Commercial Lines Account Executive; P&C Insurance

Position: Commercial Lines Account Executive (P&C Insurance)
Location: Shawnee Mission

Job--04-Commercial-Lines-Account-Executive

Location:

Overland Park, KSSource:  Commercial Lines Account Executive (P&C Insurance)

Location:

Overland Park, KS

Job Description:

JOB SUMMARYTheCommercial Lines Account Executive oversees the daily operations of complex and key customer accounts, as well as middle market accounts. Their primary goal is to foster long-term client relationshipscumbent carrier for presentation to the insured or Producer. With extensive expertise,the Account Executive also provides leadership by assisting team members with intricate insurance inquiries and challenges.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

Handles phone calls from clients and carriers regarding insurance coverage, claims, or administrative issues, complies with requests or refers them to the Producer, while documenting the system per agency procedures.

Update applications and renewal information asneeded to reflect changes during the policy year.

Request endorsements from carriers through AMS to document changes to coverages and exposures throughout the policy term.

Resolve discrepancies in endorsements or policies received from the company.

Submit applications, loss runs,etc., to incumbent carriers and alternative markets for renewalquotes then following up to ensure timely receipt.

Review quotes to verify requested coverages match applications, resolve discrepancies with Prepare summaries of insurance, schedules, and proposals for Producers and customers asneeded.

Communicatebind requestsper Producer instructions, confirm coverage with carriers, and issuebinders.

Issue Auto IDs for new business policies, renewals, and auto changes throughout the policy year.

Create master certificates reflecting current coverages for new business policies, renewals, and asneeded throughout the policy year.

Invoice agency-billed policies, endorsements, and audits, and execute premium financeagreements as needed.

Assist insureds with audit disputes by reviewing audit worksheets and providing guidance onresolution.

Assist clients in submitting first reports of claims, facilitate prompt responses from carrier staff,and follow up on claim statuses per agency procedures.

Work with Accounting to resolve discrepancies on agency-billedpolicies, collect outstandingpremiums on past due invoices, and request cancellations from carriers as per agency procedures.

Process cancellations as requested, determine reasons for cancellations, act to save accounts,follow up to ensure accurate, timely resolution, and minimize unpaid premiums.

Complete other tasks as requested by Producers, such as premium breakdown summaries, claimsnarratives, Mod Master analysis, and producingreference materials from Broker Briefcase.

REQUIRED EXPERIENCE/

QUALIFICATIONS:

Minimum 5 years of insurance experience

Bachelors degree preferred

Property and Casualty Insurance Agents License in Kansas or Missouri.

At least one advanced designation, such as CIC, CPCU, ARM, etc.or actively seeking

Extensive knowledge of commercial insurance products and their applications.

Understanding of insurance rating and underwriting procedures.

Strong oral and written communication skills toexplain complex issues, interpret detailed information, and respond appropriately.

Excellent listening skills and attention to detail.

Strong desire to assist others with complex insurance issues.

Ability to manage multiple tasks simultaneously and prioritize workload effectively.

Capability to make independent decisions.

Strong relationship-building skills with Producers, companies, customers, and co-workers.

Team player with the ability to adapt to a fast-paced, changing work environment with a positive attitude.

PREFERRED EXPERIENCE/

QUALIFICATIONS:

Experience with Captive Programs

Experience with Contract and License & Permit Surety Products Knowledge of AMS
360TE
CHNICAL

SKILLS:

Microsoft Office specifically Excel, Word Ability to navigate the Internet