Overview:
POSITION: Commercial Lines Account Executive
REPORTS TO: Commercial Lines Manager
OVERVIEW:
Encharter Insurance is an independent insurance agency based in Amherst, Massachusetts, with a second office in Lexington, Massachusetts. We are a large and expanding community agency offering our staff members the opportunity to grow. Our first commitment is to our clients, providing them with the best protection options to fit their needs. We have access to a vast array of premier insurance companies that enables us to find the right product and price for nearly every client.
To support our expanding operations, we seek a highly motivated, enthusiastic, self-reliant, and professional individual to join our team. We offer a highly competitive salary, a 401K plan, and a complete package of benefits. We have a positive, supportive work environment that rewards and recognizes achievement and development.
The Commercial Lines Account Executive will be expected to provide concierge service to a book our VIP accounts, including annual renewals, cross-sell, up-sell, daily service needs, and developing strong relationships with Encharter customers and our insurance company partners.
Encharter Insurance is a wholly-owned subsidiary of Plymouth Rock Assurance Company based in Boston, Massachusetts.
Essential Duties and Responsibilities:
Quote and sell insurance to new and existing customers
Quote and rewrite policies as requested or recommended
Review coverages on existing accounts and recommend coverage changes when appropriate
Provide prompt, accurate and courteous service at all times
Maintain product knowledge for all lines of business and products written
Requirements & Experience:
Massachusetts Property and Casualty Producer License
5 years of Commercial Lines account management experience
Thorough knowledge of all Commercial Lines products, including servicing and placing Excess & Surplus lines business
Understanding of commercial insurance markets, products, and marketing practices
Excellent attention to detail and vigilant documentation of customer interactions
AMS360 experience preferred
Strong verbal, written, and analytical skills
Ability to handle multiple tasks with varying time constraints
Works well with team members and participates in a collaborative environment
Position Summary: Manage deposits and disbursements on all accounts. Run accounts payable ageing reports to determine correct timing of outgoing...
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