Senior Commercial Lines Client ExecutiveSecure Risk • LaGrange, GA, US

Senior Commercial Lines Client Executive

Secure Risk • LaGrange, GA, US

30+ days ago

Job type

Full-time

Job description

Job Description

Mallory Agency is seeking an experienced Senior Commercial Lines Client Executive to be a part of a growing National Producer Team. Mallory Agency was established in 1907 and known as a national leader in property and casualty insurance. We are deeply entrepreneurial and fiercely independent. We are different because we actually make a difference with every client we serve. We are more relevant, more nimble and always on.

What do you get?

A competitive salary plus benefits
A friendly team-oriented work environment
Leadership team who leads with kindness
A secure position in an established family-owned independent insurance agency
Continuing education opportunities
Top carrier representation
Growth Opportunities
Hybrid remote work

Are you a good fit? What we’re looking for :

An experienced Commercial Lines Insurance Account Manager who is nimble and aggressive to fight for our clients

Has 3+ years experience as Commercial Lines Account Manager serving larger regional and national clients

Has a current Property & Casualty Resident Agent License

Someone who has a winning “can-do” attitude in a fast-paced environment

Can work as a team player with the ability to work autonomously

Is looking for long-term growth

Can handle high-level clients with professionalism

Eastern time zone

Can live by our core values

Key Responsibilities :

Provide exceptional service to assigned Commercial Lines accounts and coordinating with others where necessary to achieve optimal results

Interface with clients regarding commercial lines insurance service issues including research of policy forms and endorsements, audit disputes, certificates of insurance, loss experience, and any other aspect of commercial lines insurance service as needed

Delivering and maintaining all aspects of new business and renewal transactions while working directly with clients to understand their needs and strategically offer the best coverage options. From preparing applications and advocating for the client to preparing and presenting proposals, binding, invoicing, finance agreements, etc.

Work with clients, underwriters, and team members in a timely manner

Maintain accurate and complete records in our system of all activities related to clients and prospects, especially documenting coverage reductions or refusals

Effectively utilize technology, following workflow and standards established by department manager and agency

Stay abreast of the commercial lines marketplace including attendance at meetings and seminars and communicate with clients directly or through producers regarding new product offerings

Work with Commercial Lines team to meet department goals, develop and meet individual goals, and receive regular performance feedback

Develop and maintain relationships with clients, company representatives and other team members to ensure optimal results in retention and satisfaction

Ensure that assigned customers are aware of all Mallory Agency offerings and coverages they may need through checklists and cross sell conversations, including documentation thereof

Salary based on experience

Job Requirements :

Property & Casualty License

Must have a minimum of 3 years experience serving larger regional and national clients

Highly proficient in a technological agency environment

Organized and possess excellent written and oral communication skills

Possess critical thinking skills when working with clients and carrier partners

Can-do problem solving & decision making skills

Ability to work in a high urgency environment

Schedule :

8 hour shift

Monday to Friday

License / Certification :

Property & Casualty Resident Agent License

Work Location : Hybrid remote in Atlanta, GA 30318

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Senior Client Executive • LaGrange, GA, US

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