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Personal Lines Account Executive – Sheboygan

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The Account Executive serves as the main contact for personal line clients and prospects and focuses on building strong relationship and meeting the needs of clients in a timely, effective, and courteous manner. The Account Executive also identifies and solicits sales prospects from referrals and other incoming sources and carries McClone’s reputation and professional manner of conducting business into dealings with clients, agency personnel, and carriers.

Essential Functions and Responsibilities

  • Manage assigned Book of Business and round out accounts by offering additional products that meet the client’s needs
  • Assist clients with any sales or support needs; to include walk-in and phone call payments, claims, policy changes, quotes, billing issues, cancellations, lien holder changes, completing of application, or other requests
  • Retain business through proactive management of the annual renewal process to include; identifying policies requiring attention, re-marketing if needed, following up on delayed renewals, discussing coverage options as applicable, and renewing policies, ensuring the proper risks are still being covered
  • Produce new business by generating new leads through prospecting, referrals and by building relationships internally with Risk Advisors from other departments
  • Proactively work to secure prospective clients by gathering information, submitting given information to the appropriate carriers, obtaining rates, and reviewing and educating prospects on definitions of coverage
  • Work proficiently and independently in agency management system, to include detailed and timely documentation of any and all client interactions and setting follow-up activities for appointments, renewals, and other actions as needed
  • Collect accurate client information using EZLynx or comparative rater to prepare risk management plans to quote
  • Complete Replacement Cost Estimators (RCEs)
  • Inspect current property or obtain current photos, if applicable
  • Build and maintain working relationships with marketing representatives within the carriers we use
  • Work with carrier underwriters to ensure quality of risk and perform upfront underwriting
  • Work autonomously with all carriers and their products, including various applications, forms, and underwriting requirements for each carrier as well as cancellations, billing
  • Serve as back-up to other team members
  • Keep abreast of industry trends, regulations, and products, and help coworkers to do the same by making sure they have access to the same updates
  • Delegate applicable task work to administrative support staff to enable focus on client facing and sales activities
  • Assist in training other team members and undergo continuing training as needed to keep up with licensing requirements
  • Work closely with lending companies to ensure the proper coverage is complete for new purchases
  • Serve as first point of contact for claims and help serve as a support for both the client and carrier throughout the process
  • Refer clients to appropriate team members to consult on additional lines of coverage they may need – ex. Life Insurance, Disability, Individual Health, Medicare, etc.
  • All other duties as assigned

Qualifications

  • High School Diploma or G.E.D required
  • 1+ years’ experience in related insurance customer service field
  • Property & Casualty WI insurance license required within 60 days
  • Experience using Microsoft Excel, Outlook, Word
  • Ability to collect data, establish facts, and draw valid conclusions
  • Ability to work independently and as a member of a team
  • Ability to delegate work to support staff
  • Ability to manage multiple tasks simultaneously, work effectively under tight deadlines & prioritize as situations change or arise
  • Ability to communicate effectively with coworkers
  • Excellent written and oral communication skills
  • Excellent problem resolution skills

Working Conditions

  • Must be able to remain in a stationary position 75% of the time
  • Needs to occasionally move about inside the office to access files cabinets, office equipment, etc.
  • Constantly using hands and fingers to operate a computer and other office equipment (copy machine, label machine, etc.)
  • Work takes place in a well-lighted, heated, and/or air conditioned indoor office setting with adequate ventilation

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Disclaimer
This job description reflects management’s assignment of essential functions and nothing in this herein restricts management’s rights to assign or reassign duties and responsibilities to this job at any time.