Account Executive - Agency

Role responsibilities

Manage the quoting and issuance process for commercial lines accounts while building long-term relationships with customers and distribution partners. Identify at-risk accounts to reduce losses and ensure accurate documentation within the Agency Management System.

Requirements

Requires a bachelor's degree or relevant insurance industry knowledge and a current Indiana Property & Casualty License (or ability to obtain one within 90 days). Candidates must demonstrate strong organizational skills, proficiency in Microsoft Suite, and the ability to handle multiple priorities in a fast-paced environment.

Key skills

Policy Quoting, Endorsement Issuance, Relationship Management, Sales, Negotiation, Active Listening, CRM Tools, Microsoft Office Suite, Account Retention, Conflict Resolution, Time Management, Professional Communication

Keywords

Insurance, Commercial Lines, Property & Casualty License, Agency Management System, CRM, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Healthcare Liability, Account Management, Premium Audits, Risk Mitigation, Berkshire Hathaway