Insurance - Commercial Large Lines Account Representative

Job Description

Job Description

Highstreet is a well-established, sales-driven insurance agency seeking a Large Lines Account Executive for its Commercial Lines department. Come join an agency that is not only committed to helping its clients but in helping its employees find job satisfaction and balance. If you are hard-working, dedicated and client-focused, we want you as part of our team. Highstreet is a place you'll be happy to call home.

Benefits

Annual Base Salary Based on Experience

Mon-Fri Schedule

Retirement Plan

Commission

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Responsibilities

Key responsibilities of the Commercial Lines Account Executive are as follows:

• Respond to daily service needs of clients.
• Performs renewal reviews thoroughly and timely and makes coverage recommendations.
• Assures that all pertinent data is properly input in the computer upon binding.
• Prepares renewal proposals.
• Sets up "Master" Certificates in Management System and/or CSR24 for the renewal term.
• Reviews audits for changes in classifications or big increase or decrease in exposures and advises Producers if more than 10% discrepancy from policy.
• Works on disputed audits with accounting, insurance company, client and/or client's accountant.
• Rounds out existing accounts and cross sells to client other services provided by the agency.
• Processes billing promptly.
• Follows up timely on pending items.
• Makes sure management system is documented.
• In coordination with producer, meets with clients as needed.
• Backs up other Account Executives, Assistant/Account Managers as needed.
• Prioritizes own work daily.

Requirements

Candidates should possess the following attributes:

• Excellent communication skills.
• Experience in Applied Epic helpful.
• Proficiency in Microsoft Office Suite
• Remain current on insurance knowledge and various industry developments.
• Must be licensed.