Account Executive accelerating revenue growth for a rapidly expanding B2B software firm, focusing on closing deals and managing sales cycles.
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Hybrid Commercial Lines Account Executive
Posted 5 days ago
About the role
- Commercial Lines Account Executive responsible for servicing insurance accounts and preparing proposals. Overseeing renewals and maintaining client relationships in a hybrid work environment.
Responsibilities
- Oversee the monthly renewal lists for all accounts assigned
- Contact clients 60 days prior to policy expiration date to complete a Renewal Phone Survey
- Determine if accounts need to be remarketed with another insurance company
- Complete formal proposals for all renewals
- Maintain the management system file for each client
- Assist in writing new business as needed
- Complete building cost evaluations
- Review and process incoming mail daily
- Assist clients with phone calls and respond to messages in a timely manner
- Act as a liaison between the insurance company claims adjuster and clients
- Update all policy information in the management system daily
- Invoice clients for all agency bill policies
- Negotiate with insurance company underwriters
- Check policies for accuracy and send out to clients
- Issue certificates or ID cards as needed
- Keep suspense file on all transactions for each client
Requirements
- Minimum 5 years commercial lines experience in an insurance agency
- Knowledge in all lines of commercial insurance coverages
- Current TDI General Lines Agent Property & Casualty insurance license
- Strong communication, organizational and “people” skills
- Computer literate including strong skills in MS Word and Excel
- Good writing skills
- Attention to detail and ability to prioritize urgency of work on a file
- Experience on Applied Epic (preferred) or similar agency management software
- Must have online rating experience with standard insurance companies
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
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