Posted on: May 3, 2021
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.
Executive will provide a high level of sales support to the
Producer and customer service to clients. The position requires a
significant degree of independent judgment and discretion in order
to meet those service levels. Duties include assisting in selling,
direct selling, marketing, and customer service in coordination
with the producer and other Agency personnel.
Executive has superior product knowledge and is familiar with the
specific products offered by the Agency's carriers. The Account
Executive will assist in the production of new and renewal accounts
in keeping with Agency and individual Producer goals and provide
field service in support of Producer activities.
Executive is responsible for assisting clients with service needs
and making changes to existing accounts. The Account Executive will
work with the Producer to design and recommend proper insurance and
risk management programs to Agency clients.
Duties and Responsibilities:
- Responds to client
request for policy changes, billing inquiries and verification of
coverage. Ensures that these items are given to client in a timely
follow-up and suspense file on outstanding orders, correspondence,
claims, renewal expirations and follows up on overdue and suspense
- Checks new and
renewal policies and endorsements for accuracy in
- Works with the
Producer to generate Personal Lines referrals.
- Markets and sells
lines of insurance to clients.
- Follows company
procedures with respect to all essential duties and
responsibilities of the job.
- Determines reasons
for request for cancellations and acts to retain accounts. If
unable, secures Lost Policy Release and follows through to policy
- Manages accounts
receivable on book of business to assure timely collection and
involves Producer when necessary.
- Assists in the
development of strong personal relationships with appropriate
insurance carrier personnel. Assists Agency in developing carrier
relationships by becoming familiar with and executing strategies
developed for satisfying carrier goals and objectives.
- Refers current and
prospective clients to other departments for solicitation of those
lines of business.
- Participates in
continuing professional development as required by state licensing
requirements and Agency guidelines.
- Trains and directs
technical support personnel including Account Managers, Account
Coordinators, or Analysts in order to meet essential duties and
Qualifications, Education and/or Experience:
(B.A.) from four-year College or university; or at least four years
of insurance customer service experience.
Keywords: AssuredPartners, Cape Coral , Account Executive, Other , Naples, Florida
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