Account Executive

Job Description

Job Description

Job Title 
Account Executive

Summary 
The primary mission of this role is to provide exceptional insurance service and support by ensuring clients receive appropriate coverage, accurate policy processing, and timely assistance throughout the insurance lifecycle. This position gathers customer information to prepare insurance quotes, manages policy renewals, processes applications and coverage requests, and maintains accurate records while ensuring compliance with agency and carrier requirements. The role also assists clients with payments, claims reporting, and general inquiries through professional and responsive customer service, both in person and by phone. Success is achieved by maintaining accurate and compliant accounts, delivering outstanding customer service, and helping clients secure and retain the insurance coverage they need while supporting the agency's growth and operational efficiency.

Key Responsibilities 
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Take the information necessary to provide the customer with a quote for insurance.
• Work on renewals a month before the renewal date by obtaining different quotes from different companies if remarketing is necessary.
• Draw up proper applications and forms and obtain signatures from clients.
• Submit forms to insurance company and request coverage bound.
• Make sure compliance requirements are met on each account.
• Scan and enter all forms in QQ Catalyst.
• Answer phones and provide excellent customer service for incoming calls.
• Provide excellent customer service to walk-in customers.
• Contact insurance companies to report claims and/or make inquiries on the customer’s behalf.
• Collect payments, give receipts, and transmit payments to insurance companies.
• Mail invoice and policy to Mortgage Company or client for payment if applicable.
• Provide administrative support as needed.
• Sort and distribute incoming mail.
• Maintain a high level of ethical behavior and confidentiality of information.

Required Qualifications

• Personal Lines License 
• High school diploma, GED, or equivalent from an accredited institution.  
• Bilingual in English and Spanish, with strong written and verbal communication.
• 3 or more years of experience in personal lines
• 3 years of experience in clerical management duties

Preferred Qualifications

• General Lines Licensed in Property & Casualty
• Life & Health License
• 2 or more years of experience in life insurance

Work Environment  
This job operates in a professional office environment and will frequently be exposed to the outdoors. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands 
The physical demands outlined here represent the requirements necessary for an employee to perform the essential functions of this job successfully. While carrying out job duties, the employee must regularly communicate verbally and listen. Additionally, the employee is frequently required to stand, walk, use their hands for tasks such as handling or manipulating objects, and reach with their hands and arms.

Expected Work Hours  
Some flexibility in hours is allowed, but the employee must be available during the organization's core work hours, which are Monday through Friday from 8:00 AM to 5:00 PM. A minimum of 40 hours per week is expected.

Travel
This position may require occasional travel outside the area for training.

Work Authorization  
Applicants must be legally authorized to work in the United States. Verification of eligibility will be required at the time of hiring.

AAP/EEO Statement
Tu Casa Investments, Inc. and Hope Insurance Agency, LLC. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Other Duties  
This job description provides a general overview of the role and does not list all possible duties, responsibilities, or tasks required of the employee. These may change at any time, with or without notice.
Monday through Friday from 8am to 5pm with a one-hour lunch