Job Title: Account Executive - PL
Department: Personal Lines
Reports to: Personal Lines Manager
FLSA Status: Exempt
Summary The Account Executive will provide a high level of support 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 direct selling, marketing, and customer service in coordination with the manager 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 goals and provide field service in support of Agency activities.
The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work to design and recommend proper insurance and risk management programs to Agency clients.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
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 Manager 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.
Education and/or Experience
Bachelor's degree (B.A.) from four-year College or university; or at least three years of insurance customer service experience.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of agency management software; Internet software; Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
Appropriate insurance license(s).