Job Description Job Description Spectrum Insurance Group is looking for a Commercial Lines Account Executive to join our Eau Claire office. The Account Executive manages a book of business, services existing client accounts, and assists agents in providing insurance products for existing and prospective clients with a goal of building relationships while delivering exceptional customer service focused on customer retention. Qualified candidates will be licensed and have 5+ years of commercial lines experience. Benefits Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Hands on Training Tuition Reimbursement Mon-Fri Schedule Career Growth Opportunities Retirement Plan Evenings Off Responsibilities Account Management Independently manages a book of business not assigned to an agent Prepares submissions and markets new/renewal business to appropriate carriers Responds to all day-to-day inquiries and service issues for assigned clients Provides coverage recommendations and collects exposures from clients and prospects Maintains agency management system with up-to-date and accurate information Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities Tracks, manages and documents open issues keeping the client and agent informed of status and resolution Quotes, analyzes, compares, and recommends coverage options for clients Manages renewal timeline to ensure timely execution of client decisions Prepares summaries of insurance, renewals, schedules, and proposals Reviews client contracts and policies for accuracy Supports Agents with new and renewal business presentations as needed Builds and maintains strong customer relationships through pro-active communication Communicates and educates clients on latest industry trends, issues, and changes Attends client meetings as required Administrative Organizes tasks and resources to complete work and meet deadlines according to established procedures Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards Responds to incoming phone calls and emails promptly and effectively Performs basic office functions including emailing, filing, scanning, copying, and faxing Customer Service Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers Answers customer questions and resolves complaints in a timely and efficient manner Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors Requirements Required Knowledge and Skills Knowledge of insurance products, rating, and underwriting procedures Excellent verbal and written communication skills Strong analytical thinking, business acumen and organizational skills Proficient computer skills including the ability to document and access information in an electronic system Ability to follow existing processes, procedures, and verbal instruction Ability to manage multiple priorities, accurately, efficiently, and independently Attention to detail and ability to complete tasks with a high degree of accuracy License and Certification Requirements Valid WI drivers license and acceptable driving history Current Property & Casualty Resident Intermediary license granted by the State of Wisconsin
Required qualifications:
• Licensed in Property & Casualty
• 5+ years of commercial lines experience
• Excellent verbal and written communication skills
• Strong analytical thinking and business acumen
• Proficient computer skills
• Ability to manage multiple priorities