Licensed Commercial Account Executive

Job Description

Job Description

Job description:
Open Position:

MUST HAVE 2+ years Commercial Lines Experience , your duties will include:
Maintain and service insurance policies in agency management system
Answer Phones, facilitate daily routines, answering emails and requests
Learn commercial carriers, submission process, carrier communications
Understand the sales process and learn our lines of business sold
Qualifications:
Spanish speaker preferred not necessary, to assist clients who predominantly speak Spanish
A valid P&C License, is required
The ideal candidate will have some insurance experience and we will train.
Customer service skills a must, genuinely enjoy working to help clients
Strong attention to detail with time management and ability to multi-task
Solid computer, grammar and ability to write business emails and communication
Ability to perform mathematically transactions and understand financing practices.
Ideal Candidate Qualities:
We are looking for a positive, energetic, and responsible person, with an outgoing personality who genuinely enjoys helping clients. A fit to our office culture is a must.
The ideal candidate will be an organized, detail oriented, positive, and friendly person who thrives in an office environment.
Experience with Agency Management Systems:

Hawksoft , AMS360 or other system
Proficient in Outlook, Word, Excel and Adobe applications
Effective skills in communication, with an ability to provide specific details in a concise understandable manner
Previous/current skills in working with multiple commercial carriers
Positions Details:
Position is in a commercial insurance sales office environment, no personal lines sold
Our agency is a insurance brokerage, not a captive agency
Full or Part time position available, Monday – Friday (no weekends)
This is not a hybrid or remote office position, required to work in the office
Hourly or salary position, depending on candidate and their needs
This is not a “commission only” position, this is a regularly paid position (5th/20th of the month)
This position is designed to either have the candidate stay in Customer Service or move up into Sales
Paid Time Off available, 5 major Holidays off
Cross selling to current clients to provide new opportunities for the Agency to grow
Job Types: Full-time, Part-time
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Experience:
customer service in commercial insurance: 1 year (Required)
License/Certification:
Property and Casualty License (Required)
Work Location: In person