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The Liberty Company Insurance Brokers, LLC · 1 day ago

Join Our Talent Community! - Account Executive

Phoenix, AZ

Full-time

Hybrid

Senior Level

5+ years exp

The Liberty Company Insurance Brokers, LLC is a dynamic organization recognized for its culture-first approach and commitment to employee wellness. They are seeking experienced Account Executives to manage and grow their insurance business, focusing on client relationships, compliance, and marketing strategies.

Commercial InsuranceEmployee BenefitsFinancial ServicesInsuranceRisk Management

Growth Opportunities

Responsibilities

Prepare submissions for Company accounts, including new/renewal business, market Company accounts as appropriate, and prepare and present proposals for Company accounts, including on-site meetings as appropriate

Oversee quality control and compliance duties to ensure adherence to regulatory standards and company policies

Prepare change requests for Company and Company accounts

Review audits, policies and endorsements for accuracy

Initiate new account files in related agency management system

Invoice Company accounts (agency bill transactions)

Assist Company and carriers with collections

Assist Company with carrier audits, including audit disputes

Prepare and implement marketing strategies, particularly with respect to upcoming expirations (within 120 days)

Manage account cancellations as appropriate, including communicating with Company’s carriers and clients to address cancellations, ensure continuation of coverage, and mediate any issues or disputes related to cancellation

Manage carrier memos and process updates

Manage Company account requests, including requests for ID cards, evidence of property, certificates of insurance, binders, policies and related documents

Evaluate Company accounts’ exposure and risk in determining appropriate markets for obtaining quotes

Use experience, expertise, judgment and discretion in selection of carriers for Company accounts

Obtains quotes for coverage, negotiates with carriers regarding coverage terms and interprets coverage for clients

Evaluate and recommend additional coverage to Company clients based on client needs

Delegate assignments to administrative assistants, as appropriate

Manage Company accounts by, among other duties, keeping other team members fully informed of all important activities on Company accounts

Manage Company receivables, renewals/expirations, as appropriate

As appropriate, act as Company liaison with carriers and clients regarding complaints, claims, and grievances related to assigned accounts. Using experience, expertise, judgment and discretion, attempt to resolve complaints, claims, and grievances related to assigned accounts

Service Company and clients in a manner to avoid potential exposure to E&O claims

Alert team members and Company executives of incidents that may require intervention

Be responsive to phone calls and e-mails

Be responsive to Company client requests (e.g. ID cards, certs, binders)

Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360 OR Epic

Prioritize workload and request assistance as necessary to reduce backlog

Participate with executives, senior management and other team members (departments/personnel) on special projects and on the formulation and implementation of Company policies and procedures, as needed

Keep current on rates, forms and coverage changes through bulletins, trade publications, seminars and other forms of continuing education

Participate in seminars and classes to continue development of qualifications, expertise and experience

Qualification

Commercial Lines ExperienceActive DOI P&C LicenseAMS360 OR Epic KnowledgeClient Relationship ManagementNegotiation Skills

Required

Minimum 5 years' experience handling commercial lines accounts

Education requirement: High school diploma or equivalent is required, college degree preferred

Active DOI P&C License required

Knowledge of AMS360 OR Epic system or similar agency management system

Located in Pacific or Mountain Time Zone

Applying for consideration for future opportunities

Benefits

Comprehensive benefits

Generous paid time off and holiday pay

Continued education support

Company-sponsored programs designed to promote wellness, stress management, and community involvement

Company

The Liberty Company Insurance Brokers, LLC

The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years.

Founded in 1987

Woodland Hills, California, USA

501-1000 employees