What are the responsibilities and job description for the Personal Lines Account Executive position at Foundation Risk Partners?
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Executive to their Owens Group Insurance team in Englewood Cliffs, NJ!
Essential Functions:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
Essential Functions:
- Meets agency’s objectives for client service, account development and placement of Aligns with Sales Plan goals. Services all clients as VIP status.
- Handles all phone calls, outside client visits and walk-in activity by clients and Phone calls are returned the same day or referred to supervisor or manager for handling.
- Working with clients to perform re-markets, answer questions regarding coverages and ensuring the coverages meets the needs of the client, cross sell to other departments.
- New Accounts:
- Works with colleague on transition of new business by reviewing EPIC notes to familiarize themselves with the new account. Sends intro email to the client. Work with colleague to clear up any open activities from the New Business binding within 72 hours.
- Rounding:
- Follows the Agency program to round personal lines accounts. At time of renewal, review open and closed activities to determine if additional coverage is beneficial to the client based on past conversations and revised company contracts. Review coverage eligibility requirements with company underwriter.
- Profiles, sends rounding email(s); follows-up and creates new
- Uses every contact as an opportunity to round the account and review coverages the insured needs; communicates those needs successfully.
- Renewals:
- Responsible for timely renewal reviews on assigned Book of Full review to be conducted every three years on non-VIP accounts.
- Delegates tasks to others within the agency and ReSourcePro as
- Manages their Home page in EPIC by keeping open activities
- Set up policy changes in EPIC and assigns to ReSourcePro for
- Attends networking events and carrier
- Proficient in duties of the Assistant Account
- Reviews company contracts and products independently each
- Mentor for less experienced staff within the Personal Lines
- Any other duties or projects that may be assigned by Agency
- NJ or NY Property and Casualty license required
- Minimum of one-year high net worth carrier experience
- At least three years of previous Account Executive experience
- Bachelor’s degree preferred
- Proficient in Microsoft Office 365 applications and Chubb, AIG, Pure, and Cincinnati Knowledge of Applied EPIC software preferred but not required
- Knowledge of Applied EPIC software preferred but not required
- Must be willing to obtain an insurance designation as per agency standards
- Superior customer service skills, including empathy
- Results oriented, resourceful
- Troubleshooter and collaborative thinker
- Organizational and time management skills
- Attention to detail and accuracy
- Ability to delegate
- Creative
- Good negotiation skills
- Relationship building skills
- Proactive and takes initiative
- Ability to maintain a positive attitude, express enthusiasm and be flexible
- Ability to work independently or as part of a team
- Professional demeanor and appropriately attired for office environment
- Respectful to all
- Good work ethic including willingness to assist co-workers and work extra hours on priority projects infrequently but as needed.
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
