What are the responsibilities and job description for the Commercial Lines Account Executive position at AWS Insurance?
COMPANY INFORMATION
Organization Name: Aparicio, Walker & Seeling, Inc.
About Our Organization: AWS Insurance, serving the Gulf Coast region, provides services in all aspects of insurance including commercial business insurance, risk management, car insurance, home or property insurance, flood insurance, natural disaster, marine insurance, liability insurance, employee health benefits, and payroll services. We offer our employees excellent health benefits to attract and retain high-quality employees.
Website: https://awsinsurance.com
Position Title: Commercial Lines Account Executive
About Our Organization: AWS Insurance, serving the Gulf Coast region, provides services in all aspects of insurance including commercial business insurance, risk management, car insurance, home or property insurance, flood insurance, natural disaster, marine insurance, liability insurance, employee health benefits, and payroll services. We offer our employees excellent health benefits to attract and retain high-quality employees.
Website: https://awsinsurance.com
Position Title: Commercial Lines Account Executive
Hiring Manager Job Title: Commercial Lines Manager
Employment Status: Full-Time Regular
Primary Location: Metairie, LA
Primary Location: Metairie, LA
JOB SUMMARY
Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts including the processing of changes, renewals, performing rating &/or data entry as necessary, making calls to clients or company representatives or by assisting in any other areas as instructed by Producer or Management.
Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts including the processing of changes, renewals, performing rating &/or data entry as necessary, making calls to clients or company representatives or by assisting in any other areas as instructed by Producer or Management.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Technical Expertise
These duties include but are not limited to:
- Analysis of current client exposures to create renewal marketing strategy in conjunction with Producer
- Renewal Marketing including the negotiation of coverages, exposure rates and agency compensation
- Quote reviewal for competitiveness and accuracy
- Binding insurance coverages for clients
- Identification of uninsured client exposures and provide recommendations for additional products/services to close exposure gaps
- Review of client contracts to ensure compliance with existing coverage &/or to identify additional uninsured exposures
- Online rating
- Knowledge of policy forms and endorsements
- Maintaining knowledge of current market conditions and new products
- Adherence to Agency Procedures
- Communication with clients and brokers/carriers
- Utilization of Agency Management System
- Audit Disputes
- Act as main point of contact for client, with in-house client facing meetings as necessary
- Review and processing of Policy Audits and Monthly Reports
- Process change requests
- Identifying and resolving Accounting Discrepancies including Aged Receivables
- Mail and phone correspondence/requests
- Documentation of Agency Management System
- Policy review and delivery
- Quickly addressing customer policy questions, and document requests
- Working with clients and underwriters to endorse coverage as needed
- Reporting and monitoring claims until closed
Document Generation
The following documents may be generated independently or via delegation. Nevertheless, the Account Executive is ultimately responsible for accuracy.
- ACORD Applications
- Supplementals
- Client Exposure Spreadsheets
- Statement of Values
- Loss Summaries or Loss Matrixes
- Marketing Submissions
- Market Summarizations
- Renewal Proposals &/or Spreadsheets
- Premium Finance Agreements
- Schedules &/or Summaries of Insurance
- Premium Breakdowns
- Certificates of Insurance &/or Evidences of Property
- Policies
- Endorsements
- Bind Requests
- Insurance Binders
- Invoices
Teamwork
These duties include but are not limited to:
These duties include but are not limited to:
- Supporting Producer in developing new business opportunities for existing clients and prospects
- Initiating and managing renewal process for existing clients with or without Producer as necessary
- Delegating and managing tasks given to supporting colleagues
- Ensuring delegated tasks are completed as directed
- Providing professional direction and guidance to other colleagues as appropriate
- Building and maintaining company and broker relationships
- Assisting Producer in coverage analysis, exposure recommendations and client presentations
QUALIFICATIONS/REQUIREMENTS
At a minimum, applicants will need:
At a minimum, applicants will need:
- High school diploma or General Education Degree (GED)
- Louisiana Property and Causality Licensed Agent
- 3 years of commercial lines customer service experience.
- Proficiency with Microsoft Office Suite, specifically Word, Excel, and Outlook
- Proficiency in Adobe Acrobat Pro
- Excellent oral and written communication skills
- Possess the following team player characteristics, collaborative, dependable and reliable, flexible, consistency, and communicative
- Ability to self-direct learning as necessary
- Detail oriented nature with strong ability to multi-task and prioritize work
- Ability to learn, analyze and make recommendations specific to client needs
- Strong interpersonal skills to build rapport with customers and underwriters
- Highly effective communication and negotiation skills
- Service clients effectively and efficiently through active listening, time management, and problem solving
- Ability to provide discretion, confidentiality, diplomacy, and tactfulness with respect to both agency and client information
- Competency in delegating, interacting with and collaborating with a variety of colleagues and underwriters
- Ability to always maintain and exhibit positive and professional attitude, treating clients, prospects, colleagues, and underwriters with respect.
- Willingness to work beyond scheduled hours, as necessary, to ensure client satisfaction and meet agency retention and growth goals.
- Technology savvy
Preferred Qualifications
- 5 years of Commercial Lines Customer Service Experience
- Bachelor's degree (B.A.)
- Louisiana Property and Causality Licensed Agent
- CISR, CIC or CPCU Designation
CLOSING
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
Flexible work from home options available.
