Commercial Lines Account Executive - Nassau County
Company Name:
ARD Group
Primary Functions
Provide professional insurance counseling and service
Responsible for growth of designated book of business
Mentors the team
Maintain a positive & professional image
Major Responsibilities
Market new business, negotiate coverages & premiums, prepare and present professional proposals to clients and maintain underwriting and marketing information by carrier.
Develop & implement creative marketing programs to assist in achieving your production goals to grow your book of business & contributing to the department growth and always keeping our Value Proposition Statement as our underlying theme
Round out existing accounts with additional lines of business; upgrade existing coverages and advises clients of their gaps in coverage with every client contact.
Promotes collaboration between our Commercial Lines, Life & Health & Social Media Departments to cross sell products
Review new policies for accuracy & delegate processing to the Associate Account Executives
Handle correspondences from clients, prospects and companies regarding insurance, claims or administrative problems, and comply with the request and/or refer to the producer only when necessary.
Review all mail items and assign any processing issues to the Associate Account Executive
Take initiative to develop & train the Associate Account Executives. Areas of concentration: new business quoting, marketing to companies, consultative sale strategies, account rounding and cross selling.
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue items.
Be familiar with and follow agency E&O guidelines.
Maintain electronic files in an organized, up-to-date & accurate manner.
Perform special marketing projects at management's request.
Assist clients in reporting and settling claims
Expect to attend client visits as necessary to provide a high level of customer service
Encourage professional development: mentoring the team to develop strategies for account rounding, cross selling and time management. This mentoring requires skills building, positive communication and collaboration of the team
These responsibilities should facilitate the Primary Functions and are NOT limited to the list above.
Qualifications
Must be an independent thinker with good communication skills both verbal and written. Must have a communication style that is professional, positive, supportive, constructive and open, especially when giving and receiving constructive evaluation, or making suggestions to the team
College education with a minimum of 7 years insurance experience or a minimum of 10 years insurance experience
Must have a thorough understanding of Commercial Lines underwriting and coverages to include all types of situations from small to large accounts.
Must have experience in training & managing co-workers or leading projects
NYS Insurance Broker's License is required
Must be competent and comfortable working in a paperless office environment: being proficient in Outlook, Excel, Word and TAM/EPIC
Must have ability to facilitate and promote teamwork & team spirit
EDUCATION/CLASSES
The account executive is expected to attend various insurance and automation related education classes given by industry trade associations at the discretion of the CL's Manager. The cost of these classes is covered by the employer. They are typically given at local venues during normal business hours.
Contact Alison Sullivan
Estimated Salary: $20 to $28 per hour based on qualifications.
ARD Group
Primary Functions
Provide professional insurance counseling and service
Responsible for growth of designated book of business
Mentors the team
Maintain a positive & professional image
Major Responsibilities
Market new business, negotiate coverages & premiums, prepare and present professional proposals to clients and maintain underwriting and marketing information by carrier.
Develop & implement creative marketing programs to assist in achieving your production goals to grow your book of business & contributing to the department growth and always keeping our Value Proposition Statement as our underlying theme
Round out existing accounts with additional lines of business; upgrade existing coverages and advises clients of their gaps in coverage with every client contact.
Promotes collaboration between our Commercial Lines, Life & Health & Social Media Departments to cross sell products
Review new policies for accuracy & delegate processing to the Associate Account Executives
Handle correspondences from clients, prospects and companies regarding insurance, claims or administrative problems, and comply with the request and/or refer to the producer only when necessary.
Review all mail items and assign any processing issues to the Associate Account Executive
Take initiative to develop & train the Associate Account Executives. Areas of concentration: new business quoting, marketing to companies, consultative sale strategies, account rounding and cross selling.
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue items.
Be familiar with and follow agency E&O guidelines.
Maintain electronic files in an organized, up-to-date & accurate manner.
Perform special marketing projects at management's request.
Assist clients in reporting and settling claims
Expect to attend client visits as necessary to provide a high level of customer service
Encourage professional development: mentoring the team to develop strategies for account rounding, cross selling and time management. This mentoring requires skills building, positive communication and collaboration of the team
These responsibilities should facilitate the Primary Functions and are NOT limited to the list above.
Qualifications
Must be an independent thinker with good communication skills both verbal and written. Must have a communication style that is professional, positive, supportive, constructive and open, especially when giving and receiving constructive evaluation, or making suggestions to the team
College education with a minimum of 7 years insurance experience or a minimum of 10 years insurance experience
Must have a thorough understanding of Commercial Lines underwriting and coverages to include all types of situations from small to large accounts.
Must have experience in training & managing co-workers or leading projects
NYS Insurance Broker's License is required
Must be competent and comfortable working in a paperless office environment: being proficient in Outlook, Excel, Word and TAM/EPIC
Must have ability to facilitate and promote teamwork & team spirit
EDUCATION/CLASSES
The account executive is expected to attend various insurance and automation related education classes given by industry trade associations at the discretion of the CL's Manager. The cost of these classes is covered by the employer. They are typically given at local venues during normal business hours.
Contact Alison Sullivan
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
