Account Executive - Business Insurance

Montgomery Insurance and Investments Agency • Xenia, OH

7d

About The Position

ACCOUNT EXECUTIVE - BUSINESS INSURANCE PRIMARY ROLE: Day-to-day maintenance and servicing of assigned Business insurance accounts, including but not limited to: Maintaining a high level of client service and satisfaction Marketing & placement of renewal accounts as appropriate Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverage and by providing extraordinary client service

Requirements

• Currently have or able to earn Property & Casualty licensing through the State of Ohio and any/all other appropriate state license(s) required.
• Currently have or able to be appointed to represent Agency’s insurance carriers.
• Extensive knowledge of commercial insurance, including sophisticated and less common coverages, especially for those products represented through the agency.
• Thorough knowledge of claims handling, commercial lines rating, agency management system and applicable insurance laws/codes.
• Experience and expertise in operating in an electronic environment through the use of excellent automation skills
• Familiarity with risk assessment and risk management techniques
• Possess excellent time management, organizational and communication skills
• Ability to multi-task and prioritize work on a constant basis
• High degree of self-motivation and self-direction
• Available to work overtime if necessary or needed as dictated by work load

Responsibilities

• Support Producers’ sales efforts by handling accounts through policy issuance.
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
• Maintain electronic client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., in Agency’s management system per Agency procedures.
• Manage expiration lists and aged receivables in accordance with agency guidelines.
• Respond to client inquiries and correspondence in accordance with agency guidelines
• Review all items to be processed, to ensure items were received as ordered.
• Maintain current knowledge of underwriting requirements of carriers.
• Keep current with industry trends by attending Agency approved continuing education classes and attending Agency run meetings and education sessions.
• Be an advocate for Agency’s other departments when interacting with clients and provide support and assistance to other departments when necessary
• Support the Agency’s overall mission within the communities it serves through community and civic involvement.
• Maintain all required state licensing and company appointments as required.
• Participate in any special projects at management’s request.

Benefits

• Paid Time Off program
• 401k Program with Employer Contribution
• Employer paid Medical Insurance for Employee; dependent coverage is available at the expense of the employee
• Employer contributions into a Health Savings Account if on the Medical Insurance
• Employer paid Dental, Short-Term Disability, Long-Term Disability and Life Insurance programs
• Flexible Spending Account availability
• Opportunity to Work from Home after eligibility period is met
• Discounted membership fees to Greater Dayton YMCA
• Other voluntary type benefits available via payroll deduction

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees