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Personal Lines Account Executive | Account Executive in Sales Job at Otterstedt Insurance Agency i1

This listing was posted on ApplicantPRO.

Personal Lines Account Executive

Location:
Englewood Cliffs, NJ
Description:

Otterstedt Insurance Agency seeks a full time Personal Lines Account Executive position with 3 years minimum experience in personal lines for immediate opening in Bergen County area. P&C insurance license required. Knowledge of Applied System (EPIC) a plus. Great benefits. Salary commensurate with experience Our Personal Insurance Account Executive will: Manage new business placements and renewals, procuring information from members to market and place accounts. Proactively review client files and obtain updated information necessary for renewals; prepare applications and market accounts as necessary; monitor insurers for timely delivery of renewal proposals; prepare and present comparative executive summary to client; and review policies for accuracy once received. Provide day-to-day service fulfillment which includes answer phones, prepare binders and certificates requested, order change endorsements, issue auto ID cards, and track progress, as necessary. Complete applications via phone; submit applications to multiple carriers; receive proposals and present comparison to clients; submit bind orders per client request; issue binders, COIs, and auto ID cards and market program to new members or target member groups when requested. Assist with development of marketing materials and strategies, design and prepare management reports, and save all correspondence and documents to client's files. Do our requirements match YOUR background? Minimum 3+ years' experience as a licensed personal business insurance professional. Must have an active property and casualty insurance license. Excellent skills and proficiency in MS Excel and Word and Agency Management programs, EPIC preferred. Excellent verbal and written communications skills. Strong customer service, organization, and attention to details skills. Self-management and project management abilities. How we take care of YOU We provide you the ability to collaborate with a passionate group of leaders, peers, and amazing members. We recognize accomplishments and contributions through development, growth, and compensation! Excellent Benefit Packages, including medical, dental, vision, 401(k), and supplemental policies.
Company:
Otterstedt Insurance Agency
Posted:
April 19 on ApplicantPRO
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More About this Listing: Personal Lines Account Executive
Personal Lines Account Executive is a Sales Account Executive Job at Otterstedt Insurance Agency located in Englewood Cliffs NJ. Find other listings like Personal Lines Account Executive by searching Oodle for Sales Account Executive Jobs.