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Remote Commercial Lines Insurance Account Executive

Company: AssuredPartners
Location: Daly City
Posted on: May 4, 2022

Job Description:

Leading Insurance Company, AssuredPartners - San Diego, is seeking a Commercial Lines Insurance Account Executive (Real Estate Division) to add to their Commercial Lines team!
Salary: Competitive salary based on experience and full benefits (health, dental, vision, 401K, PTO, and more)Locations: Remote Opportunity!! Based in San Diego, CA or Carlsbad, CA locations. Applicants in Pacific Time Zone are preferred.Work Hours: Between 7:30am-4:30pm, PSTAssuredPartners has excellent benefits, including:

  • 401K + match
  • Medical
  • Dental
  • Vision
  • Company-Paid Life and Disability Insurance
  • PTO and Paid Holidays
  • Voluntary Time Off

    Commercial Lines Insurance Account Executive Role SummaryThe Account Executive is responsible for providing sales support at the direction of the Producer. The Account Executive provides customer service by handling the day-to-day operations of clients' insurance needs. The Account Executive will work with the Producer and service team to design proper insurance and risk management services for clients.
    The Ideal Candidate
    • You enjoy problem-solving with great, customer-service minded solutions
    • Teamwork is part of your DNA and you have great communication skills (verbal & written)
    • You're analytical at heart and can see both the big picture and the minute details when working with clients and other team membersIf this sounds like you, we invite you to keep reading and apply!
      Commercial Lines Insurance Account Executive Responsibilities:
      • Meets directly with clients.
      • Negotiates and sells lines of insurance to clients in coordination with the Producer.
      • Designs insurance and risk management plans for clients as assigned and directed by Agency management.
      • Provides clients with Insurance Coverage Review and reviews methods of handling risks. Works with the producer to write new business accounts.
      • Leads accounts through the renewal process per department procedures.
      • Assists in the development of strong personal relationships with appropriate insurance carrier personnel.
      • Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
      • Handles prompt review of all premium audits recognizing that the Agency must process audits timely.
      • Handles own billing and invoicing.
      • Process and follows up on all requests involving carriers or clients to ensure accurate and timely resolution.
        Commercial Lines Insurance Account Executive Requirements:
        • 5+ years of Commercial Lines insurance account management/client servicing experience within an agency setting
        • Property and Casualty license required
        • Real Estate/Commercial Property industry experience is highly preferred
        • Advanced degree from a college or technical school preferred
        • Intermediate knowledge of Excel (able to manage and manipulate data a must)
        • An individual should have knowledge of agency management systems (Applied Epic a plus)

          About AssuredPartners:AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.#a

Keywords: AssuredPartners, Daly City , Remote Commercial Lines Insurance Account Executive, Other , Daly City, California

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