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Tracy Driscoll & Company Incorporated

Tracy-Driscoll & Company is a well-established Independent Insurance & Financial Sales Organization. We partner with key insurance carriers and a team of diversified insurance professionals in the industry. For a century, we have led as an Independent Agency that focuses on the individuality of our customers- delivering tailored, comprehensive insurance portfolios.

Our personalized and proficient service drives the success of our organization and paves the way for the circle of protection we provide for our clients. Allowing us to service them anytime they need us… at Work, Life, and Play.

THE TRACY-DRISCOLL DIFFERENCE

You’ll be part of a motivated marketing team leveraging the industry’s best combination of quality products, sales and marketing support, we offer competitive compensation (including health insurance, LTD, STD Dental and pension).

COMMERCIAL LINES ACCOUNT EXECUTIVE:

FULL-TIME POSITION

The Account Executive serves as the point of contact responsible for managing a designated Book of Business. Coordinating Service, Remarketing, Consulting, Claims Communications and Administration of client accounts. Client Retention is a key objective of this role. Supported by a team of administrative assistants, you will be expected to effectively perform & delegate the following primary tasks:

ESSENTIOAL DUTIES AND RESPONSIBILITIES OF THE COMMERCIAL LINES ACCOUNT EXECUTIVE:

  • Exhibit superior customer service traits at all times: Accommodate client requests, addressing all servicing needs
  • Communicate with carriers/underwriting/producers regarding renewals, audits, carrier recommendations, and quote negotiation on existing accounts
  • Thoroughly review all renewals to check for coverage gaps and account rounding opportunities
  • Expedite certificates of insurance as requested
  • Run MVR’s and update driver lists when required
  • Process endorsements and issue evidence of property certificates
  • Process and issue binders
  • Coordinate Re-marketing of Accounts: Gather and compile exposure information from the Client, including Loss Run schedules and Risk Classifications
  • Develop proficiency in Real Time technology, quoting in multiple carrier web-sites during the remarketing process or when adding additional lines of coverage
  • Review policies and endorsements for accuracy

Skills & Requirements of the Commercial Lines Account Executive:

  • Commercial Lines Account Executive/CSR with demonstrated success in this or a similar role; Minimum of 3-5 years of experience managing business accounts
  • Knowledge with Medical Malpractice and Bonds
  • Active Property & Casualty Producer License
  • Must possess a solid understanding of & the ability to clearly articulate Insurance Industry Standards, Policies, and Procedures
  • Impeccable Organization & Prioritization are essential to succeed in this multi-faceted position, with frequent changes in velocity & exposure to multiple resources.
  • Exceptional Interpersonal Relations and Advanced Communication & Consultative skills
  • Goal oriented: Sense of urgency and ability to meet client & producer expectations through well executed Time Management skills
  • Outstanding Listening, Negotiation, and Closing skills
  • Detail oriented with excellent follow-up skills
  • APPLIED EPIC or equivalent management system experience. (APPLIED EPIC proficiency preferred)

SALES EXECUTIVE-PRODUCER

Tracy Driscoll is now hiring an CL & PL Producer to help us keep growing. If you are excited to be part of a winning team, Tracy Driscoll & Co LLC. is a perfect place for you. As an Insurance Producer, you will implement marketing strategies to develop a strong network of prospective clients. You will develop leads and contact them via the phone and face-to-face to market insurance products. You may service existing clients, conduct annual reviews to seek opportunities to present other products to enhance their insurance portfolio.

RESPONSIBILITIES FOR INSURANCE PRODUCER:

  • Ability to network and develop leads
  • Use lead lists to establish contact and schedule appointments
  • Meet with prospective clients
  • Meet with existing clients to perform annual reviews
  • Must conduct phone prospecting, face-to-face prospecting and through social media efforts
  • Conduct sales presentation with the intent of selling an insurance product
  • Provide claim assistance to clients
  • Solicit referrals from clients

Qualifications for Insurance Producer:

  • Must be licensed in the state
  • Meet state continuing education requirements
  • Demonstrate great customer service skills
  • Excellent presentation skills
  • Reliable transportation to meet with prospective and existing clients
  • Above average analytical skills to determine prospective client needs