personal lines account manager

Marsh McLennan

<div><h2 class="jobSectionHeader"><b>Company:</b></h2>
<p></p><h2 class="jobSectionHeader"><b>Description:</b></h2>
<p></p><p><b>SENIOR ACCOUNT MANAGER
</b></p><p></p><p><b>DEPARTMENT: PERSONAL LINES
</b></p><p><b>STATUS: NON-EXEMPT
</b></p><p><b>EMPLOYEE TYPE: FULL TIME
</b></p><p></p><p><b>Our not-so-secret sauce.
</b></p><p>Award-winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. More than 9,000 of the industry&rsquo;s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Senior Account Manager at Momentous Insurance, A Marsh McLennan Agency.</p>
<p></p><p>Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health &amp; benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world&rsquo;s leading professional services firm, Marsh (NYSE: MRSH).</p>
<p></p><p><b>A day in the life.
</b></p><p>As our Senior Account Manager on the Personal Lines team, you&rsquo;ll be responsible for the following:</p>
<p>This is a service position. The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Senior Account Manager (SAM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers. Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client&rsquo;s accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies. The Senior Account Manager (SAM) should have experience in all areas of Personal Lines insurance. As needed the SAM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The SAM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOP&rsquo;s).</p>
<p></p><p><b>Our future colleague.
</b></p><p>We&rsquo;d love to meet you if your professional track record includes these skills:</p>
<ul><li>Know the underwriting and rating procedure for all types of personal lines policies.</li>
<li>Quote new business and renewal options to every client to include:
<ul><li>Higher limits of liability</li>
<li>Higher deductible options</li>
<li>Earthquake coverage</li>
<li>Earthquake deductible buy back coverage</li>
<li>Flood coverage</li>
<li>Excess flood coverage</li>
<li>Increased mold coverage</li>
<li>Identity theft coverage</li>
<li>Umbrella or excess liability/excess uninsured/underinsured coverage</li>
<li>Employment practices liability/board of directors and officers coverage</li>
<li>Inland marine coverage</li>
<li>Guaranteed replacement cost</li>
<li>Equipment breakdown coverage</li>
<li>Enhanced auto coverages</li>
</ul></li><li>Prepare proposals and applications, submit them to insured&rsquo;s and carriers, obtain client&rsquo;s signature and follow up to ensure timely responses, all in conjunction with AE or Producer.</li>
 <li>Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.</li>
<li>Immediately update Summary of Insurance for existing clients.</li>
<li>Remarket accounts as directed and follow up with AE or Producer</li>
<li>Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.</li>
<li>Handle cancellations timely by checking carrier websites or NOC&rsquo;s received via scan, fax or email, legally saving all accounts possible with adherence to E&amp;O guidelines.</li>
<li>Prepare and check policies based on SOP&rsquo;s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements.</li>
<li>Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures.</li>
</ul><p></p><p>These additional qualifications are a plus, but not required to apply:</p>
<ul><li>College Degree preferred (high school diploma is required)</li>
<li>Current California Department of Insurance License</li>
<li>2-4 years of experience</li>
<li>Proficient MS Office Suite (Word, Excel, Outlook)</li>
<li>Experience utilizing carrier websites to market and rate new and/or renewal business such as Safeco, Allied, Travelers, Chartis, ACE, Chubb, Fireman&rsquo;s Fund</li>
</ul><p></p><p>We know there are excellent candidates who might not check all of these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.</p>
<p></p><p><b>Work environment &amp; physical demands.
</b></p><ul><li>Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.</li>
</ul><ul><li>Work is performed in a typical interior/office work environment.</li>
</ul><p></p><p><b>Valuable benefits.
</b></p><p>We value and respect the impact our colleagues make every day both inside and outside our organization. We&rsquo;ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
</p><p></p><p>Some benefits included in this role are:</p>
<ul><li>Generous time off</li>
<li>Tuition reimbursement and professional development opportunities</li>
<li>Charitable contribution match programs</li>
<li>Stock purchase opportunities</li>
</ul><p></p><p>To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://www.flipsnack.com/BB9CD8DD75E/limitless-opportunities
</p><p></p><p>Follow us on social media to meet our colleagues and see what makes us tick:</p>
<ul><li>https://www.instagram.com/lifeatmma/
</li><li>https://www.facebook.com/LifeatMMA
</li><li>https://twitter.com/LifeatMMA
</li><li>https://www.linkedin.com/company/marsh-mclennan-agency/
</li></ul><p></p><p>The applicable base salary range for this role is $38,800 to $82,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.</p>
<p></p><p>We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</p>
<p></p><p><b>Who you are is who </b><b><i>we </i></b><b>are.
</b></p><p>We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.</p>
<p></p><p><b>Marsh McLennan and its affiliates are EEO Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
</b></p><p></p><p>#LI-DNI
</p><p>#LI-Remote
</p><p>#LI-hybrid
</p><p>#LI-onsite
</p><p></p><h3 class="jobSectionHeader"><b>The applicable base salary range for this role is $54,700 to $101,900.
</b></h3><p></p><h3 class="jobSectionHeader"><b>The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
</b><p></p><b>We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</b></h3></div><p></p>

Account Manager - Personal Lines Insurance

Diversified Insurance Group

<div><h2 class="jobSectionHeader"><b>Job Overview</b></h2><div><p>
Exciting opportunity for a licensed insurance professional to provide customized insurance solutions and manage portfolios for our valued personal lines clients. The Account Manager will have extensive knowledge of available markets and underwriting guidelines for placement of client's risks. He or she manages the full life cycle of insurance with a focus on developing and retaining client relationships.<br>
</p><br>
<p>Salary Range: $40,000.00 - $50,000.00 per year</p></div>
<h2 class="jobSectionHeader"><b>Benefits</b></h2><div><p>
Annual Base Salary Based on Experience</p>
Paid Time Off (PTO)<br>
Health Insurance<br>
Dental Insurance<br>
Vision Insurance<br>
Mon-Fri Schedule<br>
Career Growth Opportunities<br>
Retirement Plan<br>
</div><h2 class="jobSectionHeader"><b>
Requirements</b></h2><div><p>
This is an in-office position, located at our Portage, Michigan agency. Qualified applicants must be licensed in property and casualty or be willing to obtain license quickly; have at least two years' experience servicing in an insurance agency environment; have working knowledge of office operations and personal lines insurance products; must also have excellent analytical, problem-solving, and decision-making skills. Should have clean and professional office etiquette.</p></div>
<h2 class="jobSectionHeader"><b>Responsibilities</b></h2><div><p><b>
Essential Functions:</b></p><ul><li>Provide outstanding service to clients by evaluating and discussing premium bearing endorsements in detail. Assisting with policy changes, customer inquiries, payment handling, document filing.
</li><li>Promote and write personal lines insurance policies to inbound prospective clients.
</li><li>Inform clients about insurance policy terms, conditions, insurance coverage gaps and risk management issues. Discuss life events and material changes that affect underwriting, surcharges &amp; discounts.
</li><li>Maintain customer accounts in agency management system, documenting conversations in activity log, sending confirmations to insureds and adhering to all other automation procedures.
</li><li>Create and maintain good working relationships with clients, insurance company underwriters, sales, marketing &amp; claims representatives.</li><li>Perform all duties relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.</li><li>Light office cleaning and tidying.</li></ul></div><p></p><h2 class="jobSectionHeader"><b><br>
About Us</b></h2><div><div>
Our local insurance agency is located in Lansing, MI in the Stadium District. Our team takes pride in providing each and every client with exceptional customer service while delivering them insurance products that best suit their needs. We are constantly growing and adding talent to our well established agency. If you are looking for a rewarding career in the insurance industry, then we encourage you to apply to our team today!</div></div></div>

Account Manager

Spectrum Insurance Group

<div><h2 class="jobSectionHeader"><b>Job Overview</b></h2><div><p>
Spectrum Insurance Group is looking for a <b>Personal Lines Account Manager</b> to join our La Crosse office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients. <b>Qualified candidates will be licensed and have 3+ years of personal lines experience.
</b></p></div><h2 class="jobSectionHeader"><b>Benefits</b></h2><div>
Paid Time Off (PTO)<br>
Health Insurance<br>
Dental Insurance<br>
Vision Insurance<br>
Life Insurance<br>
Disability Insurance<br>
Hands on Training<br>
Tuition Reimbursement<br>
Mon-Fri Schedule<br>
Career Growth Opportunities<br>
Retirement Plan<br>
Evenings Off<br>
</div><h2 class="jobSectionHeader"><b>
Requirements</b></h2><div><p><b>
Required Knowledge and Skills</b></p><p>
 Knowledge of insurance products, rating, and underwriting procedures</p><p>
 Practical knowledge of quoting process and tools</p><p>
 Excellent verbal and written communication skills</p><p>
 Strong analytical thinking, business acumen, and organizational skills</p><p>
 Proficient computer skills including the ability to document and access information</p><p>
 Ability to follow existing processes, procedures, and verbal instruction</p><p>
 Ability to manage multiple priorities, accurately, efficiently, and independently</p><p>
 Attention to detail and ability to complete tasks with a high degree of accuracy</p><p><b>
License and Certification Requirements</b></p><p>
 Valid WI driver's license and acceptable driving history</p><p>
 Current licensure or ability to obtain a Property &amp; Casualty Resident Intermediary granted by the State of Wisconsin</p></div><br>
<p></p>
<h2 class="jobSectionHeader"><b>Responsibilities</b></h2><div><p>
 Prepares submissions and markets new/renewal business to appropriate carriers</p><p>
 Responds to all day-to-day inquiries and service issues for assigned clients</p><p>
 Provides coverage recommendations and collects exposures from clients and prospects</p><p>
 Maintains agency management system with up-to-date and accurate information</p><p>
 Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities</p><p>
 Tracks, manages and documents open issues keeping the client and agent informed of status and resolution</p><p>
 Quotes, analyzes, compares, and recommends coverage options for clients</p><p>
 Manages renewal timeline to ensure timely execution of client decisions</p><p>
 Prepares summaries of insurance, renewals, schedules, and proposals</p><p>
 Reviews client contracts and policies for accuracy</p><p>
 Supports Agents with new and renewal business presentations as needed</p><p>
 Builds and maintains strong customer relationships through pro-active communication</p><p>
 Communicates and educates clients on latest industry trends, issues, and changes</p><p>
 Attends client meetings as required</p></div><h2 class="jobSectionHeader"><b>
About Us</b></h2><div>
Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin, offering personal, commercial, and employee benefits insurance services. Our agency was founded on a simple philosophy of hard work, loyalty and aggressive representation. With 19 locations throughout Wisconsin, the Spectrum team is made up of highly-regarded sales and service representatives.</div></div>

Account Manager - Personal Lines

Cross Insurance

<div><div><div><div><p><b>The Cross Family of Agencies welcomes you. We need your talent and expertise.
</b></p></div></div></div><p></p><p><b>Intern Job Description
</b></p><p><b>Position Title: </b>Intern
<br>
<b>Location: </b>Beverly, MA
<br>
<b>Schedule: </b>Part-time, onsite
<br>
<b>Reports To: </b>Administrative Manager / Project Manager
</p><p><b>Position Overview
</b></p><p>We are seeking a motivated and professional intern who is eager to gain hands-on experience in an office environment. The ideal candidate is a <b>high school senior or current college student </b>with reliable transportation. This role provides exposure to administrative operations, industry training, and real-world business communications.
</p><p><b>Key Responsibilities
</b></p><ul><li><p><b>Answer incoming phone calls </b>and route them appropriately.
</p></li><li><p><b>Process incoming and outgoing mail </b>, including sorting, scanning, and distributing as needed.
</p></li><li><p><b>Attend staff meetings </b>as requested to gain insight into business operations.
</p></li><li><p><b>Participate in Internship-related </b>workshops and training.
</p></li><li><p><b>Participate in carrier meetings </b>as requested to observe industry relationships and processes.
</p></li><li><p><b>Complete online industry training modules </b>and maintain required learning progress.
</p></li><li><p>Provide general office support to team members as needed.
</p></li></ul><p><b>Required Qualifications
</b></p><ul><li><p>Must be a <b>high school senior or enrolled college student </b>.
</p></li><li><p>Must have <b>reliable transportation </b>to and from the office.
</p></li><li><p>Strong verbal and written <b>communication skills </b>, both in person and on the phone.
</p></li><li><p>Ability to <b>multitask </b>, prioritize responsibilities, and work efficiently.
</p></li><li><p>Must be a <b>team player </b>with a positive attitude and willingness to learn.
</p></li><li><p>Professionalism, reliability, and strong attention to detail.
</p></li></ul><p><b>Preferred Skills (not required)
</b></p><ul><li><p>Basic knowledge of Microsoft Office (Word, Outlook, Excel).
</p></li><li><p>Comfort with learning new software or online systems.
</p></li></ul><p><b>What We Offer
</b></p><ul><li><p>Exposure to a professional office environment.
</p></li><li><p>Learning opportunities through real-world administrative tasks.
</p></li><li><p>Insight into the insurance industry through staff and carrier interactions.
</p></li><li><p>Flexible hours within business needs.
</p></li></ul><p></p><p>DISCLAIMER :
</p><p>It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</p></div>

Personal Lines Intern

Insurance Market Place

<p>Commercial Lines Account Manager</p><p>We are seeking a motivated and detail-oriented <b>Commercial Lines Account Manager</b> to support and grow our expanding commercial insurance division. This role manages day-to-day servicing of commercial accounts while assisting with new business growth.</p><p>Responsibilities:</p><ul><li>Manage commercial lines accounts (GL, BOP, Property, Auto, WC, etc.)</li><li>Issue Certificates of Insurance (COIs)</li><li>Process endorsements, renewals, audits, and policy changes</li><li>Handle billing inquiries and carrier communication</li><li>Market and negotiate renewal accounts as needed</li><li>Support quoting and placement of new business</li><li>Provide exceptional customer service in English and Spanish</li></ul><p>Qualifications:</p><ul><li>Commercial lines experience preferred</li><li>2-20 license preferred; 4-40 license accepted</li><li>Strong knowledge of commercial coverages</li><li>Experience with agency management systems and carrier portals</li><li>Organized, proactive, and growth-oriented</li></ul><p>Join a growing agency where you&rsquo;ll play a key role in expanding our commercial lines division.</p><p>Job Type: Permanent</p><p>Pay: $35,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Commercial Lines Account Manager

NFP Corp

<p></p><div><h3 class="jobSectionHeader"><b>Commercial Lines Account Manager (NC hybrid/remote)</b></h3>
<p>Morristown, NJ, US</p><br>
<div></div>
<p></p><p><b>Who We Are:
</b></p><p>NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.</p>
<p><b>Job Summary:</b></p>
<p>This is a full-time, exempt, support position assisting the Account Team in the management of the existing BOB with emphasis in full retention responsibility. The primary function of this position is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company and designated middle-market accounts. You will manage and control relationships with clients in collaboration with Producers and/or Account Executives. Daily servicing of clients will include contract analysis, coverage and exposure analysis, endorsement activity, routine coverage and billing questions, problem-solving, renewal control, preparation of quotes/proposals, binding coverage, and claim reporting and follow-up. You will assist Producer(s) with the above functions as needed. You should have P&amp;C experience and an active P&amp;C license. Have knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood.</p>
<p><b><i>This is a full-time position, ideally working hybrid from either our Charlotte, NC office. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule.</i></b><b><i> </i></b><b><i>When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift</i></b></p>
<p><b>Job Goals:</b></p>
<ul><li>Give the most prompt, accurate, and courteous service that customers have ever received&hellip;anywhere.</li>
<li>Increase revenue by rounding out commercial lines accounts. Negotiate pricing and coverage terms in the client&rsquo;s best interest.</li>
<li>Develop relationships that lead to new business sales.</li>
</ul><p><b>Essential Core Duties and Responsibilities</b></p>
<ul><li>Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations.</li>
<li>Provide consistent, accurate, timely, and pertinent communication to clients.</li>
<li>Resolve/assist with any service issues/questions.</li>
<li>Assist clients in making appropriate coverage changes, making each contact a marketing opportunity.</li>
<li>Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly.</li>
<li>Respond to clients&rsquo; needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time.</li>
<li>Monitor and review client satisfaction.</li>
<li>Electronically document all communication with clients.</li>
<li>As appropriate, market, negotiate, prepare and analyze alternative renewal options.</li>
<li>Develop written, graphic, and electronic renewal materials as appropriate.</li>
<li>Follow established agency procedures for effective utilization of agency management system.</li>
<li>Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training.</li>
<li>Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc).</li>
<li>Assist with or complete other tasks as directed by agency management.</li>
</ul><p><b>Job Specifications/Requirements:</b></p>
<ul><li>Property and casualty insurance license upon hire is required.</li>
<li>At least 2 years of experience in commercial lines insurance, with an understanding of underwriting, coverage and rate analysis.</li>
<li>In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters.</li>
<li>Strong written and verbal communication skills.</li>
<li>Ability to prioritize and self-manage workload.</li>
<li>Proficiency in Microsoft Word and Excel.</li>
<li>EPIC experience is preferred, but will consider other agency management system experience.</li>
<li>If not experienced with EPIC and seeking a remote role, on-site training may be required in one of our select East Coast offices.</li>
<li><p>When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.</p>
</li></ul><p><b>What We Offer:</b></p>
<p>We&rsquo;re proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 &ndash; $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.</p>
<p><b>NFP and You&hellip; Better Together!</b></p>
<p><i>NFP is an inclusive Equal Employment Opportunity employer.</i></p></div><p></p>

Commercial Lines Account Manager (NC hybrid/remote)

Midwest Heritage

<div><div><div><div><div><div><div><div><p><b>Additional Considerations (if any):</b></p></div></div></div></div></div></div></div><ul><li></li></ul><p>
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.</p><p></p><div><div><p><b><br>
Midwest Heritage Bank</b></p></div><p></p><div><p><b>
Job Title</b>: Commercial Lines Account Executive</p></div><div><p><b>
Department:</b> Insurance</p></div><div><p><b>
FLSA: </b>Exempt</p></div><p></p><div><p><b>
General </b><b>Function</b></p></div><div><p>
The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets. This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home &amp; auto) insurance products. This is a work from home position.</p></div><p></p><div><p><b>
Core Competencies</b></p></div><div><ul><li><p>
Business Development</p></li><li><p>
In-House Relationship Management</p></li><li><p>
Customer Service</p></li><li><p>
Industry and Product Expertise</p></li><li><p>
Organization</p></li></ul></div><p></p><div><p><b>
Reporting Relations</b></p></div><div><p><b>
Accountable and Reports to: </b>VP Sales, Commercial Lines</p></div><div><p><b>
Positions that Report to you: </b>None</p></div></div><p></p><div><div><p><b>
Primary Duties and Responsibilities:</b></p></div><div><ul><li><p>
Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property &amp; casualty business.</p></li><li><p>
Assist in cross-selling/up-selling insurance products to existing customers.</p></li><li><p>
Promote Midwest Heritage financial products and services to existing and current customers.</p></li><li><p>
Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers.</p></li><li><p>
Collect all required client data and information for development of a professional sales proposal.</p></li><li><p>
Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets.</p></li><li><p>
Participates in training on Midwest Insurance Services sales processes, systems, and practices.</p></li><li><p>
Continues to further knowledge of commercial products and service offerings.</p></li><li><p>
Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue.</p></li><li><p>
Actively involved with industry and community organizations.</p></li><li><p>
Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling.</p></li><li><p>
Effectively manages workload to achieve excellent client service results.</p></li><li><p>
Timely and efficient follow-up with carriers, clients, and prospects.</p></li><li><p>
Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments.</p></li><li><p>
Demonstrates a positive attitude and builds customer focused relationships with staff.</p></li><li><p>
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.</p></li><li><p>
Reports to work when scheduled and on time.</p></li><li><p>
Learn and proficiently use various carrier websites and quoting/renewal procedures.</p></li><li><p>
Develops and maintains positive relationships with insurance carriers and vendors.</p></li></ul></div></div><div><div><ul><li><p>
Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.</p></li><li><p>
Attends scheduled agency and carrier meetings.</p></li><li><p>
Maintains current agent license, certifications, and CE requirements for each renewal period.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities Required:</b></p></div><div><ul><li><p>
Must have valid driver&rsquo;s license.</p></li><li><p>
Must have a friendly positive attitude and strong communication skills.</p></li><li><p>
Must show leadership and excellent customer service.</p></li><li><p>
Strong attention to detail and ability to meet deadlines.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Outlook, and good typing skills.</p></li><li><p>
Excellent organizational and follow-up skills.</p></li><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must have the ability to organize and perform sales presentations to individuals and small groups.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities, and Worker Characteristics:</b></p></div><div><ul><li><p>
Enhanced knowledge of commercial property &amp; casualty coverages and ability to apply that knowledge in the performance of job duties.</p></li><li><p>
Must have a friendly positive attitude, strong written and verbal communication skills and the ability to approach people.</p></li><li><p>
Self-motivation, strong work ethic and the ability to build personal relationships with clients will be essential in this position.</p></li><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills.</p></li></ul></div></div><div><div><ul><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must always present themselves in a professional manner.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.</p></li><li><p>
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.</p></li></ul></div><p></p><div><p><b>
Education and Experience:</b></p></div><div><ul><li><p>
High school diploma or equivalent.</p></li><li><p>
Associate or Bachelor&rsquo;s Degree in Business, Finance, or Marketing is preferred.</p></li><li><p>
Prefer a minimum of one year of sales experience, including; cold calling, selling and negotiating with proven experience growing commission revenue; developing and implementing sales and marketing plans; knowledge of commercial lines property &amp; casualty insurance products and marketplace preferred but not required; working understanding of carrier products and underwriting disciplines preferred but not required.</p></li><li><p>
Must have required insurance licenses or willing to obtain within 60 days.</p></li><li><p>
Willingness to acquire further certifications or state license if required.</p></li></ul></div><p></p><div><p><b>
Physical Requirements:</b></p></div><div><ul><li><p>
This position is classified sedentary/light and requires the ability to sit for long periods of time.</p></li><li><p>
Visual requirements include: ability to see detail at near range with or without correction.</p></li><li><p>
Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.</p></li></ul></div><p></p><div><p><b>
Working Conditions:</b></p></div><div><ul><li><p>
The duties of this position are normally performed outside of Midwest Heritage with some office work. This is a fast paced work environment.</p></li><li><p>
There is frequent pressure to meet deadlines and handle multiple projects in a day.</p></li></ul></div></div><div><div><ul><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
25-50% Travel</p></li></ul></div><p></p><div><p><b>
Equipment Used to Perform Job:</b></p></div><div><p>
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, printer and agency management software and tools.</p></div><p></p><div><p><b>
Contacts:</b></p></div><div><p>
This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage</p></div><p></p><div><p><b>
Confidentiality:</b></p></div><div><p>
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.</p></div><div><p>
In the performance of their respective tasks and duties all employees are expected to:</p></div><div><ul><li><p>
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.</p></li><li><p>
Perform quality work within deadlines.</p></li><li><p>
Interact professionally with other employees, customers and suppliers.</p></li><li><p>
Work effectively as a team contributor on all assignments.</p></li><li><p>
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.</p></li></ul></div></div></div>

Commercial Lines Account Executive

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