JOB DESCRIPTION: COMMERCIAL ACCOUNT EXECUTIVE
This opportunity is offering a great salary, a strong commission
structure, 100% employer paid health, unlimited PTO, etc.
The hiring manager is starting interviews as early as next week
- when can we hop on the phone and connect further?
Senior Commercial Lines Account Manager
The Commercial Lines Account Executive performs the essential
functions of the position, which include aiding Sales Executives
and clients with service needs and making changes to existing
accounts. Specific service and marketing responsibilities are
required in this position. Meets service and sales delivery
standards and performs essential functions to the quality and
service standards developed by the agency.
Provides technical support to Producer(s); specifically in
analyzing client needs, coverage forms and quotations.
Schedules appointments with clients as requested by
Occasionally accompanies Sales Executive on prospect and client
meetings as requested by Sales Executive.
Completes applications in coordination with Sales Executive;
submits applications to eligible and appropriate carriers; follows
up to ensure timely receipt of quotations and policies.
Orders and issues binders, certificates, policies, endorsements and
other related items; verifies their accuracy; forwards them to
client with appropriate correspondence.
Determines if direct or agency billing is appropriate and invoices
Prepares summaries of insurance, schedules and proposals for word
processing as needed.
Processes renewals in coordination with Producer(s) according to
Reviews audits of policies; verifies accuracy and facilitates
corrections, as needed, between client and carrier.
Verifies policy and policy change information, facilitating
corrections when necessary.
Processes incoming mail and phone requests, responding promptly and
Uses agency credit and collection policy in invoicing and pursuing
prompt payments; request cancellations from the carrier according
to agency standards.
Determines reasons for requests for cancellations; acts to save
accounts; notifies Sales Executive(s).
Processes and following up on cancellations requests to carriers to
ensure accurate and timely resolution; maintains agency in
financial equity whenever possible.
Assists clients in submitting first reports of claims, facilitates
prompt response from carrier staff and follows up on claims status,
according to agency procedures.
Identifies exposure to loss and recommends appropriate coverages in
coordination with Sales Executive(s).
Personal and Organizational Development
Sets priorities and manages work flow to ensure efficient, timely
and accurate processing of transactions and other
Maintains a cordial and effective relationship with clients,
coworkers, carriers, vendors and other business contacts.
Keeps informed regarding industry information, new product
information, legislation, coverages and technology to continuously
improve knowledge and performance.
Interacts with others effectively by utilizing good communications
skills, cooperating purposefully and providing information and
guidance, as needed, to achieve the business goals of the
Knowledge, Skills and Abilities
Minimum of 5 years insurance experience
Ability to manage multiple Producers
Advanced Certificate Processing
Ability to communicate orally and in writing with others to explain
complex issues, receive and interpret complex information, and
Ability to understand written and oral communication, and interpret
Property, Casualty Agents License.
Knowledge of insurance products and usage.
Knowledge of insurance markets and reference to markets.
Knowledge of insurance rating and underwriting procedures.
Ability to carry out complex tasks with many concrete and abstract
Familiarity with computer and Microsoft Office processing
Familiarity with AMS360 and ImageRight
Ability to process written and other materials visually.
High pressured, fast-paced environment with significant telephone
and personal disruption. Large number of multiple steps in complex
system performed with accuracy and speed is essential to the
successful completion of tasks.
This job description is intended to describe the level of work
required by the person performing the work. The principle duties
outlined are the essential responsibilities and duties.
Any other duties as requested by management
All qualified applicants will
receive consideration without regard to race, age, color, sex
(including pregnancy), religion, national origin, disability,
sexual orientation, gender identity, marital status, military
status, genetic information, or any other status protected by
applicable laws or regulations.
GPAC (Growing People and
Companies) is an award-winning search firm specializing in placing
quality professionals within multiple industries across the United
States for the past 31 years. We are extremely competitive,
client-focused and realize that our value is in our ability to
deliver the right solutions at the right time.