The Account Executive role is responsible for meeting the strategic and technical needs of the clients while managing a team of service professionals toward the goal of securing new business and retaining existing clients.

Responsibilities:

Work hand-in-hand with the Producer to meet the needs of the client.

• Manage a book of commercial insurance by marketing new business, renewing existing business, and analyzing coverage and risk exposure.

• Build relationships with current and prospective clients to better serve them and their portfolio of insurance policies.

• Perform coverage comparisons, contract reviews, and negotiate with underwriters, as necessary.

• Oversee all invoicing, paperwork, and internal processing of assigned accounts.

• Prepare reports, proposals, and other documentation.

• Lead and mentor a team of Account Managers and Assistant Account Managers.

• Perform other duties and projects, as assigned.

Qualifications:

• Active Property and Casualty Insurance Agent License (required)

• Commercial Insurance Account Management experience (required)

• Strong Microsoft Office skills

• Ability to multi-task in a fast-paced environment

• AMS360 experience a plus

• Interest in leadership and mentoring

• Possess a strong work ethic, positive attitude and be a team player

Benefits:

This role is remunerated based upon experience and contribution to the organization through a combination of salary, bonuses and profit sharing. The agency also provides full group health insurance, 401K with match and supports the pursuit of industry designations.

Apply now on LinkedIn or send an email with your resume

The Assistant Account Manager role is responsible for meeting the strategic and technical needs of the clients while working in a team of service professionals toward the goal of securing new business and retaining existing clients.

Responsibilities:

• Build relationships with current and prospective clients to better serve them and their portfolio of insurance policies.

• Work in a team approach to service the clients’ needs and provide support to senior managers.

• Manage a book of commercial insurance by issuing certificates, processing endorsements, policy checking, proposal preparation, and invoicing clients.

• Maintain internal processing and documentation of assigned accounts.

• Continually grow toward becoming an Account Manager through mentoring and education.

Qualifications:

• Active Property and Casualty Insurance Agent License (required)

• Commercial Insurance Account Management experience (required)

• Strong Microsoft Office skills

• Ability to multi-task in a fast-paced environment

• AMS360 experience a plus

• Interest in leaning and growing as an insurance professional

• Possess a strong work ethic, positive attitude and be a team player

Benefits:

This role is remunerated based upon experience and contribution to the organization through a combination of salary, bonuses and profit sharing. The agency also provides full group health insurance, 401K with match and supports the pursuit of industry designations.

Apply Now on LinkedIn or send an email with your resume