Client Executive: Commercial Lines

Client Executive: Commercial Lines

Avid Risk Solutions

Client Executive: Commercial Lines

Details of the offer

(Middleton & Waukesha)Job Purpose:
The Client Executive is responsible for revenue generating activities not limited to the following:
Responsibilities include but are not limited to the following:
Property & Casualty renewal and new business.
Provide in?house customer service as assigned and requested.
Receive phone calls from client and companies regarding insurance, claims, or administrative problems, and comply with the request and /or refer to the client service representative.
Maintain expiration control log.
Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
Check and renewal policies for accuracy in rating, typing, coverage, signatures, and input these transcripts to generate billing invoices. Ensure that these items are delivered and /or mailed to the client.
Be familiar with and follow agency E&O guidelines.
Maintain electronic and /or paper files in an orderly, up?to?date manner.
Perform special projects at management?s request.
Solicit sale of new or additional services or products.

Excellent verbal and written communication skills.
PC, Microsoft Outlook, Word, Excel experience required (Office 2010 preferred).
Familiar with standard concepts, practices, and procedures within insurance.
Wisconsin property & casualty Insurance license (preferred ? will be required within 90 days of hire).
Experience with Applied Systems EPIC management system (preferred but not necessary).
Works under general supervision.
A certain degree of creativity and latitude is required.
A positive, ?can do? attitude with an undaunted curiosity to learn more and consistently improve.

please e-mail to **********.

Source: Jobsxl


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