Commercial Line Account Executive

Otterstedt Insurance Agency - Hackettstown, NJ

Full-time - Mid Level

Hackettstown, NJ

Insurance Carriers and Related Activities

About the position

The Commercial Line Account Executive serves as the primary service contact for clients, focusing on managing renewals and providing day-to-day service in the commercial insurance sector. This role requires a strong customer service orientation and knowledge of commercial insurance coverage, including the ability to communicate effectively with clients and underwriters.

Responsibilities

• Manage new business placements and renewals, procuring information from members to market and place accounts.
• Proactively review client files and obtain updated information necessary for renewals; prepare applications and market accounts as necessary.
• Monitor insurers for timely delivery of renewal proposals; prepare and present comparative executive summary to client.
• Electronically distribute renewal Certificates of Insurance (COIs) to certificate holders; review policies for accuracy once received.
• Provide day-to-day service fulfillment including answering phones, preparing binders and certificates requested, ordering change endorsements, issuing auto ID cards, and tracking progress as necessary.
• Complete applications via phone; submit applications to multiple carriers; receive proposals and present comparison to clients.
• Submit bind orders per client request; issue binders, COIs, and auto ID cards and market program to new members or target member groups when requested.
• Assist with the development of marketing materials and strategies, design and prepare management reports, and save all correspondence and documents to client's files.

Requirements

• Minimum 2+ years' experience as a licensed commercial business insurance professional.
• Must have a Producers License- Commercial P & C Insurance.
• Excellent skills and proficiency in MS Excel and Word and Agency Management programs.
• Excellent verbal and written communications skills.
• Strong customer service, organization, and attention to detail skills.
• Self-management and project management abilities.

Nice-to-haves

• Knowledge of EPIC and carrier rating systems.

Benefits

• Excellent Benefit Packages
• Opportunities for development and growth
• Recognition of accomplishments and contributions
• Collaborative work environment with leaders and peers