Commercial Lines Account Executive

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

📋 Description

• Offers technical assistance to Producers by analyzing client requirements, coverage documents, and quotations.

• Arranges client meetings as requested by Producers.

• Occasionally joins Sales Executives for meetings with prospects and clients, as requested.

• Completes application forms in collaboration with Sales Executives, submits them to suitable carriers, and follows up to ensure prompt receipt of quotations and policies.

• Orders and issues binders, certificates, policies, endorsements, and related documents; checks their accuracy and sends them to clients with the necessary correspondence.

• Assesses whether direct or agency billing is suitable and invoices accordingly.

• Prepares insurance summaries, schedules, and proposals for word processing as required.

• Manages renewals in conjunction with Producers, in line with agency protocols.

• Reviews policy audits for accuracy and assists in making corrections between clients and carriers as needed.

• Confirms policy details and changes, facilitating necessary corrections.

• Handles incoming mail and phone inquiries, responding promptly and suitably.

• Adheres to the agency's credit and collection policies while invoicing and pursuing timely payments; requests cancellations from carriers per agency standards.

• Investigates reasons behind cancellation requests, takes action to retain accounts, and informs Sales Executives.

• Processes and follows up on cancellation requests with carriers to ensure accurate and timely resolution, maintaining the agency's financial integrity whenever feasible.

• Identifies potential loss exposures and suggests suitable coverage in collaboration with Sales Executives.

• Aids clients in filing initial claims reports, ensuring prompt responses from carrier representatives, and follows up on the status of claims per agency procedures.

• Prioritizes tasks and manages workflows to ensure efficient, timely, and accurate processing of transactions and responsibilities.

• Maintains positive and effective relationships with clients, colleagues, carriers, vendors, and other business associates.

• Stays updated on industry developments, new products, legislation, coverage, and technology to enhance knowledge and performance.

• Engages with others effectively by employing strong communication skills, cooperating meaningfully, and providing necessary information and guidance to meet the agency's business objectives.

⛳️ Requirements

• At least 5 years of experience in the commercial sector.

• Capability to manage multiple Producers.

• Proficient in advanced certificate processing.

• Strong oral and written communication skills to explain complex issues, interpret intricate information, and respond appropriately.

• Ability to comprehend written and spoken communication and interpret abstract concepts.

• Knowledge of insurance rating and underwriting practices.

• Proficient in computer skills and Microsoft Office applications.

• Familiarity with AMS360 and ImageRight software.

• Ability to visually process written materials and other documents.

• Possession of a Property and Casualty Agents License.

• Understanding of insurance products and their applications.

• Familiarity with insurance markets and references to those markets.

• Capability to perform complex tasks involving various concrete and abstract variables.

🏝️ Benefits

• Fully Remote