cutler ridge, FL Search Results /

Now Hiring - Commercial Lines Account Executive in Coral Gables, FL

Commercial Lines Account Executive in Coral Gables, FL

Oak Tree Insurance Services LLC
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Professional Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell
To Whom
Location: Coral Gables, FL
0

Qualifications

· High School Degree or equivalent combination of education and experience

· Professional communication, organization and writing skills

· Experience in Quoting and Marketing New and Existing accounts is preferred.

· Proficient in completing applications, determining proper coverage and carrier placement is preferred.

· Ability to work independently and in a team environment.

· 2-4 years Commercial Lines Account Management experience preferred

· Solid background in using Applied Epic (Preferred), Excel and Microsoft Word

· Property and Casualty License Preferred; not required but must be willing to obtain

Responsibilities

· The Account Executive will provide a high level of sales support to the Producer and customer service to clients

· The position requires a significant degree of independent judgment and discretion to meet those service levels

· The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities

· The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts

· Please note that the duties below can vary based on the workflow of your local office

· Responds to client request for policy changes, billing inquiries and verification of coverage

· Ensures that these items are given to client in a timely manner

· Maintains follow-up and suspense file on outstanding orders, correspondence, claims, renewal expirations and follows up on overdue and suspense items

· Checks new and renewal policies and endorsements for accuracy in coverage

· Determines reasons for request for cancellations and acts to retain accounts

· If unable, secures Lost Policy Release and follows through to policy cancellation

· Participates in continuing professional development as required by state licensing requirements and Agency guidelines

· Other duties as assigned

Job Type: Permanent

Pay: $50,000.00 - $65,000.00 per year

Benefits:

  • Paid time off

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Ability to commute/relocate:

  • Coral Gables, FL 33134: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Commercial Lines: 1 year (Required)

License/Certification:

  • Property & Casualty License (Required)

Work Location: In person

Oak Tree Insurance Services LLC
Company Size
Founded
They Sell
To Whom
Website
Revenue


Oak Tree Insurance Services LLC is currently hiring for 3 sales positions
Oak Tree Insurance Services LLC has openings in: FL, & NY
The average salary at Oak Tree Insurance Services LLC is:

3 Yes (amount not posted)

Oak Tree Insurance Services LLC
Rate this company

Sign In to rate this company

Oak Tree Insurance Services LLC

Oak Tree Insurance Services LLC is currently hiring for 3 sales positions
Oak Tree Insurance Services LLC has openings in: FL, & NY
The average salary at Oak Tree Insurance Services LLC is:

3 Yes (amount not posted)