Outside Sales Representative managing revenue - generating customers in the heavy - duty parts industry at FleetPride. Focusing on customer experience and account retention.
About the role
- Associate Account Executive for HUB International, managing client accounts within Commercial Lines departments. Responsibilities include insurance documentation and client communication.
Responsibilities
- Responsibilities include issuance of certificates of Insurance, ID cards, schedules of insurance, and billing schedules.
- Processing endorsements, invoices, and entering exposure data within the Applied Epic AMS
- Liaise with Accounting department, financing companies, and direct bill carriers to maintain up to date billing schedules for each client
- Pass marketing, policy, and coverage correspondence to appropriate contacts within the team
- Perform other specific duties as directed by the Account Executive
- Respond to certificate requests and payment inquiries in a timely manner
- Process add/term requests as directed by AE
- Handle epic activities associated with the onboarding process, renewal process, endorsement process, etc.
- Follow up with carriers for outstanding policies, endorsements, invoices, and other open items
- Tracking and maintaining a log of follow-up emails to clients and to markets
- Reaching out to clients directly regarding delinquent payments, notices of cancellation, notices of rescission, etc.
- Delivering policies and endorsements to clients after policy check has been completed
Requirements
- 2+ years servicing experience preferably with a brokerage company
- Must be proficient in Microsoft Excel
- Good oral and written communication skills
- Strong organizational skills are a must
- NY P&C Licensed required
- Epic software experience
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
Job title
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Experience level
Salary
Degree requirement
Location requirements
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