Planet Green Search, LLC

Commercial Lines Account Executive

Planet Green Search, LLC Sayville, NY
Planet Green Search, LLC

Commercial Lines Account Executive

Planet Green Search, LLC Sayville, NY
2 weeks ago
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Top Reasons To Work With Our Client

  • Legal Excellence: Join a team known for its commitment to legal excellence!
  • Client-Centric Focus: Contribute to client success with a client-centric approach!
  • Diverse Practice Areas: Engage in diverse legal practice areas for varied expertise!
  • Innovative Legal Solutions: Be part of crafting innovative legal solutions!
  • Collaborative Team Environment: Enjoy a collaborative and supportive team!
  • Professional Growth: Avail ample opportunities for professional growth!
  • Client Impact: Make a significant impact on clients' legal challenges!
  • Work-Life Balance: Benefit from policies promoting work-life balance!
  • Employee Recognition: Be part of a culture that values and recognizes its employees!
  • Cutting-Edge Legal Technologies: Utilize the latest technologies in legal practice!

What You Will Be Doing

  • Manage complex Commercial Lines insurance accounts as the day-to-day client contact
  • Perform activities including new and renewal marketing, fielding questions and requests, and coverage review
  • Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers
  • Provide proactive, personalized support to assigned high-touch, complex Commercial Lines clients
  • Provide insurance technical expertise to clients and members of the Account Management and Sales Executive team
  • Responsible for marketing and placement of client Commercial Lines insurance renewals
  • Prepare client applications for review with assistance from Account Representatives
  • Determine most-appropriate carriers for market pricing
  • Analyze and compare carrier quotes and coverage offerings
  • Make insurance program recommendations to clients
  • Manage client renewal expirations and avoid any lapse in coverage
  • Negotiate complexly with carriers on behalf of clients
  • Process policies, endorsements and audits as needed
  • Champion client cross-selling initiatives and develop customer accounts
  • Represent client interests in internal USI account strategy meetings
  • Delegate administrative client tasks to assigned Account Representatives
  • Respond to underwriters’ questions in a timely and professional manner
  • Maintain a high degree of accuracy in agency management systems
  • Attend client meetings frequently in-person, with and without Sales Executives
  • Regularly interact with carriers and frequently meet with underwriters face-to-face

Experience You Will Need

  • Experience in a Commercial Lines agency
  • College degree is preferred
  • Need to be licensed brokers in NY.
  • Expert understanding of Property & Casualty insurance
  • Comfortable with internet-based programs and Microsoft Office products
  • Familiarity with AMS 360 & Vertafore management systems is a plus
  • Experience with E&S Carriers
  • Strong communication and negotiation skills
  • Ability to work in a fast-paced, team environment with minimal instruction
  • Keep informed about industry information, technology and trends

  • Seniority level

    Entry level

  • Employment type

    Full-time

  • Job function

    Sales and Business Development

  • Industries

    Staffing and Recruiting

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