Compliance Account Executive at Indigo Medical Compliance ensuring compliance across business operations. Coordinating documentation, meetings, and payments while maintaining high accuracy standards.
PL
Onsite Personal Lines Account Executive
Posted 8 hours ago
About the role
- Personal Lines Account Executive managing policies and ensuring quality service for clients at Patriot Growth Insurance Services. Focusing on risk evaluation and account management in the insurance sector.
Responsibilities
- Write Personal Lines policies and service existing accounts effectively.
- Quote new leads using various company websites to provide comprehensive coverage options.
- Communicate and negotiate with underwriters to assess risks and obtain suitable coverage options.
- Respond promptly to underwriting memos, ensuring accurate and complete information.
- Evaluate risk locations thoroughly to determine appropriate coverage and mitigate potential risks.
- Actively engage in marketing accounts to expand business opportunities and attract new clients.
- Manage expiration lists efficiently, ensuring timely renewals and proactive action on expiring policies.
- Rewrite non-renewals and canceled policies, focusing on retaining clients and mitigating risks.
- Process changes on existing accounts promptly and accurately.
- Handle payment transactions with clients, ensuring seamless and secure processing.
- Work on retaining and rewriting existing accounts when faced with significant uprates.
- Provide support by covering other desks during co-workers absence to maintain seamless operations.
Requirements
- 5-7 years Personal Lines Account Management experience
- Valid Property & Casualty License
- Excellent verbal and written communication skills
- High-level of interpersonal skills with a client-service mind-set
- Well organized and detail-oriented
- Quick learner that thrives in a fast-paced environment
- Ability to work effectively in a team environment and collaborate with team members and other departments
- Strong analytical abilities to assess client needs and recommend appropriate insurance solutions
- Proficient with Microsoft Office Suite, including Word, Excel, Outlook, & Teams
- Commitment to staying updated on industry trends, regulations, and best practices
- Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
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