What are the responsibilities and job description for the Account Executive - Commercial Lines position at W3Global?
Job Overview
Our client 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.
Requirements
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
Responsibilities
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, judgement 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 our 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
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Our client 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.
Requirements
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
Responsibilities
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, judgement 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 our 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
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
