What are the responsibilities and job description for the Commercial Insurance Account Executive position at Tooher-Ferraris Agency INC?
Tooher-Ferraris Insurance Group is seeking an experienced, proactive, and dedicated Commercial Insurance Account Executive to join our team. The ideal candidate is self-motivated, organized, able to manage multiple tasks simultaneously, and has a comprehensive knowledge of commercial insurance. You will play a vital role in sustaining our commitment to providing the highest level of service to our customers.
Responsibilities:
1. Oversee a book of commercial lines business and manage day-to-day client relationships.
2. Review and analyze client’s current coverage and make appropriate recommendations.
3. Provide accurate and timely responses to both client and internal inquiries.
4. Prepare client proposals, summaries of insurance, schedules, and comparisons for account reviews.
5. Process renewal policies, endorsements, audits, cancellations, and other necessary documents.
6. Assist clients with claims process, acting as the liaison with insurance carriers.
7. Maintain strong carrier relationships and stay updated with changes in the insurance market and insurance laws.
Requirements:Qualifications:
1. Minimum of 3 years’ experience in commercial insurance account management.
2. Active Property & Casualty insurance license.
3. Exceptional customer service skills, with the ability to build strong relationships with clients, insurers, and colleagues.
4. Strong analytical and problem-solving skills.
5. Excellent verbal and written communication skills.
6. Proficiency in using Microsoft Office Suite.
7. Experience with Applied Epic and Professional designation such as CIC, CRM or CPCU is a plus.