Commercial Lines Account Executive

Responsibilities:

• Manage all account transactions, including quoting, applications, ID cards, endorsements, proposals, coverage summaries, certificates, and binders for assigned accounts.
• Maintain up-to-date knowledge of carrier underwriting requirements.
• Conduct renewal reviews and quote/remarket policies as needed.
• Respond promptly to inquiries from clients, companies, and producers.
• Identify cross-selling opportunities and suggest coverage upgrades.
• Document all activities in the agency management system, ensuring accurate and timely entries.
• Adhere to agency billing, premium collection, and underwriting guidelines. Obtain client sign-off for declined recommended coverages.

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