Account Executive - Agency

MedPro Group•Fort Wayne, IN

5d•Hybrid

About The Position

MedPro Group is an industry-leading Berkshire Hathaway insurance company seeking an Account Executive - Agency. In this role, you will own the process of policy and endorsement quoting and issuance for assigned commercial lines accounts by actively listening to customers and distribution partners to ensure a clear understanding of their needs. You will be responsible for meeting annual and new business targets and hit ratios, responding to customer and distribution partner inquiries and requests in a timely manner, and building and managing long-term relationships. You will also research and resolve issues, acknowledge and address requests for additional products or services, and demonstrate accuracy in processing and communicating information. Utilizing an Agency Management System and other internal tools, you will manage the book of business, identify at-risk accounts, work with customers on late payment issues and premium audits, and assist with book rolls. Other duties may be assigned.

Requirements

Bachelor’s degree or relevant experience and/or basic knowledge of insurance industry.
Current Indiana Property & Casualty License or must meet Indiana state licensing requirements within 90 days of hire date.
Ability to maintain consistent/dependable work schedule.
A self-starter attitude with excellent attention to detail, organization, management and sales/negotiation skills.
Proficient with Microsoft Suite applications (Outlook, PowerPoint, Word, Excel).
Experience in team environment including an ability to connect with peers, customers and distribution partners.
Active listening skills.
Clearly and effectively shares information verbally.
Ability to draft/revise communication professionally via multiple communication channels to deliver information in a clear and concise manner with diverse audience, ensuring a focus on timeliness and attention to detail.
Proven ability to manage escalating situations while maintaining composure, triage and escalate as needed.
Ability to manage conflicting priorities and handle multiple tasks/projects concurrently in a fast-paced environment.

Nice To Haves

Familiarity with CRM tools a plus.

Responsibilities

Own the process of policy and endorsement quoting and issuance for assigned commercial lines accounts.
Meet annual and new business targets and hit ratios.
Respond to customer and distribution partner inquiries and requests received via phone, email and fax in the required timelines.
Build and manage long-term relationships.
Research and resolve a wide variety of issues.
Acknowledge and address customer's requests for additional products or services.
Demonstrate accuracy in processing/communicating information to customers and distribution partners, and documenting available information.
Utilize an Agency Management System and other internal tools to manage the book of business and document available information.
Identify at risk accounts, using appropriate tools and resources to retain the account and/or reduces losses.
Work with customers to notify on late payment issues and upcoming premium audits.
Assist with any ongoing or future book rolls.
Perform other duties as assigned.