Commercial Insurance Account Executive

The role

This person will provide administrative support to Producers and Account Executives and existing clients. They will handle insurance tasks including endorsements, certificates, claims reporting, and renewal preparation.

What you will do

• Provides daily administrative support to designated Producers and Account Executives and existing clients.
• Gather and prepare renewal information such as loss runs, drivers lists, and experience mod worksheets.
• Process Endorsement requests, certificates of insurance, Evidence of insurance, and Cancellation Processing.
• Assists clients with the reporting of claims and maintains contact during the settlement process.
• Processes and follow-up operations duties linked to new/existing accounts, risk management, marketing support, and order entry.
• Ensures all assigned transactions are executed in a timely and accurate manner.
• Educates and coaches business partners on insurance products, compliance, and operational duties.
• Invoice all applicable accounts and process premiums when required.
• Maintain current files and prepare policy renewal questionnaires.
• Work expiration lists prior to renewal for customer contact and improved retention.

Required qualifications

• Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner
• Must be able to work independently with limited supervision
• Must be able to prioritize and effectively manage multiple tasks at once
• Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
• Strong verbal and written communication and negotiation skills
• Ability to deal with problems involving clients and staff, as well as vendors
• Ability to demonstrate attention to detail with high degree of accuracy
• Ability to multitask and prioritize a variety of activities
• Ability to demonstrate a client first attitude
• Ability to work on a team effectively
• Minimum of 5 years related experience in the insurance industry
• Property & Casualty License

Nice to have

• Knowledge of Applied Epic
• College degree

Benefits

• Medical
• Vision
• Dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.