Account Executive - Commercial Insurance

Account Executive - Commercial Insurance

Account Executive - Commercial Insurance

Locations : Corpus Christi, TX

Time Type : Full time

Posted on : Posted Yesterday

Job Requisition ID : R14021

IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers, and communities. IBC Bank hires talented, creative, and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement, and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer-centric and strive to provide excellent customer experience.

This is an in-office position.

Department : 900 Insurance Administration

Job Summary :

The Account Executive Commercial Lines assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of Producer activities. High-pressure, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential.

Essential Job Functions :

The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.

• Aiding clients with service needs and making changes to existing accounts.
• Interacting with customers to provide information or response to inquiries about products and services and to handle and resolve complaints.
• 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.
• Conducting periodic service calls for designated accounts.
• Maintaining and updating electronic and transactional files (if applicable).
• Performing special projects at the request of designated clients after being approved by Manager.
• Maintaining a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors and omissions claims.
• Reviewing renewals to determine if non-standard policies can be rewritten in a standard program.
• Receiving phone calls and office visitors requesting quotes, changes to existing coverage and / or new policies.
• Receiving and reviewing all terminations and cancellations to determine action to be taken.
• Following up on outstanding claims and providing assistance in their resolution, as necessary.
• Documenting all material conversations with insureds and / or carriers regarding exposures and coverages.
• Setting priorities and managing workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Maintaining a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Performing other functions as assigned by management.
Skills :
• Speaking
• Active Listening
• Service Orientation
• Reading Comprehension
• Assertive self-starter with the ability to influence others.
• Effective presentation skills through both verbal and written communications.
• Ability to communicate orally and in writing with others to explain complex issues.
• Full knowledge of insurance products and usages.
• Knowledge of insurance rating and underwriting procedures.
• Ability to carry out complex tasks with many concrete and abstract variables.

Education :

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