Commercial Line Account Executive - Otterstedt Insurance Agency

Our AE is the first service contact for our clients. You will work with clients to manage their renewals and provide day-to-day service. The ACCOUNT EXECUTIVE will be customer service driven and be knowledgeable of commercial insurance coverage, conversant in contract and certificate language, able to answer questions and discuss coverage with clients and underwriters.

Our Commercial 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; electronically distribute renewal COIs to certificate holders; 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 2+ years' experience as a licensed commercial business insurance professional.
• Must have a Producers License- Commercial P & C Insurance.
• Excellent skills and proficiency in MS Excel and Word and Agency Management programs.
• 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
• Top 100 places to work in NJ

Knowledge of EPIC and carrier rating systems a plus, but not required. Min. 2 years experience as an account executive. Salary commensurate with experience.