We are seeking a Commercial Lines Associate Account Executive for our team in Phoenix, Arizona.
This team is currently working in a hybrid capacity with work from home opportunities after a probationary period.
WHAT YOU'LL DO:
- Service Small Commercial Accounts
- Begin CISR or CRIS Designation Program
- Obtain exposure and operation updates from the client
- Get renewal applications and copies or prior applications
- Order current loss runs and other documents needed in the renewal/marketing process
- Submit complete and accurate renewal information to the incumbent carrier(s)
- Negotiate and obtain quotes
- Prepare the proposal for the producer
- Make sure the Insurance Coverage Review is completed.
- Bind coverage with the carrier(s) in accordance with the client's instructions
- Issue binders, auto id cards and order renewal certificates of insurance
- Get Signed forms - including applications, Non-Admitted, Co. request forms, Supplemental applications etc.
- Provide services or coordinate carrier services as needed, such as: claim reviews, loss control visits and services and premium allocations
WHAT YOU'LL NEED:
- Valid Arizona P&C insurance license, preferred
- Independent insurance agency experience, preferred
- 3+ years of insurance experience, preferred
- High school diploma or equivalent
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Planning/organizing/problem solving skills
- Strong interpersonal skills & critical thinking skills