Account Executive - Commercial Lines

Job Description

Job Description

Spectrum Insurance Group is looking for a Commercial Lines Account Executive to join our Eau Claire office.

The Account Executive manages a book of business, services existing client accounts, and assists agents in providing insurance products for existing and prospective clients with a goal of building relationships while delivering exceptional customer service focused on customer retention.

Qualified candidates will be licensed and have 5+ years of commercial lines experience.

Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

Account Management

Independently manages a book of business not assigned to an agent

Prepares submissions and markets new / renewal business to appropriate carriers

Responds to all day-to-day inquiries and service issues for assigned clients

Provides coverage recommendations and collects exposures from clients and prospects

Maintains agency management system with up-to-date and accurate information

Serves as liaison between client and vendors / carriers to resolve issues and identify process improvement opportunities

Tracks, manages and documents open issues keeping the client and agent informed of status and resolution

Quotes, analyzes, compares, and recommends coverage options for clients

Manages renewal timeline to ensure timely execution of client decisions

Prepares summaries of insurance, renewals, schedules, and proposals

Reviews client contracts and policies for accuracy

Supports Agents with new and renewal business presentations as needed

Builds and maintains strong customer relationships through pro-active communication

Communicates and educates clients on latest industry trends, issues, and changes

Attends client meetings as required

Administrative

Organizes tasks and resources to complete work and meet deadlines according to established procedures

Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards

Responds to incoming phone calls and emails promptly and effectively

Performs basic office functions including emailing, filing, scanning, copying, and faxing

Customer Service

Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction

Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers

Answers customer questions and resolves complaints in a timely and efficient manner

Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and / or vendors

Requirements

Required Knowledge and Skills

Knowledge of insurance products, rating, and underwriting procedures

Excellent verbal and written communication skills

Strong analytical thinking, business acumen and organizational skills

Proficient computer skills including the ability to document and access information in an electronic system

Ability to follow existing processes, procedures, and verbal instruction

Ability to manage multiple priorities, accurately, efficiently, and independently

Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

Valid WI drivers license and acceptable driving history

Current Property & Casualty Resident Intermediary license granted by the State of Wisconsin