New Job Opening: Commercial Insurance Client Advisor in Atlanta, GA

Job Description

Commercial Insurance Client Executive- Remote near Savannah, GA 

Compensation, $85k-$115k Base Salary + Bonus Incentives, Impressive Benefit Package including matching 401k.

Summary:

Established Insurance agency seeking to hire a Commercial Insurance Account Executive 

Job Duties:

• Full Knowledge of insurance products and usages


• Ability to advise and consult with clients re: their insurance coverages. Client Facing.


• Work closely with Producer to Advise Clients and Market new and renewal business 


• Manage workflow of assigned book of business and delegate workflow


• Maintain accounts in accordance with organizational guidelines


• Service and monitor account activity.


• Call existing insured to compliment or “round out” personal accounts.


• Work strategically with sales staff to optimize relationships and protect client’s business.


• Perform special projects as directed by the VP, Commercial Lines.


• Review policies and coverage for accuracy and rating calculations.


• Process endorsements, placement requests and invoicing.


• Complete and prepare certificates, proposals, policy summaries and reviews.


• Develop and maintain excellent relationships with our partners, carriers and vendors.


• Responsible for marketing process & quoting new and renewal business

Qualifications:

• 10+ Years working with middle market accounts in agency environment


• Ability to meet/w clients and discuss insurance mitigation strategies


• Must be organized


• Ability to delegate workflow


• Ability to multi task


• Strong math & technical skills


• Experienced with AMS 360 or equivalent agency management system 

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