Hotaling Insurance Services · 13 hours ago
Account Executive - Commercial Lines
Melville, NY
Full-time
Onsite
Mid, Senior Level
$110K/yr - $160K/yr
5+ years expThe Hotaling Group is a company focused on providing excellent service in the insurance sector. They are seeking an Account Executive to manage a book of business, support new business development, and ensure client satisfaction in Commercial Lines insurance.
FinanceInsuranceRisk Management
Responsibilities
Proactively owns and manages assigned book of business
Utilizes strong knowledge of commercial lines coverage to review and proactively process accounts and upgrade coverage levels
Ability to interpret complex contract verbiage into relatable data points
Supports in developing new business opportunities for existing clients and prospects
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
Supports Producers in addressing client questions and/or concerns
Analyzes and compares current exposures and develops renewal or new business specifications for marketing
Conducts marketing, negotiates rates, review quotes and coverages for competitiveness and accuracy
Reviews and summarizes marketing results and prepares proposals
Finalizes proposals and presentations
Binds insurance coverage and prepares binders and/or delegate certificates issuance
Reviews policies for accuracy and review contracts
Prepare/ delegate summaries and/or schedules of coverage for clients
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
Participates in the claims process as directed by management, including claim submission and follow-up
Provides technical guidance to staff assisting with client needs or procedural issues
Notifies producers of pertinent information related to client retention
Engages in optimal and appropriate usage of applicable agency management system
Assists Property & Casualty team proactively and assists with a variety of administrative duties
Be a self-starter and willing to take 'ownership' of day-to-day service issues related to assigned book of business
Initiates action to help the team achieve organizational goals in production and client satisfaction
Expand professional development to keep abreast of changes in the insurance industry as a whole. Network with other insurance professionals to maintain competitive market intelligence. Research changes on insurance company underwriting guidelines, products and policy conditions that may affect the member’s business operations. Stays abreast of changes within the industry relating to services and procedures
Other duties as assigned
Qualification
Required
Commercial Lines Account Management: 5 years
Property & Casualty License
Ability to Commute: Melville, NY 11747
Preferred
Bachelor's
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance
Company
Hotaling Insurance Services
Hotaling Insurance Services is a risk management firm that provides employee benefits, property, and casualty insurance services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bobby Hotaling
Founder
Danielle Morrison
Executive Assistant to the Founder and Chief Executive Officer
Company data provided by crunchbase