Full-Time · Denver, Phoenix, St. Louis Or Cape Girardeau
Account Executive
Take care of a book of commercial clients day to day: changes, certificates, renewals, claims and questions.
The Role
You’ll manage and service a book of small to mid-sized commercial accounts, and you’ll be the person our clients count on between renewals. You’re detail-oriented, organized and proactive, and you like a fast-moving agency where the phone actually rings.
What You’ll Do
Service Your Book
- Manage a book of small to mid-sized commercial accounts and deliver great service through the whole client lifecycle.
- Respond quickly to client questions, policy changes, cancellations and coverage requests.
- Process new business, renewals, endorsements, cancellations, binders, certificates, invoices and other policy documents the right way.
- Turn around certificates and evidence of insurance accurately and fast.
- Review and process change requests within underwriting and carrier guidelines.
Work With Our Advisors
- Quote coverage and partner with our Insurance Advisors to deliver competitive options.
- Spot opportunities to round out a client’s coverage with additional products that fit their needs.
- Ask for referrals and help grow the agency through great service.
Claims And Follow-Through
- Be the first point of contact when a client has a claim, and coordinate the follow-up.
- Track down outstanding documents and client information.
- Document every client interaction and account update in our agency management system, and keep contact info current.
Keep Learning
- Know carrier underwriting guidelines, rating, compliance requirements and products.
- Stay current on industry trends, carrier updates and new products through ongoing training.
- Share what you know with the team and help each other get better.
What We’re Looking For
- High school diploma required; associate’s or bachelor’s degree preferred
- Property & Casualty license, or the ability to get one
- At least 3 years of commercial lines account management experience with a small to mid-sized book
- Solid understanding of commercial coverages, underwriting and agency workflows
- Comfortable with rating platforms and carrier portals
- Multi-state workers’ comp and class code experience is a plus; surplus lines experience preferred
- Proficient in Microsoft Office; Applied Epic or AMS360 experience preferred
- Clear writer and speaker with a real customer-service focus
- Highly organized, detail-oriented and good at juggling priorities
- Self-motivated with a sense of urgency, a positive attitude and a willingness to learn
- Works well independently and as part of a team
- Able to pass a criminal background check, as permitted by law
Benefits
Full-time, Monday through Friday, in our Denver, Phoenix, St. Louis or Cape Girardeau office.
- Competitive salary
- Health insurance plans (PPO, HSA and copay options)
- Dental insurance
- Vision insurance
- Company-paid disability insurance
- Supplemental insurance, including critical illness, accident, legal and pet insurance
- 401(k) with Safe Harbor match
- Paid time off
- Paid holidays
Questions About Careers?
Call us or meet the team first. We’re easy to talk to.
