essential to meet deadlines; Able to re-prioritize effectively when necessary

EPIC experience preferred but not required

Equal Opportunity Employer
WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for employment and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military, or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.

Regulus Enterprises, LLC and Emmanuel Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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