Account Executive 1

The primary purpose of this position is to handle the day-to-day customer service activities associated with handling MidCountry Insurance Personal and Commercial Lines customers. Assists insurance agents with sales activities.

• Understand personal lines product offerings and what insurance companies to leverage for each offering
• Assist producers with sales
• Leveraging systems, research and obtain auto, home, health insurance, and some small commercial insurance quote comparisons to get the best rate and/or coverage. Fine-tune quote on the insurance company’s website
• Communicate quotes and other information to the insurance producers and customers, as directed by the insurance producer.
• Keep current with company eligibility requirements for personal lines
• Assist producers with administrative duties and special projects.

• At a high level, understand commercial lines product offerings
• Assist manager and insurance agents with sales and service

• Compare new or updated policies with current coverage shown on our policy. Update management system and customer and/or department information accordingly.
• Compare policy changes to what was requested to ensure change was done correctly
• When the customers copy of the policy is received, create a letter to go with the policy. Ensure letter is properly addressed and signed.

• Answer phone and respond to emails. Greet walk-in customers.
• Answer customer, insurance agents and/or insurance company questions. If necessary, complete the research necessary and respond accordingly and/or get the right people involved to solve the question at hand.
• Process changes to our insured's policies upon request
• Issue certificates, binders and/or ID cards when requested.
• Open and distribute mail
• Prepares renew letter and mail out to customers on an annual basis.
• Assists clients with reporting claims
• Works to ensure the agency is proactive regarding retaining accounts; following up on cancellations by sending reminder communications (letters, emails, phone calls) for late payments and do what we can if an account is cancelled for any other reason
• Actively solicits additional lines of coverage for current accounts when the opportunity arises
• Maintain a courteous and effective relationship with clients, co-workers, carriers and other business contacts.
• Continuously look for better ways to service our customer, improve our internal process and process with our insurance companies.
• Provides other department support including working with manager to retain business from departing insurance staff and/or assist in onboarding new team members.

• Required Level 1: High School Degree or equivalent

• Level 1: 1-2 years of customer service or related experience