Account Executive II - Personal Lines
Hybrid · United States
Core
Manage a book of Middle Market clients, processing daily account activity, maintaining account folders, and preparing proposals for insurance policies.
Role type
Account Executive (Personal Lines)
Builds
Insurance policies and proposals for Middle Market clients
Domain
Insurance brokerage (Personal Lines)
Required skills
P&C License, Excel, Word, online rating systems, policy analysis, invoicing processing
Preferred skills
Applied Epic Experience
Technologies
Epic, Excel, Word
Responsibilities
Maintain account folders per Quality Control guidelines, check policy coverages and endorsements for accuracy, complete specs and prepare proposals, process endorsements and invoicing, review policies for coverage adequacy, assist Accounting with premium charge research, handle insured and underwriter questions
Seniority
Mid-level (3-5 years experience)