Account Executive - Personal Insurance

ACCOUNT EXECUTIVE - PERSONAL INSURANCE
PRIMARY ROLE:
Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:

Maintaining a high level of client service and satisfaction

Marketing & placement of renewal accounts as appropriate

Achieving agency account retention goals through proactive accountrounding, up-selling of limits andcoverages and by providing extraordinaryclient service

BENEFITS:

Paid Time Off program

401k Program with Employer Contribution

Employer paid Medical Insurance for Employee; dependent coverage is available at the expenseof the employee

Employer contributions into aHealth Savings Account if on the Medical Insurance

Employer paid Dental, Short-Term Disability, Long-Term Disability and Life Insurance programs

Flexible Spending Account availability

Opportunity to Work from Home after eligibility period is met

Discounted membership fees to Greater Dayton YMCA

Other voluntary type benefits available via payroll deduction

QUALIFICATIONS & EDUCATION:

Currently have or able to earn Property & Casualty licensing through the State of Ohio and any/all other appropriate state license(s) required.

Currently have or able to be appointed to represent Agency’s insurance carriers.

Extensive knowledge of personal insurance, includingsophisticated and less commoncoverages, especially for thoseproductsrepresentedthrough the agency.

Thorough knowledge of claims handling, personal lines rating, agencymanagement system and applicable insurance laws/codes.

Experience and expertise in operating in an electronic environment through the use of excellent automation skills

Familiarity with risk assessment and risk managementtechniques

Possess excellent time management, organizational and communication skills

Ability to multi-task and prioritize work on a constant basis

High degree of self-motivation and self-direction

Available to work overtime if necessary or needed as dictated by work load

DUTIES:

Support Producers’ sales efforts by handling accounts through policy issuance.

Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client

Maintain electronic client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., in Agency’s management system per Agency procedures.

Manage expiration lists and agedreceivables in accordance with agency guidelines.

Respond to client inquiries and correspondence inaccordance with agency guidelines

Review all items to be processed, to ensure items were received as ordered.

Maintain current knowledge ofunderwriting requirements of carriers. Keep current with industry trends byattending Agency approved continuing education classes and attending Agency run meetings and education sessions.

Be an advocate for Agency’s other departments when interacting with clients and provide support and assistance to other departments when necessary

Support the Agency’s overall mission within the communities it serves through community and civic involvement.

Maintain all required state licensing and company appointments as required.

Participate in any special projects at management’s request.

We are an equal opportunity employer and prohibit discrimination/harassment 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.

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