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Licensed Insurance Account Executive-Commercial Lines (AMS360 exp req)

Eagan Insurance Agency LLC
Pass Christian, MS
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Essential Job Functions/Customer Service:

  • Handle phone calls, respond in a timely manner to insureds/companies/in-house requests or questions
  • Compose correspondence and required response to client, company, etc.
  • Activity (suspense) documentation and follow-up
  • Monitor endorsement requests, receipt and accuracy
  • Personal visits with client at insured’s place of business or Eagan office
  • Establish and maintain producer confidence
  • Individual performance and team work contribution to achieve maximum unit productivity without errors and omissions

Account Management:

  • All functions necessary to provide exceptional customer service and account retention
  • Complete applications for new and renewal accounts; advise producer of any missing items or possible enhancements available
  • Keep expiration list current; accountability for renewals
  • Prepare loss summaries
  • Prepare new and renewal submissions for marketing
  • Negotiate with underwriters and brokers on coverage and pricing
  • Market certain new and renewal accounts
  • Premium rating; experience modification
  • Prepare finance agreements
  • Handle requests for specialized certificates of insurance
  • Prepare new and renewal proposals
  • Flood rating and quotes
  • Handle technical or complex questions or problems with insured
  • Check policies and put together for delivery
  • Check Accounts Receivable listings and collect premiums when necessary
  • Troubleshooting, quality control, E&O protection
  • Assist CSR with additional training, questions, problems; oversee workflow


Benefits

  • Benefits begin after 30 days employment and 1st of the following month (Medical, Dental, Vision, Short-Term Disability, Flexible Spending Account (Medical/Dependent Care), Health Savings Account, Voluntary Life,  Cancer and Critical Illness)
  • Agency pays $50,000 of Life insurance, Long-Term Disability & AD&D per employee
  • Agency matches 50% up to 4% in 401k
  • Paid Time Off (PTO) can be used after 30 days of employment (1-5 years 16 days, 6-9 years 19 days, 10+ years 23 days)
  • Flex Fridays (26 Fridays per year - every other Friday off) begins after 90 days of employment


Responsibilities

Other Duties:

  • Review contracts for insureds as required
  • Assist Producer in gathering coverage information for renewals
  • Visit select insureds
  • Maintain selected accounts without Producer assistance
  • Answer coverage questions, suggest alternatives
  • Calculate premium allocations for insureds with multiple locations
  • Promote positive image of agency with personal attitude and job commitment
  • Maintain professionalism in communication and negotiation
  • Quality control and prevention of agency E&O
  • Professional appearance
  • Backup other units as needed; absorb CSR duties when necessary


Requirements

Credentials/Training:

  • Requires Commercial Lines Insurance Solicitor’s license
  • Enrollment in education program
  • Must maintain license through continuing education

Equipment/Software:

  • Computer literacy
  • AMS proficient (preferred)
  • Basic knowledge word processing MS Word and MS Excel
  • Calculator
  • Fax Machine
  • Scanning

Eagan Insurance Agency LLC

Address

Pass Christian, MS
39571 USA

Industry

Finance and Insurance

View all jobs at Eagan Insurance Agency LLC