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AssuredPartners Personal Lines Account Executive in Hudson, Massachusetts

The Account Executive will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with the producer and other Agency personnel. The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities. The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.

The Ideal Candidate

  • You lead by example from strategic vision & thinking to execution & teamwork

  • You are a true sales professional who excels in all forms of communications

  • Adaptation is second nature to you and you know how to pivot to a client’s needs

If this sounds like you, we invite you to keep reading and apply!

Please note that the duties below can vary based on the workflow of your local office.

  • Responds to client request for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.

  • Maintains follow-up and suspense file on outstanding orders, correspondence, claims, renewal expirations and follows up on overdue and suspense items.

  • Checks new and renewal policies and endorsements for accuracy in coverage.

  • Determines reasons for request for cancellations and acts to retain accounts. If unable, secures Lost Policy Release and follows through to policy cancellation.

  • Manages accounts receivable on book of business to assure timely collection and involves Producer when necessary.

  • Assists in the development of strong personal relationships with appropriate insurance carrier personnel. Assists Agency in developing carrier relationships by becoming familiar with and executing strategies developed for satisfying carrier goals and objectives.

  • Refers current and prospective clients to other departments for solicitation of those lines of business.

  • Participates in continuing professional development as required by state licensing requirements and Agency guidelines.

  • Trains and directs technical support personnel including Account Representatives, Account Coordinators, or Analysts in order to meet essential duties and responsibilities.

  • Other duties as assigned.

  • Travel is expected to be 50% in this role.

  • Advanced degree from college or technical school; or 4-8 years of related experience and/or training; or equivalent combination of education and experience

  • Property and Casualty License

  • 5+ years of experience in personal lines and/or commercial lines with 1-3 years of experience of independently managing a book at an insurance agency

  • Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products

  • Professional designations preferred

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

ID: 2022-10477

External Company URL: www.assuredptr.com

Street: 131 Coolidge St

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