Job Title: PL Account Executive
Department: Personal Lines
Reports To: Operations Leader
FLSA Status: Exempt
Job Code: Account Executive
Summary The Account Executive will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with the producer and other Agency personnel.
The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.
The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.
Responds to client request for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.
Maintains follow-up and suspense file on outstanding orders, correspondence, claims, renewal expirations and follows up on overdue and suspense items.
Checks new and renewal policies and endorsements for accuracy in coverage.
Works with the Producer to generate Personal Lines referrals.
Markets and sells lines of insurance to clients.
Follows company procedures with respect to all essential duties and responsibilities of the job.
Carries out supervisory responsibilities in accordance with the Agency's policies and applicable laws as required. Responsibilities include interviewing and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B.A.) from four-year College or university; and/or a minimum of two to four years of insurance customer service experience.
Certificates, Licenses, Registrations
Appropriate insurance license(s).
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 frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and ability to adjust focus.