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    Commercial Lines Account Executive - Orlando, United States - The Jonus Group

    The Jonus Group
    The Jonus Group Orlando, United States

    Found in: Talent US C2 - 2 days ago

    Default job background
    Full time
    Description

    Job Description

    Commercial Insurance Account Executive

    Summary:

    Established agency seeking to hire a Commercial Insurance Account Executive.

    Job Duties:

  • Full Knowledge of insurance products and usages
  • Ability to advise and consult with clients re: their insurance coverages
  • 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

    • Qualifications:

  • 10+ Years working with middle market accounts in agency environment
  • Ability to meet/w clients and discuss insurance mitigation strategies
  • Must be organized
  • Ability to delegate workflow
  • Ability to multi task
  • Strong math & technical skills
  • Experienced w/TAM or equivalent agency management system

    • #LI-KR1

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