Account Executive - McAllen, United States - Affordable Homes of South Texas Inc

Description

Job Description

Job Title
Account Executive

Classification
Non-Exempt

Salary Grade/Range
Pay Grade C ($34,798 - $52,197)

Reports to
Hope Insurance Agency, LLC. Office Manager & CEO

Date
Revised March 4, 2024

JOB DESCRIPTION

Summary/Objective

To deliver high-quality customer service to clients who come in or telephone in an efficient and expeditious manner and in accordance with established policies and procedures. Become familiar with agency procedures, accounting, and compliance requirements. Market each new and renewal policy to give the best price for the best coverage for each customer. Become familiar with all the insurance companies and their rating, underwriting and claims procedures. Continued development of technical skills such as Word, Excel, Power Point and EVO, our agency management system. Always work with the Hope mission in mind of helping and contributing to the community.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Answer phones and provide excellent customer service for incoming calls.
2. Provide excellent customer service to all customers.
3. Provide administrative support as needed.
4. Take the information necessary to provide customers with quotes for insurance.
5. Work on renewals a month before renewal date by obtaining different quotes from different companies if remarketing is necessary.
6. Draw up proper applications and forms and obtain signatures from clients.
7. Submit forms to insurance company and request coverage bound.
8. Scan and enter all forms in EVO.
9. Make sure compliance requirements are met on each account.
10. Collect payments, give receipts, and transmit payments to insurance company.
11. Contact insurance companies to report claims and/or make inquiries on the customer's behalf.
12. Mail invoice and policy to Mortgage Company or client for payment if applicable.
13. Stay up to date on new rules or regulations and underwriting for Personal and Commercial lines policies and how the changes will impact our clients.
14. Maintain a high level of ethical behavior and confidentiality of information.

Competencies

1. Ethics
2. Organization Skills
3. Computer Skills
4. Customer Service
5. Communication

6. Product Expertise

Supervisory Responsibility

This position does not have supervisory responsibilities.

Work Environment

This job operates in a professional office environment and will frequently be exposed to the outdoors. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

Position Type/Expected Hours of Work

Some flexibility in hours is allowed, but the employee must be available during the "core" work hours of the organization, including Saturday rotations, and is expected to work a minimum of 40 hours each week.

Travel

Occasional travel outside of area related to training or home inspections may be required of this position.

Required Education and Experience

1. High School Diploma from an accredited high school or equivalent required.
2. Two years of successful course studies from an accredited University or College preferred but not required.
3. A minimum of five years' experience in property & casualty insurance and clerical management duties required.

Relevant Licenses/Certifications

1. General Lines Licensed in Property & Casualty required.

Preferred Qualifications

1. A minimum of 2 years' experience in life insurance preferred, but not required.
2. Two years of successful course studies from an accredited University or College preferred but not required.
3. Life & Health Insurance License preferred but not required.

Additional Eligibility Qualifications

1. Fluent in Spanish language in both written and verbal styles
2. Continued education is required.

Work Authorization/Security Clearance

None

AAP/EEO Statement

Tu Casa Investments, Inc. and Hope Insurance Agency, LLC. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.