Commercial Insurance Account Executive

Job Description
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.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the 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

Commercial Department Experience at an independent agency.

Proficiency with Microsoft Outlook, Word, Excel and AMS360

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