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VIP Account Executive - Personal Lines

Job Order ID 3337
Province/State New York
City Lake Success

Posted Date 9/10/2019

Brief Description

My client, a leading insurance brokerage, based on Long Island, is seeking an ALL-STAR Personal Lines Account Manager, to work with the companies VIP clients.

 

Terrific base salary, benefits and working environment!!!  




Department: Personal Lines
Position: VIP Account Executive
Job Purpose: Service personal lines accounts in accordance with department and company objectives and procedures

Job Functions/Responsibilities:
* Provide exceptional customer service to all internal and external customers.
* Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.
* Make and receive calls from customers to facilitate personal insurance quotes.
* Handle policy maintenance (new, renewal, changes, binders, etc.) done in Sagitta in a timely manner.
* Assure that coverage is maintained at all times and/or management notified if there are problems, such as potential coverage or pricing issues.
* Be familiar with rating and provide quotes to prospects and existing clients.
* Follow-up with customers to obtain additional information to provide accurate quotes.
* Obtain the best price and protection for our clients.
* Ensure all quotes are documented and saved in the Sagitta system.
* Process all new business, renewal business, etc. in personal lines department in a timely manner.
* Provide exceptional customer service to all internal and external customers.
* Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.
* Make and receive calls from customers to facilitate personal insurance quotes.
* Handle policy maintenance (new, renewal, changes, binders, etc.) done in Sagitta in a timely manner.
* Bind coverage within binding authority.
* Be familiar with rating and provide quotes to prospects and existing clients.
* Follow-up with customers to obtain additional information to provide accurate quotes.
* Obtain the best price and protection for our clients.
* Ensure all quotes are documented and saved in the Sagitta system.
* Process all new business, renewal business, etc. in personal lines department in a timely manner.
* Ensure use of the Sagitta system for processing endorsement requests, electronic mail and suspense information.
* Ensure strong knowledge of issuing Certificates.
* Have an active Property & Casualty Insurance Agent/Broker's License.
* Process endorsement requests, electronic mail and suspense information.
* Perform other job-related duties as assigned
.




Requirement Note


* Knowledge of financial and insurance products and services.
* Knowledge of the Sagitta operating system.
* Skill in the operation of personal computers, software and printers.
* Skill in the operation of modern office equipment.
* Proficient in Word, Excel and Microsoft Office.
* Excellent services skills.
* Ability to communicate effectively both verbally and in writing.
* Ability to effectively work on the telephone to obtain insurance information.
* Ability to complete detailed paperwork.
* Ability to collect the documents necessary to complete the insurance transaction.
* Ability to coordinate a variety of activities simultaneously and prioritize work.
* Ability and desire to work in a team environment.
* Ability to analyze situations and recommend workable solutions for customers.
* Ability to establish and maintain effective working relationships with a diverse group of people.
* Ability to manage time efficiently and effectively.
* Ability to follow through on tasks.
Licenses and Certifications
* Must have an active NYS Property & Casualty Insurance Agent/Broker's License.
Education/Experience
A combination of education and experience equivalent to a high school diploma and five years insurance industry experience.




Contact Details:
Aaron Frenchman
Aaron@execsallied.com
(631) 493-0574 ext. 117