What are the responsibilities and job description for the Personal Lines Account Executive position at Sr. Landscape Architect?
Responsibilities
- Responds to new business leads timely and professionally; identifies exposures and coverage needs; rates business with multiple carriers to put together comprehensive program to present to prospect
- Reviews renewal, remarkets renewals as needed, corresponds with clients, creates renewal proposals, and handles other renewal activities in coordination with the producer(s).
- Maintains and updates electronic and transactional files
- Verifies policy and change information, facilitating corrections when necessary
- Understands appetites of all of our carriers and maintains positive working relationships and effective communication with marketing reps and underwriters
- Understands and aligns with agency goals in terms of desired business and placement of that business
- Assists clients with making coverage changes in an automated environment supported by transactional filing; uses each contact with the client as an opportunity to review the whole account, round it and market
- Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs
- Responds to clients’ needs by producing proofs, policies, endorsements, and other related items; verifies their accuracy
- Processes incoming email and phone requests, responding promptly and appropriately
- Actively solicits increases in coverage and rounds out accounts through sales to clients; leaves good documentation of all contacts
- Uses agency credit and collection policy in invoicing and pursuing prompt payments, requests cancellations from the carrier according to agency standard
- Determines reasons for requests for cancellations; acts to save accounts; notifies producer(s) according to agency standards
Job Type: Full-time
Pay: $57,896.33 - $69,724.62 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Personal Lines Account Executive: 5 years (Preferred)
- Insurance: 5 years (Preferred)
Work Location: In person
Salary : $57,896 - $69,725