Commercial Insurance Account Executive
Company: Symphony Risk Solutions LLC
Location: Richardson
Posted on: June 24, 2022
Job Description:
Job DescriptionSymphony Risk Solutions is looking for the ideal
candidate to fill a Commercial Lines Account Executive position.
This person will manage commercial accounts, be a self motivator
and possess a strong work ethic. An enthusiastic and friendly
personality is also an important characteristic for taking care of
our clients and building professional relationships. If you fit
this description, we would love to talk to you about joining our
team.
Benefits
- Competitive pay
- Health Insurance
- Life insurance
- Vision insurance
- Dental insurance
- 401K matching program
- Great work environment
Responsibilities
- Manage accounts of $500,000+ in aggregate annual revenue.
- Be a self-starter and "take ownership" of your client
relationships.
- Prioritize service to clients and colleagues by being honest,
timely, and accurate.
- Manage submissions to insurers, including application
preparation.
- Ability to analyze and communicate client's risk to client and
colleagues.
- Communicate important client matters to their manager providing
a clear outline of the issues paired with a thoughtful
solution.
- Consistently provides organized and error-free renewal
comparisons/summaries/new business proposals/presentations and
other work products to clients/colleagues.
- Gather the information for the renewal of designated accounts
sixty to ninety days prior to renewal.
- Manage new business and renewal quote process and keep the
client informed of any delays.
- Receive phone calls and office visits from clients requesting
quotes or changes/explanations to existing coverage.
- Prepare proposals for new and existing clients.
- Ability to communicate with colleagues and clients regarding
renewal strategy to ensure higher retention and/or negotiate higher
commission.
- Manage submissions to insurers, including application
preparation.
- Service clients by processing policy changes, handling billing
issues, and providing information for audits.
- Process requests for certificates of insurance and promptly
return them to the client.
- Bind policies.
- Prepare premium finance agreements.
- Proficient use of rating systems, Resource Pro, DocuSign,
RightSignature/ShareFile.
- Make periodic service calls for designated accounts.
- Perform special projects at the request of clients or
management.
- Review incoming mail and assign to Analysts to handle.
- Thorough understanding of insurance products and services.
- Excellent written and verbal skills to effectively communicate
with colleagues, clients, and insurers to give and receive accurate
information.
- Proficiency of Microsoft products - Word, Excel, Outlook, and
PowerPoint.
- Perform other responsibilities and duties when needed.
Requirements
Education, licenses, and certifications
- A resident Insurance Broker or equivalent license for Property
and Casualty and/or Life and Health based on your position.
- Bachelor's degree required.
- 2 years or more of relevant industry experience is
required.
- An associate degree and a great amount of relevant industry
experience will be considered in lieu of a bachelor's
degree.Physical Demands While performing the duties of this job the
employee is regularly required to sit or stand at a desk. Must be
able to physically operate desktop computers, multiple monitors,
proprietary software, phones, and common office equipment.
Occasional bending, reaching, and light lifting (up to 10 lb.) is
required. The ability to effectively listen, and understand, and
communicate by telephone and in person is important to fulfilling
the essential functions of the job.Work EnvironmentThis position is
a regular full-time in-office position. Occasionally working after
hours may be required in order to meet the demands and deadlines
associated with the position. The work environment involves the use
of typical office equipment such as computer, printer, telephone,
etc. in a controlled climate.Travel Requirements Limited travel is
required for this position.
Keywords: Symphony Risk Solutions LLC, Richardson , Commercial Insurance Account Executive, Other , Richardson, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...