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- Manage new business placements and renewals, procuring information from members to market and place accounts.
- Proactively review client files and obtain updated information necessary for renewals; prepare applications and market accounts as necessary; monitor insurers for timely delivery of renewal proposals; prepare and present comparative executive summary to client; and review policies for accuracy once received.
- Provide day-to-day service fulfillment which includes answer phones, prepare binders and certificates requested, order change endorsements, issue auto ID cards, and track progress, as necessary.
- Complete applications via phone; submit applications to multiple carriers; receive proposals and present comparison to clients; submit bind orders per client request; issue binders, COIs, and auto ID cards and market program to new members or target member groups when requested.
- Assist with development of marketing materials and strategies, design and prepare management reports, and save all correspondence and documents to client's files.
- Minimum 3+ years' experience as a licensed personal business insurance professional.
- Must have an active property and casualty insurance license.
- Excellent skills and proficiency in MS Excel and Word and Agency Management programs, EPIC preferred.
- Excellent verbal and written communications skills.
- Strong customer service, organization, and attention to details skills.
- Self-management and project management abilities.
- We provide you the ability to collaborate with a passionate group of leaders, peers, and amazing members.
- We recognize accomplishments and contributions through development, growth, and compensation
- Excellent Benefit Packages, including medical, dental, vision, 401(k), and supplemental policies.
Personal Lines Account Executive - Englewood Cliffs, United States - Otterstedt Insurance Agency
Otterstedt Insurance Agency
Englewood Cliffs, United States
1 week ago
Description
Otterstedt Insurance Agency seeks a full time Personal Lines Account Executive position with 3 years minimum experience in personal lines for immediate opening in Bergen County area. P&C insurance license required. Knowledge of Applied System (EPIC) a plus. Great benefits. Salary commensurate with experience
Our Personal Insurance Account Executive will:
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