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Commercial Insurance Account Executive

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Number of Applicants

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Job Description - Commercial Insurance Account Executive


This is a direct placement, full-time position at Southpoint Insurance. Abstrakt Marketing Group is only assisting Southpoint Insurance with their hiring needs.

About the Company

Southpoint Insurance Agency in Orland Park is growing our team! We have an opening in our commercial department for a Full Time Commercial Account Executive.

If you have excellent attention to detail, enjoy the creative challenge of problem solving and have a passion for helping others you could be a great fit! We are looking for the right candidate to bring their experience, knowledge, professionalism and guidance to our clients. We value all our team members and strive for a collaborative work environment where you can use your talents and become part of a great organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel
  • Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers.
  • Work closely with Southpoint’s sales teams to understand a client and/or prospect’s needs, submits coverage specifications and obtains quotes from potential carriers for new and renewal business.
  • Determines appropriate client service support for new and existing clients; responds to client and carrier inquiries, maintains and enhances the company’s relationships with existing clients by executing proactive and ongoing contact initiatives.
  • Makes decisions regarding the resolution of all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.
  • Independently enters and maintains accounts/policies in agency management system while maintaining a current suspense; reviews insurance policies and endorsements for accuracy; reviews contracts and special certificate of insurance requests for compliance and response to insured.
  • Proactively maintains partnership with the producer by keeping him/her informed of pertinent information regarding the accounts and provides support and assistance for the development of new business.

Requirements

PREFERRED REQUIREMENTS

  • 3+ years in Commercial Insurance
  • Property/Casualty License
  • Experience working with TAM, EPIC or AMS360

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