Commercial Lines Account Executive

Commercial Insurance Account Executive 90-120k base salary

Summary: 

Established agency seeking to hire a Commercial Insurance Account Executive.   

Job Duties: 

• Full Knowledge of insurance products and usages 

• Ability to advise and consult with clients re: their insurance coverages 

• Manage workflow of assigned book of business and delegate workflow 

• Maintain accounts in accordance with organizational guidelines 

• Service and monitor account activity. 

• Call existing insured to compliment or “round out” personal accounts. 

• Work strategically with sales staff to optimize relationships and protect client’s business. 

• Perform special projects as directed by the VP, Commercial Lines. 

• Review policies and coverage for accuracy and rating calculations. 

• Process endorsements, placement requests and invoicing. 

• Complete and prepare certificates, proposals, policy summaries and reviews. 

• Develop and maintain excellent relationships with our partners, carriers and vendors. 

• Responsible for marketing process & quoting new and renewal business 

Qualifications: 

• 5-7+ Years working with small-middle market accounts in agency environment required

• Ability to meet/w clients and discuss insurance mitigation strategies 

• Must be organized 

• Ability to delegate workflow 

• Ability to multi task 

• Must have lines of coverage experience: Management Liability lines – Cyber, D&O, E&O, EPLI, NYS Labor Law etc.
• Experience with Construction, Contractors, Real Estate, Start Ups, etc.

• Experienced eith Applied Epic

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