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

Senior Commercial Lines Client Executive

Secure Risk • LaGrange, GA, US
2 days ago
Job type
  • Full-time
Job description

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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