Commercial Insurance Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver daily client support and address client inquiries and concerns through phone or email.

• Respond to client inquiries and troubleshoot issues.

• Process and monitor insurer cancellation notifications.

• Record customer service interactions.

• Manage exposure alterations and associated endorsements and documentation.

• Direct contract evaluations and certificate of insurance requests to the right departments.

• Issue Auto ID Cards.

• Create and maintain account details in the shared database.

• Report claims.

• Assist with invoicing and order financing.

• Oversee insurance renewals and new business procedures in line with EPIC timing standards.

• Pre-fill insurance applications and solicit information from clients.

• Follow up on information collection and submit to insurers.

• Negotiate policy conditions and secure competitive insurer options.

• Prepare and deliver insurance proposals via phone or web.

• Generate invoicing and confirmation-of-coverage documentation.

• Review and send policies to clients.

• Utilize Sagitta throughout the insurance workflow.

⛳️ Requirements

• Ability to work remotely from the United States during EST or CST hours.

• Experience, skills, training, certifications, and education will be considered for determining compensation.

• Capability to provide daily client support and manage insurance renewals and new business processes.

• Proficiency in handling client inquiries and resolving issues via phone or email.

• Competence in processing insurer cancellation notifications, exposure changes, endorsements, and documentation.

• Skill in preparing insurance applications, proposals, policy documentation, invoicing, and confirmations of coverage.

• Ability to negotiate policy conditions and procure competitive insurer options.

• Familiarity with the agency management system Sagitta.

• Technical precision and meticulous attention to detail.

• Proactive approach to problem-solving and effective communication skills.

• Capability to meet or surpass established goals.

🏝️ Benefits

• Generous Paid Time Off.

• Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non-exempt employees starting out; 12 company-observed paid holidays; 4 early-close days.

• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.

• $1,500 employee referral bonus for each hired referral.

• Employee recognition programs, awards, and trips.

• Employee Resource Groups: Women’s Coalition and EPIC Veterans Group.

• Mentorship Program.

• Tuition Reimbursement Program.

• Leadership Development opportunities.

• Pet Insurance.

• Identity Theft & Fraud Protection Coverage.

• Legal Planning services.

• Family Planning assistance.

• Menopause & Midlife Support.

• 401(k) matching.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Wellness and employee assistance programs.

• 50/50 work culture promoting collaboration, teamwork, and an inclusive work environment.

• Charitable initiatives including Donation Connection, Employee Assistance Fund, and People First Foundation.