What are the responsibilities and job description for the Account Executive position at Holden Insurance Agency, Inc.?
Are you ready to take your career to new heights? Join our team at Holden Insurance! Our Ashland location is looking to hire a full-time Commercial Account Executive!
We believe in creating an environment where passion meets profession. Our six separate agencies foster a culture of collaboration and support and celebrate your success. Holden Insurance is committed to investing in your growth and providing opportunities for continuous learning.
It’s not just a job, it’s a journey, where we have fun and maintain a focus on productivity.
As an Account Executive you will support the day-to-day communication and process between the insurance companies and clients. Your exceptional customer service skill will include support in addressing various coverage issues, handling all inside service work associated with the clients account, including endorsement activity, routine coverage questions, problem solving, renewals, checking and helping bind polices.
Responsibilities:
- Build and maintain relationships with clients.
- Provide consistent, accurate, and timely communication to clients through, verbal and/or written correspondence.
- Inform and educate clients about coverage, exclusions and exposures, document electronic files accordingly.
- Maintain client files in Epic and use Epic for processing all transactions.
- Process daily incoming mail.
- Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients.
- Prepare applications, submit them to insured’s and carriers, obtain clients’ signatures on all applications, and follow up to ensure timely responses.
- Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
- Handle cancellations with care, saving all accounts possible.
- Receiving phone calls from clients and support receptionist duties.
- Submitting claims and continue servicing until resolved.
- Other duties as assigned.
Qualifications:
- Hight School Diploma or equivalent.
- WI Property & Casualty insurance license require- can be obtained after hire.
- Strong written and verbal communication skills.
- Ability to organize, prioritize and self-manage workload.
- Computer literate with experience using Word and Excel.
- Ability to work in a team environment, with a positive attitude, and willingness to help others.
- Able to work under pressure and time constraints.
- Ability to problem solve.
- High customer service skills.
- Good attendance.
Job Type: Full-time
Pay: $43,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
Ability to Relocate:
- NEW Location: 803 Lake Shore Drive W,Ashland, WI 54806: Relocate before starting work (Required)
Work Location: In person
Salary : $43,000 - $55,000