Account Executive Personal Lines

Eagan Insurance • Remote (United States) • 3w ago

Purpose

Establish and maintain producer and client confidence
Individual performance and team work contribution to achieve maximum unit productivity without errors and omissions

Essential Job Functions

Customer Service

Handle phone calls, respond in a timely manner to insureds/companies/in-house requests or questions
Compose correspondence and required response to client, company, etc.
Activity (suspense) documentation and follow-up
Monitor endorsement requests, receipt and accuracy
Personal visits with client

Account Management

All functions necessary to provide exceptional customer service and account retention
Complete applications for new and renewal accounts; advise producer or client of any missing items or possible enhancements available
Keep expiration list current
Prepare new and renewal proposals
Flood rating and quotes
Handle technical or complex questions or problems with insured
Check policies and put together for delivery
Troubleshooting, quality control, E&O protection
Assist CSR with additional training, questions, problems; oversee workflow

Other Duties

Maintain accounts
Answer coverage questions, suggest alternatives
Promote positive image of agency with personal attitude and job commitment
Maintain professionalism in communication and negotiation
Quality control and prevention of agency E&O
Backup other units as needed; absorb CSR duties when necessary

Above and Beyond

Service any customer’s needs regardless of department, when required

Credentials/Training

Personal Lines and/or P&C Insurance license (Required)
Enrollment in education program
Must maintain license through continuing education

Physical/Mental

Ability to separate business from personal reactions
Creative thinking, problem-solving
Ability to handle stress, meet deadlines
Ability to handle multiple tasks
Ability to make coverage decisions, answer questions, solve problems without Producer’s assistance
Be Customer Service-conscious at all times
Maintain a good sense of humor

Equipment/Software

Computer literacy
AMS proficient
Basic knowledge word processing (MS Word)
Scanning

Working Conditions

Availability of a private office for conferences

Employee Benefits

Benefits begin after 30 days employment and 1st of the following month (Medical, Dental, Vision, Short-Term Disability, Flexible Spending Account (Medical/Dependent Care), Health Savings Account, Voluntary Life, and additional Voluntary Insurance options
Agency pays $50,000 of Life insurance, Long-Term Disability & AD&D per employee
Agency matches 50% up to 4% in 401(k)
Paid Time Off (PTO) can be used after 30 days of employment (1-5 years 16 days, 6-9 years 19 days, 10+ years 23 days)
Flex Fridays (26 Fridays per year - every other Friday off) begins after 90 days of employment
Holidays (9 paid per year) plus additional Office Closures
Employee Assistant Program (EAP)
Flexibility – Great work/life balance

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