Commercial Lines Account Executive

Commercial Lines Account ExecutiveBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.How You Will ContributeDevelop a full working knowledge of Commercial lines procedures.Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments.Spend approximately 50 to 60% of the time outside with customers and new business opportunities.Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.Oversee the requests for endorsements, and the preparation of binders, certificates, invoices, automobile identifications cards, and similar items.Review suspense on a regularly scheduled basis, re-suspending, or handling items as appropriateProvide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives.Follow-up to address customer needs and resolve any problems or issues.Maintain account files, overseeing that documents are placed into appropriate sections when not documented via automated database.Order cancellations where requested or required.Assist in clearing omitted items, account differences, and commission differences.Coordinate premium financing needs with Accounting Department.Keep clients and or producers informed of real or potential problems.Correspond with markets and clients, accompanying producers or going alone on customer visits, as necessary.Responsible for the marketing of assigned accounts, obtaining and evaluating quotations, and determining and recommending markets.Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policyMaintain knowledge of approved rates by the respective carriers, and be able to explain the rating of any policyNegotiate with company underwriters.Prepare complete and accurate submission and/or modify quotations when requiredMaintain a suspense file for proper follow up of outstanding quotation requestsPrepare policy orders to the successful carrier, binding, and invoicing as appropriateCheck Carrier issued policies for accuracy. Inform carrier and client of forthcoming correctionsUtilize agency automation with a high level of knowledge and proficiencyPursue a program of personal and professional developmentPerform other duties as assignedLicenses & DesignationsCPCU and/or CIC designation preferredFlorida Agents LicenseSkills & Experience to Be SuccessfulHigh School diploma, including management courses required or the equivalentAt least Five years of commercial retail insurance experienceCompletion and/or evidence of skills as outlined by Commercial managementCollege DegreeTeammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy ServicesBeyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.The Power To Be YourselfAs an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".