Account Executive developing and maintaining strategic relationships with enterprise and public sector clients for CloudHesive. Driving business opportunities and ensuring high client satisfaction in the cloud solutions market.
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Hybrid Business Insurance Account Executive
Posted 3 months ago
About the role
- Commercial Lines CSR at White Insurance Agency providing client service and maintaining customer relationships. Handling inquiries, policy updates, and collaborating with team members.
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims
- Work with new clients or support a producer to understand their needs, gather necessary data, research policy options, finalize and bind new coverage
- Set appointments and/or client calls or support a producer to review existing policies
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts
- Resolve product or service issues by clarifying customer concerns, determining causes, selecting and explaining best solutions
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken
- Collaborate with team members, mentor staff, provide expertise and answer questions
Requirements
- Hold the insurance license required by your state
- Minimum of one year commercial lines insurance account experience
- Bachelor’s/Associate Degree or comparable work experience
- Demonstrate knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations
- Strong customer focus and excellent phone manner
- Strong written and verbal communication skills
- Excellent math and reading skills to perform calculations
- Excellent time management skills with a personal accountability mindset
- Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation
Benefits
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Health insurance
- Vision insurance
Job title
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Experience level
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