- Manage the day-to-day needs of an assigned book of commercial accounts, including policy changes, invoicing and coverage review.
- Maintain appropriate coverage for commercial clients; identify gaps and offer solutions.
- Provide prompt, accurate feedback to client inquiries.
- Understand clients operations and provide coverage advice and solutions for changing needs.
- Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date.
- Remarketing as needed, including online rating and/or completing and submitting applications.
- Build strong, positive working relationships with clients, carriers, and members of the IMA team.
- Contribute to the Agencys growth through account rounding, cross selling and upselling within the existing book of business.
- Follow established workflows and maintain accurate records.
- Minimum 3 years commercial insurance experience
- Property & Casualty license required
- Possession of, or in pursuit of, professional insurance designations a plus
- Demonstrated knowledge of commercial underwriting and coverage
- Knowledge of carrier rating systems
- Excellent communication skills, both written and oral
- Well organized, detail-oriented, and a team player
- Must be able to work independently and prioritize workflow to ensure completion of all tasks
- Excellent analytical, problem solving and conflict resolution skills
- Ability to work in and contribute to culture of teamwork and cooperation
- Creativity valued as a key attribute
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
- Experience in working with AMS360 a plus
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Commercial Insurance Account Executive - Worcester, United States - Insurance Marketing Agencies Inc
Description
Job Description
Job DescriptionWe are seeking a highly motivated, sales minded Account Executive for our Middle Market Commercial Unit.
Responsible for retention and service of an assigned book of Commercial Lines accounts. Manage client relationships on a day-to-day basis, acting as a trusted resource to clients. Ensure a smooth renewal, making sure coverage needs are met and delivered to clients in a timely manner.
This role directly contributes to key business outcomes including client retention and client satisfaction.
Benefits
Annual Base Salary Based on Experience
Base Salary Based on Experience
Licensing Assistance
Flexible Hours/Flexible Schedule
Work from Home Flexible
Free Financial Advisory Service for Retirement Planning
Employee Assistance Program (EAP) for confidential help and referral services
Paid Time Off (PTO)
Work-Life Balance
Weekends Off
Holidays Off
Paid Holidays
401k Plan -
Safe Harbor 401K (3% of salary)
Career Growth Opportunities
Professional Development
Advancement Opportunities
Mentorship
Continuing Education Opportunities
Ongoing Training Seminars
Hands-On Training
Paid Volunteer Days
Professional Work Environment
Team Building Activities
Retirement Benefits
Paid Parking
Equipment Provided
Office Snacks and Coffee
Health Insurance
Life Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Supplemental Insurance
Responsibilities
Requirements