Large Business Account Executive-Commercial Lines

Employer
Alera Group
Location
Bethlehem, Pennsylvania
Salary
Not Specified
Posted
Nov 11, 2022
Closes
Jan 10, 2023
Ref
3439#GIJ-Alera.1
Job Type
Not Specified
Career Level
Not Specified
Overview

HMK_Color_250x80

HMK Insurance, an Alera Group Company is seeking a Large Business Commercial Lines CSR to join their Property & Casualty team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you're looking for, this is your chance to be part of an amazing organization!

Responsibilities

  • Work as a team with HMK producer(s) to handle all policy-related activities on assigned accounts including but not limited to the following:
    • Follow producers' instructions to manage renewals lists each month
    • Market renewals and new business accounts and provide quote and coverage analysis for producers
    • Manage policies, endorsements, and audits
      • Check all policy documents
      • Update management system to reflect policy coverages
      • Invoice agency bill policies and changes
    • Daily interaction with clients to receive policy change requests and respond to questions regarding policy changes and coverages.
    • Daily interaction with insurance carriers to request endorsements, order policies, and respond to carrier requests for additional information.
    • Assist producer(s) in preparation of client proposals for renewal and new business.
  • Review insurance requirements and contracts for clients in conjunction with requests for certificates of insurance.
  • Work with and direct agency commercial lines assistants who provide clerical assistance to the Account Executive.
  • Attend client meetings with producer(s) as necessary.
Qualifications

  • Must have Pennsylvania Property & Casualty license or resident license in another state.
  • Prefer 3+ years' experience in commercial lines.
  • Assigned to handle a book of business in our large business commercial lines department. Large business is currently defined as accounts with premium size over $20,000.
  • Key skills include ability to work independently and prioritize work, self-discipline, and organizational skills
  • Must be trained to use HMK Management system, AMS360
  • Must have working knowledge of Microsoft Word, Excel, and Outlook.
  • Must have knowledge and ability to work with various insurance carrier products, carrier websites and rating systems.
Equal Opportunity Employment

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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