![]() Policies and/or policy endorsement requests are to be completed within three days of date quoted to client. Performs special projects at the request of designated clients after being approved by Manager. Maintains and updates electronic and transactional files (if applicable). Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or policies for designated accounts, as needed, within five days of receipt.Ĭonducts periodic service calls for designated accounts. Interact with customers to provide information or response to inquiries about products and services and to handle and resolve complaints. Meets service and sales delivery standards and performs essential function to the quality and service standards developed by the agency. Specific service and marketing responsibilities are required in this position. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.Įssential functions of the position include aiding clients with service needs and making changes to existing accounts. The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. If interested in this position, please follow the link below to complete our company application. Large number of multiple steps in complex system ![]() Provides prompt, efficient, high-quality service to designated accounts in support of Producer activities.įast-paced environment with significant telephone and personal disruption. ![]() The Account Executive Commercial Lines assists in the production of new accounts and the retention of existing accounts. Knowledge of insurance rating and underwriting procedures Must also be current on all Continuing Education (CE) credits needed to renew license.įull knowledge of insurance products and usages.Īdequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.įull knowledge of insurance markets and reference to markets. Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance. Position requires maintaining records, preparing various forms, verifying information and resolving common problems.Įmployee must perform other work as required or requested.Ībility to understand written and oral communication and to interpret abstract information.Ībility to generate new business sales, retain existing business, and to close sales in insurance.Ībility to carry out complex tasks with concrete and abstract variables.Ībility to utilize computer programs and understand functionality.Ībility to drive a vehicle, visit clients, and make related calls to others. Inputs suspects, prospects, all sales activity into Goldmine Program.Įnters client information into the Applied System. Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc. Develops a personal improvement plan and takes responsibility for learning and improving technical and sales skills regularly. Identifies training needs with assistance from Managers. Supplemental Benefit Programs such as: Vision, Dental, Disability We offer a comprehensive benefits package, based on eligibility, benefits include: Requests and delivers policies to insureds.Įducates clients concerning agency payment expectations and cancellation procedures.Īcknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.Īsks for referral from insureds to help generate new business. Makes sales presentations to prospective and existing clients on new and renewal business.Ĭompletes and submits applications and related documentation as necessary.ĭevelops, follows, and completes sales objectives. Surveys loss exposure, needs, and possible uninsurable or difficult to insure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk.Ĭreates and maintains client or prospect lists.ĭesigns insurance plans and recommends coverage to clients. Responds to referrals quickly and effectively. Identifies and develops insurance prospects and appropriate markets. Onsite sales mentorship from senior leadership Opportunity to build and maintain a book of businessĬontinuing education/certification reimbursement Yearly residual commissions for retaining relationships Starting base salary+ uncapped commissions
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