Commercial Lines Account Executive Eau Claire, WI
We are looking for a Commercial Lines Account Executive to join a firm in Eau Claire.
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 personal lines experience.
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, 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 the firms 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
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
- 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 driver’s license and acceptable driving history
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Ready for your next step as a Commercial Lines Account Executive? Email your resume to Angie.Overby@gogpac.com for confidential consideration.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
