Location
Maryland - Remote
Industry
INSURANCE
Date Posted
12/24/2021

Commercial Lines - Account Executive

Summary: Responsible for servicing assigned commercial accounts with a designated producer. Account rounding and development of a new wholesale and retail business as appropriate and in accordance with the practices, policies and procedures of the client. Any experience with non-profits, associations, or government contractors would be a big plus, but not necessary.

Responsibilities:

  • Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients/brokers.
  • Develop and maintain relationships with clients/brokers to ensure that all service needs are met.
  • Develop new business from existing accounts.
  • Gather information from clients/brokers and prepare applications for submission to underwriters for both new and renewal business.
  • Prepare client proposals based on client’s needs, rates, and coverages.
  • Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
  • Maintain accuracy of the data in the agency management system (EPIC).
  • Handle collections of premiums due from clients.

Qualifications:

  • Ten years of commercial lines account management experience.
  • Thorough knowledge of commercial coverages and markets.
  • Experience with MS Office Suite
  • High-level organizational, interpersonal, and communication skills.