Associate Account Executive

Summary

This position is an integral link between Clients, Carriers and the Agency, responsible for the day-to-day handling of a current book of business as well as associated renewals. AAE takes their direction from Underwriter/Broker as required.

Primary Job Responsibilities

• Handles day-to-day client and carrier questions as well as other needs associated with an assigned book of business including, but not limited to:
       New business clearance
       Follows up on any cancelations
       Processes non-premium endorsements and audits
       Provide status updates to retail agents, if necessary
• Quotes all renewals and is ultimately accountable for client renewal books at the direction of the Underwriter/Broker
• Prepares submissions for review by the Underwriter/Broker
• Prepared quotes for review by the Underwriter/Broker
• Manages binding requests and issues actual policies at the direction of the Underwriter/Broker
• Reviews and processes inspections
• Maintains customer information within the Company’s agency management systems
• Other duties as assigned

Qualifications

• Competencies:  Communication Skills; Results Orientation; Influencing Others; Knowledge of Insurance Terminology and Practices
• Minimum of 2 years of prior insurance experience; accounts management and personal or commercial lines experience is preferred
• High School Diploma is required, Bachelor’s Degree is preferred