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- Full Knowledge of insurance products and usages
- Ability to advise and consult with clients regarding their insurance coverage
- Manage workflow of assigned book of business and delegate workflow
- Maintain accounts in accordance with organizational guidelines
- Service and monitor account activity.
- Call existing insured to compliment or "round out" personal accounts.
- Work strategically with sales staff to optimize relationships and protect client's business.
- Perform special projects as directed by the VP, Commercial Lines.
- Review policies and coverage for accuracy and rating calculations.
- Process endorsements, placement requests and invoicing.
- Complete and prepare certificates, proposals, policy summaries and reviews.
- Develop and maintain excellent relationships with our partners, carriers and vendors.
- Responsible for marketing process & quoting new and renewal business
- 5+ Years working with middle market accounts in an agency environment
- Ability to meet clients and discuss insurance mitigation strategies
- Ability to delegate workflow
- Ability to multi-task
- Familiar with using Sagitta or Applied Epic
Commercial Lines Account Executive - Tampa, United States - The Jonus Group
Description
Job Description
Commercial Lines Account Executive
Summary:
Well established brokerage seeking to hire a Commercial Lines Account Executive.
Job Duties:
Qualifications:
$75,000-$100,000 plus great benefits a hybrid work schedule.
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