Account Executive

Job Title
Account Executive 

Summary
To deliver high-quality customer service to clients who come in or telephone in an efficient and expeditious manner and in accordance with established policies and procedures. Become familiar with agency procedures, accounting and compliance requirements. Market each new and renewal policy to give the best price for the best coverage for each customer. Become familiar with all the insurance companies and their rating, underwriting and claims procedures. Continued development of technical skills such as Word, Excel, Power Point and QQ Catalyst, our agency management system. Always work with the Hope mission in mind of helping and contributing to the community.  

Key Responsibilities
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 

• Take the information necessary to provide the customer with a quote for insurance.
• Work on renewals a month before the renewal date by obtaining different quotes from different companies if remarketing is necessary.
• Draw up proper applications and forms and obtain signatures from clients.
• Submit forms to insurance company and request coverage bound.
• Make sure compliance requirements are met on each account.
• Scan and enter all forms in QQ Catalyst.
• Answer phones and provide excellent customer service for incoming calls.
• Provide excellent customer service to walk-in customers.
• Contact insurance companies to report claims and/or make inquiries on the customer’s behalf.
• Collect payments, give receipts, and transmit payments to insurance companies.

• Mail invoice and policy to Mortgage Company or client for payment if applicable.
• Provide administrative support as needed.
• Sort and distribute incoming mail.
• Maintain a high level of ethical behavior and confidentiality of information.

Supervisory Responsibilities 

This position does not have supervisory responsibilities. 

Required Qualifications 

• Personal Lines License 
• High school diploma, GED, or equivalent from an accredited institution.  
• Bilingual in English and Spanish, with strong written and verbal communication.
• 3 or more years of experience in personal lines
• 3 years of experience in clerical management duties

Preferred Qualifications 

• General Lines Licensed in Property & Casualty
• Life & Health License
• 2 or more years of experience in life insurance

Competencies 

• Ethics
• Organization Skills
• Computer Skills
• Customer Service
• Communication

Work Environment
This job operates in a professional office environment and will frequently be exposed to the outdoors. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. 

Physical Demands
The physical demands outlined here represent the requirements necessary for an employee to perform the essential functions of this job successfully. While carrying out job duties, the employee must regularly communicate verbally and listen. Additionally, the employee is frequently required to stand, walk, use their hands for tasks such as handling or manipulating objects, and reach with their hands and arms.  

Expected Work Hours
Some flexibility in hours is allowed, but the employee must be available during the organization's core work hours, which are Monday through Friday from 8:30 AM to 5:30 PM. A minimum of 40 hours per week is expected. 

Travel 

This position may require occasional travel outside the area for training. 

Work Authorization
None required 

AAP/EEO Statement 

Tu Casa Investments, Inc. and Hope Insurance Agency, LLC. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.