Account Executive - Commercial Lines

Spectrum Insurance Group is looking for a Commercial Lines Account Executive to join our Eau Claire office.

The Account Executive manages a book of business, services existing client accounts, and assists agents in providing insurance products for existing and prospective clients with a goal of building relationships while delivering exceptional customer service focused on customer retention.

Qualified candidates will be licensed and have 5 years of commercial lines experience.

Required Knowledge and Skills

 Knowledge of insurance products, rating, and underwriting procedures

 Excellent verbal and written communication skills

 Strong analytical thinking, business acumen and organizational skills 

Proficient computer skills including the ability to document and access information in an electronic system

 Ability to follow existing processes, procedures, and verbal instruction

 Ability to manage multiple priorities, accurately, efficiently, and independently

 Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

 Valid WI drivers license and acceptable driving history

 Current Property & Casualty Resident Intermediary license granted by the State of Wisconsin

Account Management

 Independently manages a book of business not assigned to an agent

 Prepares submissions and markets new/renewal business to appropriate carriers

 Responds to all day-to-day inquiries and service issues for assigned clients

 Provides coverage recommendations and collects exposures from clients and prospects 

Maintains agency management system with up-to-date and accurate information

 Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities

 Tracks, manages and documents open issues keeping the client and agent informed of status and resolution

 Quotes, analyzes, compares, and recommends coverage options for clients

 Manages renewal timeline to ensure timely execution of client decisions

 Prepares summaries of insurance, renewals, schedules, and proposals 

Reviews client contracts and policies for accuracy

 Supports Agents with new and renewal business presentations as needed

 Builds and maintains strong customer relationships through pro-active communication

 Communicates and educates clients on latest industry trends, issues, and changes

 Attends client meetings as required

Administrative

 Organizes tasks and resources to complete work and meet deadlines according to established procedures

 Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards

 Responds to incoming phone calls and emails promptly and effectively

 Performs basic office functions including emailing, filing, scanning, copying, and faxing

Customer Service

 Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction

 Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers

 Answers customer questions and resolves complaints in a timely and efficient manner

 Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors