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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