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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:

Essential 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.
  • Enter policy data into our APPLIED EPIC client management system & scanning system
  • 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
  • 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)