Commercial Insurance Account Executive
About The Position
The Account Executive's main function is to provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. This role requires handling client issues and questions, processing cancellations, managing changes in exposure, and issuing Auto ID Cards. The Account Executive will also be responsible for creating and updating account information, reporting claims, and assisting with invoicing and order financing. A key part of the role involves proactively managing the insurance renewal and new business process, including pre-completing applications, collecting information, submitting it to insurers, negotiating policy terms, and preparing proposals and documentation for clients. The use of the agency management system (Sagitta) is expected throughout the process.
Requirements
- Customer satisfaction; retention
- Adherence to established procedures
- Timing and quality of service
- Technical accuracy; attention to detail
- Positive professional attitude; leadership
- Proactive problem‐solving
- Effective communication
- Personal development
- Avoidance of errors and omissions
- Meet or exceed agreed‐upon goals
Responsibilities
- Handle day‐to‐day client issues and questions via phone or email
- Answer client questions and resolve client problems
- Process and follow up on cancellation notices by insurers to ensure accurate and timely resolutions
- Appropriately document customer service transactions
- Handle changes in exposure and manage related endorsement and documentation process
- Forward contract reviews to appropriate resources
- Forward certificate of insurance requests to appropriate resource
- Issue Auto ID Cards as needed
- Create and update account information in the shared database
- Claims reporting
- Assist with processing of invoicing and order financing when appropriate
- Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards
- Pre‐complete insurance applications
- Send request for information to clients
- Follow‐up on collecting information
- Submit information to insurers
- Negotiate policy terms
- Obtain options from competing insurers as needed
- Prepare insurance proposal including analysis and comparison of options (if applicable) and present to client (mostly via phone or web)
- Prepare documentation including invoicing and confirmation of coverage
- Review and email policies to clients
- Use agency management system (Sagitta) as appropriate throughout the process
Benefits
- Generous Paid Time off
- Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
- 22 PTO days starting out for hourly/non-exempt employees
- 12 company-observed paid holidays
- 4 early-close days
- Paid parental leave
- Pregnancy disability and bonding leave
- Organ donor/bone marrow donor leave
- Generous employee referral bonus program of $1,500 per hired referral
- Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
- Mentorship Program
- Tuition Reimbursement Program
- Leadership Development
- Pet Insurance
- Identity Theft & Fraud Protection Coverage
- Legal Planning
- Family Planning
- Menopause & Midlife Support
- 401(k) matching
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness & employee assistance programs
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
