Commercial Account Executive for Major Markets

Job Description

Job Description

Summary / Objective

The Commercial Account Representative will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work with sales team to review best coverages for accounts
• Make and Receive calls to agency insureds regarding policy questions, renewals, and new business
• Quickly learn the agency management system and standardized system of filing
• Input data into management system in an accurate and timely manner
• Shop new and renewal business accounts through insurance market
• Collaborate with sales team to secure renewal business
• Independent servicing of assigned book of business, endorsements, policy changes and record keeping
• Remotely send accounts for signature and binding
• Assist the Senior Commercial account manager with excess workflow

Competencies

Supervisory Responsibility

This position has supervision responsibility of a virtual assistant

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Position Type / Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m.  Some overtime may be required.  Some weekend event participation may be required.

Travel

Minimal to zero travel required.  Travel to local events may be required.

Required Education and Experience

Highschool Graduation or GED

440 Insurance License

2 Years experience commercial underwriting

Preferred Education and Experience

4 Year college degree

220 Insurance License

4 Years industry experience in commercial underwriting

Additional Eligibility Qualifications

5-10 Years Commercial Department Experience preferably at an independent agency.

Proficiency with Microsoft Outlook, Word, Excel and AMS360