System Search · 2 months ago
Commercial Lines Account Executive
Greater Wilmington Area
Full-time
Onsite
Mid LevelSystem Search is seeking an Account Executive with direct experience with Commercial Lines Insurance Accounts for North Carolina Locations. The primary focus of the Account Executive will be to serve as the primary business contact, responsible for client satisfaction while consistently providing excellent customer service.
EmploymentHuman ResourcesRecruitingStaffing Agency
Responsibilities
Serves as client advocate and a primary point of contact for assigned accounts
Develops professional business relationships with all clients and demonstrates a clear understanding of the client’s core business
Analyses commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control
Works with larger and complex accounts and assists clients with the strategic design of insurance plans
Strategically remarkets renewals to ensure a high level of account retention
Prepares proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies. Determines and communicates various options for billing and invoicing
Assists clients in submitting first reports of claims by obtaining adjusters or visits from agency staff (i.e. Claims Advocate)
Reviews audits of policies and verifies their accuracy. Proactively communicates with client any significant audit differences and determines the need for further action
Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency’s financial equity
Qualification
Required
A Property and Casualty License from state of domicile is required and must be maintained
Extensive experience in the insurance industry with a focus on Commercial lines of coverage required
Self-managed and responsible for project and time management
Must value operating in a collaborative work environment
Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
In-depth understanding of all aspects of commercial lines of coverage
Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation
Preferred
College degree preferred
CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus
Company
System Search
System Search provides insurance policy research, lost policy searches, and claims/underwriting file retrieval services.
Founded in 1983
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase