Account Executive
About The Position
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.
Requirements
- 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
Nice To Haves
- General Lines Licensed in Property & Casualty
- Life & Health License
- 2 or more years of experience in life insurance
Responsibilities
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
