Commercial Lines Account Executive (DC11164)

New York City, New York
Not Specified
Oct 10, 2020
Dec 09, 2020
Sales, Underwriting
Job Type
Not Specified
Career Level
Not Specified

Commercial Lines Account Executive opening on Long Island, NY. Manage an assigned book of small business (BOP, umbrella, workers comp., and etc.), keeping client satisfaction and retention at the highest possible levels while making it unnecessary for the producer(s) to be involved in service matters. Respond to daily service needs of clients, return clients calls and inquiries promptly, schedule monthly reviews with Marketing Dept. and Producer. Prepare for renewal review. Conduct client contacts to discuss renewal exposures and review any changes in operation in preparation of renewal procedures. Assure all pertinent data is properly input in the computer upon binding. Prepare renewal proposals. Review audits for changes. Work on disputed audits with accounting, insurance company, client and/or clients accountant. Round out existing accounts and cross sells to client other services. Process billing promptly. Follow-up timely on pending items. Ensure management system is documented in a timely manner in the companys management system. In coordination with producer, meets with clients as needed. Support other Account Executives, Assistant/Account Managers during her/his absence. Prioritize own daily workload. Communicate with producer any changes in operation of a client, an important event or loss of an account. Applied Epic a plus. Salary $open. (DC11164)

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