Account Executive, Middle Market, P&C (Hybrid)
Company: EPIC Insurance Brokers & Consultants
Location: Jersey City
Posted on: May 12, 2022
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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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