Health & Account Executive II

POSITION SUMMARY

Working in a team environment, the Licensed Account Executive position provides internal oversight and directed management of all client accounts assigned by the Agency Principal and/or the Sales Manager on behalf of Sales Executives. The Licensed Account Executive applies a significant body of knowledge to the handling of client services, incoming new business, renewal business and the ongoing servicing of assigned clients in an effort to develop a "best of practice" client experience.

The essential functions include, but are not limited to the following:

• Demonstrate the ability to explain proper policy placement/program needs and suggest additions or changes to the program for the benefit of the client.
• Grow assigned clients' book of business and meet the mandated retention goals set forth by management.
• Understand the development of premium and establish payment methods that meet the needs of clients.
• Respond to all client inquiries and issues in a timely manner.
• Confer with clients to obtain and provide information to the carrier of record when claims are tendered if requested.
• Aid in claims disputes as requested / directed by the insured.
• Provide direct support to the Sales Executive and act as a resource to others.
• Complete accurate, daily data entry into the insurance's core management system.
• Answer phone calls and handle inquiries or forward to appropriate servicing party.
• Provide fill-in or coverage for other lines of insurance as needed.

• Ensure that policy requirements are fulfilled, including any necessary submissions, applications, underwriting data and that the completion of appropriate forms are correct.
• Greet on-site or walk-in clients that seek interest in new business products.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance policies.

• Conduct reviews to assess client risk and respond to changes in client exposure.

• Maintain CEC requirements directed by management to continually be successful in this position.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing a stronger and more effective delivery of our client experience.
• Represent the bank and insurance agency in a positive manner at community/organizational activities.
• Responsible for knowing and following all mandated bank and agency policies, procedures and practices.

• Perform other related duties and responsibilities as assigned by management.

• Bachelor's degree required or equivalent work experience.
• 2+ years’ experience in similar job duties.
• TAM or EPIC Agency Management System competency preferred.
• Current Property/Casualty Licensee or the ability to obtain within 45 days.
• Current Life/Health Licensee or the ability to obtain within 90 days.

Central Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, sexual orientation, gender identity, status as a protected veteran, or any other characteristic protected by law. We make all reasonable accommodations to meet the obligations under the Americans with Disabilities Act (ADA) and applicable state disability laws.