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Account Executive, Middle Market, P&C (Hybrid)

Company: EPIC Insurance Brokers & Consultants
Location: Jersey City
Posted on: May 12, 2022

Job Description:

Job Title: Account Executive,

Department: Middle Market Division

FLSA Status: Exempt

Job Summary

Senior Account Executives provide high-quality service to our Clients. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, Senior Account Executives Service and monitor accounts and disseminate account activity. Market renewals and new business. Evaluate existing coverages and make recommendations as needed. Round out accounts as opportunities arise. Negotiate with Underwriters to provide the best possible coverage and rates according to underwriting guidelines. Receive, review and forward invoices, policies, endorsements and other documents as necessary. Market specialized coverages as needed. Authorize the release of Certificates of Insurance, Accord Binders, and Placement Requests Review and audit policies for compliance with internal procedures. Prepare proposals for clients and potential clients. Visit clients as necessary to ensure client satisfaction.

Essential Functions

This role is responsible for, but not limited to, the following job duties:
Manage the marketing activity for assigned accounts
Create schedules of insurance and proposals
Management and tracking of policy renewals utilizing marketing sheets
Endorsement processing
Invoicing
Set up new and renewal policies in Sagitta.
Scan and maintain documents, policies and correspondence.
Manage day to day account transactions including additions, deletions of vehicles, acquisitions, ,
Support administration of program adjustments including dividend and audit adjustments.
Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.
Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff. Working with Frenkel team members to execute all renewals in a timely manner. Generation of accurate renewal submission, proposals,
Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever possible. Immediately addressing matters impacting customer satisfaction as they arise.
Seek out new business through referrals, cross-selling and account rounding
Mentor and assist junior staff

Competencies Required

Customer Service Focus

Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.

Active Listening

Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others' messages. Asks clarifying questions to ensure understanding

Initiating Action

Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.

Information Seeking

Driven by an underlying curiosity and desire to know more about people, things or issues. This involves going beyond routine questions and includes digging or pressing for exact information; resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.

Quality Extended Task Focus

Able to perform the same work function with excellence and high standards of quality for a significant amount of time while remaining focused and without becoming disengaged.

Composure And Resilience

Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity. Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.

Time Management

Demonstrates the ability to manage multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.

Qualifications
Minimum of eight years of insurance brokerage or insurance carrier experience.
Strong computer skills including MS office suite, Excel and PowerPoint.
Must be detail oriented.
Must have excellent organization and time management skills.

Educational Requirements
College degree in Insurance or related field preferred.
Preferably at least 5 Years' Experience in handling a book of business
New York or New Jersey P&C Brokers License

WHY JOIN US?
15th Largest Broker in US
Voted " Best Place to Work" in the Insurance Industry
Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.

Keywords: EPIC Insurance Brokers & Consultants, Jersey City , Account Executive, Middle Market, P&C (Hybrid), Other , Jersey City, New Jersey

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