Now Hiring - Tracy-Driscoll & Co Inc. - Commercial Lines Account Executive in Bristol, CT

Full description of the position

Tracy-Driscoll & Company is a well-established Independent Insurance & Financial Sales Organization. We partner with key insurance carriers and a team of diversified experts in the industry to offer reliable Home, Auto, Business & Life insurance solutions. For nearly a century, we have led as an Independent Agency that focuses on the individuality of our customers- Delivering tailored, comprehensive insurance portfolios.

Our personalized and proficient service drives the success of our organization and paves the way for the circle of protection we provide for our clients. Allowing us to service them anytime they need us... at Work, Life, and Play.

THE TRACY-DRISCOLL DIFFERENCE
Youll be part of a motivated marketing team leveraging the industrys best combination of quality products, sales and marketing support, we offer competitive compensation (including health insurance and 401K safe harbor match).

COMMERCIAL LINES ACCOUNT EXECUTIVE:

• The Account Executive serves as the point of contact responsible for managing a designated Book of Business. Coordinating Service, Remarketing, Consulting, Claims Communications and Administration of client accounts. Client Retention is a key objective of this role. Supported by a team of administrative assistants, you will be expected to effectively perform & delegate the following primary tasks:
• Essential Duties and Responsibilities of the Commercial Lines Account Executive:
• Exhibit superior customer service traits at all times: Accommodate client requests, addressing all servicing needs.
• Communicate with carriers/underwriting/producers regarding renewals, audits, carrier recommendations, and quote negotiation on existing accounts
• Thoroughly review all renewals to check for coverage gaps and account rounding opportunities.
• Enter policy data into our APPLIED EPIC client management system & scanning system
• Expedite certificates of insurance as requested
• Run MVRs and update driver lists when required
• Process endorsements and issue evidence of property certificates
• Process and issue binders
• Coordinate Re-marketing of Accounts: Gather and compile exposure information from the Client, including Loss Run schedules and Risk Classifications
• Develop proficiency in Real Time technology, quoting in multiple carrier web-sites during the remarketing process or when adding additional lines of coverage
• Review policies and endorsements for accuracy

Skills & Requirements of the Commercial Lines Account Executive:

• Commercial Lines Account Executive/CSR with demonstrated success in this or a similar role; Minimum of 3-5 years of experience managing business accounts
• Knowledge with Medical Malpractice and Bid and Performance Bonds
• Active Property & Casualty Producer License
• Must possess a solid understanding of & the ability to clearly articulate Insurance Industry Standards, Policies, and Procedures
• Impeccable Organization & Prioritization are essential to succeed in this multi-faceted position, with frequent changes in velocity & exposure to multiple resources.
• Exceptional Interpersonal Relations and Advanced Communication & Consultative skills
• Goal oriented: Sense of urgency and ability to meet client & producer expectations through well executed Time Management skills
• Outstanding Listening, Negotiation, and Closing skills
• Detail oriented with excellent follow-up skills
• APPLIED EPIC or equivalent management system experience. (APPLIED EPIC proficiency preferred)

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person