Personal Lines Account Executive

Description

Description

Welcome to The Liberty Company—a forward-thinking, rapidly growing insurance brokerage built on a foundation of culture and collaboration. Recognized for our award-winning workplace, we believe in creating opportunities for every employee to discover their Joy of Being ( JOB ).

Our entrepreneurial, wellness-focused environment is paired with competitive compensation, a generous benefits package, paid time off, and unique programs to support your professional and personal growth.

We’re seeking a dynamic Personal Lines Account Executive to join our vibrant team! If our values resonate with you, and you’re looking for a workplace where culture comes first, we can’t wait to get to know you!

Position Summary:

Employee uses his/her qualifications, experience, expertise, judgment and discretion to obtain, maintain, service, market and grow the insurance business of The Liberty Company (“Company”). Assists Company clients with obtaining/renewing insurance coverage for Company clients on terms and at prices that are competitive and appropriate. Assists Company in managing all aspects of Company’s relationship with Company’s clients, including administration, marketing, customer service, and receivables. Assists Company in managing all aspects of Company’s appointments with carriers, including assisting with memos and updates.

Primary Responsibilities:

• Primarily responsible for High Value Personal Lines accounts.
• Prepare submissions for Company accounts, including for new/renewal business, market Company accounts as appropriate, and prepare and present proposals to Company accounts, including on-site meetings as appropriate.
• Prepare change requests for Company and Company accounts
• Review policies and endorsements for accuracy.
• Initiate new account files in AMS360.
• Invoice Company accounts (agency bill transactions)
• Assist Company and carriers with collections.
• Prepare and implement marketing strategies, particularly with respect to upcoming expirations (within 120 days).
• Manage account cancellations as appropriate, including communicating with Company’s carriers and clients to address cancellations, ensure continuation of coverage, and mediate any issues or disputes related to cancellation.
• Manage carrier memos and process updates.
• Manage Company account requests, including requests for ID cards, evidence of property, certificates of insurance, binders, and policies and related documents.
• Evaluate Company accounts’ exposure and risk in determining appropriate markets for obtaining quotes.
• Use experience, expertise, judgment and discretion in selection of carriers for Company accounts.
• Obtains quotes for coverage, negotiates with carriers regarding coverage terms and interprets coverage for clients.
• Evaluate and recommend additional coverage to Company clients based on client needs.
• Delegate assignments to administrative assistants, as appropriate.
• Manage Company accounts by, among other duties, keeping other team members fully informed of all important activities on Company accounts.
• Manage Company receivables, renewals/expirations, as appropriate.
• As appropriate, act as Company liaison with carriers and clients regarding complaints, claims, and grievances related to assigned accounts. Using experience, expertise, judgment and discretion, attempt to resolve complaints, claims, and grievances related to assigned accounts.
  
  

Performance Expectations:

• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert team members and Company executives of incidents that may require intervention.
• Be responsive to phone calls and e-mails.
• Be responsive to Company client requests (e.g. ID cards, certs, binders).
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with executives, senior management and other team members (departments/personnel) on special projects and on the formulation and implementation of Company policies and procedures, as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, seminars and other forms of continuing education.
• Participate in seminars and classes to continue development of qualifications, expertise and experience.
  
  

Qualifications

Minimum Qualifications/Requirements:

• Minimum 10 years experience handling High Value Personal Lines accounts.
• Education requirement: High school diploma or equivalent is required, college degree preferred.
• Active California DOI P&C License required.
• Professional designation is a plus.
• Knowledge of AMS360 system or similar agency management system.
  
  

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code,

• 1033 and 1034 to qualify for that role