Account Executive

SUMMARY

Provide professional service to existing and new policyholders, manage and maintain current client base, provide support to Producers. Maintain understanding of service techniques, product offerings and cross-selling other company products as appropriate. Including Systems Administration responsibility and Auditing for Quality Control.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Markets renewals, contacts clients, creates renewal summaries and handles other renewal activities in coordination with the Producers(s).
• Make contact with the Marketing Manager and Producer(s) to obtain the best markets for all new and renewal business.
• Performs online rating for policy quote and/or issuance.
• Assist producers in obtaining underwriting information or requests directly from the client.
• Requests renewals, endorsements and additional needed data from the companies and insured’s, based on agency guidelines. Solicits Producers assistance when necessary in order to issue coverage’s in a timely, effective manner.
• Prepare Professional Proposals, Summaries, Waivers, Applications, Finance Agreements and other documents required for signature for the Producers as requested
• Keep up to date on rate, form and coverage changes through company bulletins, Lunch & Learn, and information provided by our Marketing Manager.
• Prepares binders, certificates, account summaries, endorsements, evidences of property, auto ID cards, policies, lost policy releases and account balance status when requested. Insures that these items are delivered and/or mailed to client.
• Renews policies following agency standards; ensures that all renewals are produced.
• Informs and educates clients about policy coverage, changes, exclusions and insurance coverage needs during renewal process.
• Receives reported claims and forwards to the carrier.
• Determines reason for requests for cancellation; acts to save accounts; notifies Producer(s).
• Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution.
• Process all final cancellations.
• Maintain all electronic files in an orderly, up-to-date manner according to our agency standards.
• Maintain own follow-up and suspense file in TAM on any outstanding orders, correspondence, and follows up on overdue items.
• Attach all documents according to guidelines containing Agency Bill Invoices.
• Responsible for updating and correcting applications when processing new or renewal business or policy endorsements.
• Initiates own correspondence with companies and clients.
• Know binding authority for standard companies.
• Request binders from non-standard companies.
• Initiates renewal process for CSR24 clients.
• Invoice Agency Bill items before the end of the month in which coverage was bound.
• Responsible for resolving policy discrepancy sheets within 30 days.
• Works with processor on policy and endorsement discrepancies and resolves in timely manner.
• Instructs processor on preparing policy binders and document delivery methods.
• Assist or completes other tasks as directed by agency management.
• Assist marketing department with new business processing, as needed

MARGINAL DUTIES AND RESPONSIBILITIES:

• Provide telephone back up when required.

SUPERVISORY RESPONSIBILITIES:

• None

AGENCY QUALIFICATIONS AND EXPECTATIONS:

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• Adhere to and comply with established agency procedures.
• Able to work independently.
• Develop working relationships with co-workers, clients and company representatives.
• Team player

· Professional personal presentation

• The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION/EXPERIENCE/COMPETENCIES:

• Associate's degree (A.A.) or equivalent from two-year college or technical school; or two or more years related experience and/or training
• Combination of education and experience preferred.
• Will require CSR 440 License or 220 Property & Casualty General Lines Agent License. Must monitor and maintain continuing education requirements.
• Computer literate with knowledge of Microsoft Office products.
• Strong customer service skills
• Must be self-starter, organized, detail oriented.
• Possess time management skills and have the ability to prioritize workload.
• Keyboarding

LANGUAGE SKILLS:

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to companies,, clients, and other employees of the organization.

REASONING ABILITY

• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex issues, receive and interpret complex information, and respond appropriately.

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

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The working environment is characterized as:

· Moderate to Fast-paced.

· Multiple tasking environment.

· Moderate disruption environment.

· The noise level in the work environment is usually low to moderate.

· No or very limited exposure to physical risk.

Job Type: Full-time

Pay: From $47,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Experience level:

• 2 years

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Ability to commute/relocate:

• Fort Walton Beach, FL 32548: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

Salary : $47,000