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Commercial Insurance Account Executive

Company: The Jonus Group, LLC
Location: Houston
Posted on: November 22, 2021

Job Description:

Commercial Insurance Client Service Manager - Houston TX

Established Independent Insurance agency seeking an experienced commercial account executive. Looking for a result driven professional looking to take the next steps in their career.

Desired Skills & Experience

  • Full knowledge of insurance products and usages.
  • Ability to advise and consult with clients re: their insurance coverages.
  • Manage workflow of assigned book of business and delegate workflow.
  • Mentor for customer service.
  • Strong verbal and written communication skills.
  • Ability to work in a fast-paced environment and handle multiple projects.
  • Computer literate, including superior knowledge of the Applied System (EPIC) preferred and proficient in Word and Excel including formulas.
  • Strong technical and Math Skills.
  • Ability to work independently or as part of a team.Job Purpose / Description:
    • Assist Management & Producers in coordinating all aspects of client activities.
    • Provide exceptional customer service by communicating and responding to clients and carriers in a timely manner.
    • Enter and update client policy information in management system (AMS360 and/or Benefit-point).
    • First point of contact for all service requests.
    • Update and organize client files and records.
    • Responsible for all aspects of the renewal and marketing process.
    • Accompany producers and management with client facing renewal and new businessproposals.

      • Assist with various special projects as needed to support team and agency.
      • Mentor and manage assistant account managers with policy endorsements, policy issuance, renewal binders, summaries of insurance, certificates of Insurance, auto ID cards, data entry, accord applications/submissions, online quoting, renewal marketing.
      • Service and maintain all aspects of a variety of commercial accounts.
      • Responsible for renewal marketing of existing accounts.#LI-JD1


Keywords: The Jonus Group, LLC, Houston , Commercial Insurance Account Executive, Other , Houston, Texas

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