Careers

The Account Executive is responsible for obtaining new business and providing service to clients.

Responsibilities include:

• Solicit qualified new business opportunities 
• Provide prospects and clients with comprehensive analysis and determine coverage needs
• Implement client service plans
• Manage monthly expiration lists to ensure that coverage is bound prior to effective date
• Develop relationships with insurance partners to stay informed of industry trends 
• Negotiate premiums and conditions on behalf of client

The Account Manager is responsible for providing client support using customer service and analytical skills.  

Responsibilities include:

• Work directly with clients to issue certificates of insurance, process changes and conduct contract and policy review  
• Carefully review and verify policy information
• Update internal agency management system to reflect detailed changes throughout policy year
• Create insurance binders and additional new policy and renewal documentation 
• Prepare summaries of insurance and additional documentation required for policy set up
• Extract and allocate insurance premiums per client request
• Effectively communicate with insurance partners and Sales Account Executive 
• Provide administrative assistance to agency as needed

Requirements:

• Hold and maintain a Property / Casualty and  Life / Health licenses
• Experience and / or college degree preferred
• Maintain continuing education as needed