Account Executive Commercial Lines

Purpose

  • Establish and maintain producer confidence
  • Individual performance and team work contribution to achieve maximum unit productivity without errors and omissions

Essential Job Functions

Customer Service

  • Handle phone calls, respond in a timely manner to insureds/companies/in-house requests or questions
  • Compose correspondence and required response to client, company, etc.
  • Activity (suspense) documentation and follow-up
  • Monitor endorsement requests, receipt and accuracy
  • Personal visits with client at insured’s place of business or Eagan office

 

Account Management

  • All functions necessary to provide exceptional customer service and account retention
  • Complete applications for new and renewal accounts; advise producer of any missing items or possible enhancements available
  • Keep expiration list current; accountability for renewals
  • Prepare loss summaries
  • Prepare new and renewal submissions for marketing
  • Negotiate with underwriters and brokers on coverage and pricing
  • Market certain new and renewal accounts
  • Premium rating; experience modification
  • Prepare finance agreements
  • Handle requests for specialized certificates of insurance
  • Prepare new and renewal proposals
  • Flood rating and quotes
  • Handle technical or complex questions or problems with insured
  • Check policies and put together for delivery
  • Check Accounts Receivable listings and collect premiums when necessary
  • Troubleshooting, quality control, E&O protection
  • Assist CSR with additional training, questions, problems; oversee workflow

Other Duties

  • Review contracts for insureds as required
  • Assist Producer in gathering coverage information for renewals
  • Visit select insureds
  • Maintain selected accounts without Producer assistance
  • Answer coverage questions, suggest alternatives
  • Calculate premium allocations for insureds with multiple locations
  • Promote positive image of agency with personal attitude and job commitment
  • Maintain professionalism in communication and negotiation
  • Quality control and prevention of agency E&O
  • Backup other units as needed; absorb CSR duties when necessary

Above and Beyond

  • Arrange specialized coverage extensions as required by contract
  • Service any customer’s needs regardless of department, when required

Credentials/Training

  • Requires Commercial Lines Insurance Solicitor’s license
  • Enrollment in education program
  • Must maintain license through continuing education

Physical/Mental

  • Ability to separate business from personal reactions
  • Creative thinking, problem-solving
  • Ability to handle stress, meet deadlines
  • Ability to handle multiple tasks
  • Ability to make coverage decisions, answer questions, solve problems without Producer’s assistance
  • Be Customer Service-conscious at all times
  • Maintain a good sense of humor

Equipment/Software

  • Computer literacy
  • AMS proficient
  • Basic knowledge word processing (MS Word) and MS Excel

Working Conditions

  • Quiet space because of heavy phone activity
  • Availability of a private office for conferences

Employee Benefits

  • Benefits begin after 30 days employment and 1st of the following month (Medical, Dental, Vision, Short-Term Disability, Flexible Spending Account (Medical/Dependent Care), Health Savings Account, Voluntary Life, and additional Voluntary Insurance options
  • Agency pays $50,000 of Life insurance, Long-Term Disability & AD&D per employee
  • Agency matches 50% up to 4% in 401(k)
  • Paid Time Off (PTO) can be used after 30 days of employment (1-5 years 16 days, 6-9 years 19 days, 10+ years 23 days)
  • Flex Fridays (26 Fridays per year - every other Friday off) begins after 90 days of employment
  • Holidays (9 paid per year) plus additional Office Closures
  • Employee Assistant Program (EAP)
  • Flexibility – Great work/life balance

Career Inquiry

Thank you for your interest in a career with Eagan Insurance Agency. Please submit your information below.
  • Drop files here or
    Max. file size: 64 MB, Max. files: 2.