Insurance Account Executive - Personal Lines

The Personal Lines Account Executive at Morrow Insurance Agency is responsible for maintaining and maximizing profitable relationships with an existing book of business as well as growing the book of business through new client sales.

Responsibilities:

· New Business

Meet annual goals by writing new business policies for new and existing clients. Create and network with Centers of Influences to build referral sources. This process will include quoting based on our agency standards, application preparation, policy issuance and follow up to make sure we have necessary documentation on file.

· Customer Service

Educate clients on insurance products and service any personal lines client via phone, email, fax, mail and in person office visits. This will include billing inquiries, processing endorsements, submitting claims to the carrier, performing renewal reviews, providing FS-1/DL123/ID Cards/Evidence of Insurance, etc.

· Claims

Report claims for our clients to the carrier and provide guidance and assistance throughout the process. This may include contacting the adjuster on behalf of our clients.

· Retention

Remarket as necessary with various carriers, either at renewal or mid-term if necessary and/or making suggestions for their current policy to match our agency’s standards.

· Documentation/Data Entry in EPIC

Document all activity with each client in EPIC (our AMS). This includes all conversations (email, phone conversations, in-person visits, etc.). This also includes inputting new policies, policy changes, cancellations, trailing documents (such as applications, coverage rejection forms, LPR’s, FS-1/DL123, roof invoices, POA documents, etc.) in EPIC.

· Knowledge

Learn and maintain knowledge of the various underwriting practices of several insurance carriers as well as our own agency standards. Maintain CE requirements and participate in ongoing education regarding current industry practices, new product information, legislation, coverages and technology.

· Teamwork

Must be a team player willing to help with each other’s clients as necessary and collaborate accordingly.

Qualifications:

• Possess current P&C License with a minimum of 1 year experience as a Personal Lines Account Executive.
• Epic Experience Preferred
• Possess a valid driver’s license and a source of reliable transportation.

About Morrow Insurance Agency:

As an employee-owned company founded in 1919, Morrow Insurance believes that people are what make an organization successful. To deliver on our promise of exceptional customer experience, we know that our employees must have a passion for, and technical understanding of the insurance business.

Benefits/Perks:

• Competitive Pay
• Health/Dental/Vision
• 401(k) Matching
• ESOP/100% Employee Owned
• Paid Time Off
• Flexible Spending Account/Health Savings Account
• Life Insurance
• Short/Long Term Disability Insurance