Account Executive - Agency

MedPro Group; Fort Wayne (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

MedPro Group, a Berkshire Hathaway insurance partner based in Fort Wayne, IN, seeks a detail‑driven policy quoting and issuance professional. You will manage commercial lines quotes, respond to inquiries, and support a growing book of business with accurate processing and strong client communication.

Ideal candidates hold a bachelor's degree or insurance experience, an Indiana P&C license or plan to obtain it within 90 days, and demonstrate proficiency in Microsoft Office and CRM tools.

Qualifications

• Bachelor's degree or relevant insurance experience.
• Current Indiana Property & Casualty license or must meet Indiana state licensing within 90 days of hire.
• Ability to maintain consistent/dependable work schedule.
• Self-starter attitude with attention to detail, organization and sales/negotiation skills.
• Proficient with Microsoft Office; familiarity with CRM tools a plus.
• Experience in a team environment with strong listening and communication skills.
• Ability to draft/revise communications for diverse audiences with timeliness and clarity.
• Proven ability to manage escalating situations and prioritize multiple tasks in a fast-paced setting.

Responsibilities

• Own the process of policy and endorsement quoting and issuance for assigned commercial lines accounts.
• Meet annual and new business targets and hit ratios.
• Respond to inquiries via phone, email and fax within required timelines, building relationships.
• Listen and work with customers/partners to resolve issues; escalate when needed.
• Acknowledge requests for additional products or services.
• Demonstrate accuracy in processing and documenting information.
• Utilize an Agency Management System and internal tools to manage the book of business.
• Identify at risk accounts and work to retain or reduce losses.
• Notify customers of late payments and upcoming premium audits.
• Assist with ongoing or future book rolls.
• Perform other duties as assigned.

Skills

Customer service

Communication

Sales negotiation

CRM familiarity

Microsoft Office

Education

Bachelor's degree

Indiana Property & Casualty License (or obtain within 90 days)

Tools

Agency Management System

CRM tools

Microsoft Excel

Job description

Meet MedPro Group. We're an industry-leading Berkshire Hathaway insurance company with a passion for our clients and our team. We are hundreds of professionals with varied backgrounds and experience levels who came together to achieve one goal: protecting those who have made it their mission to serve and care for others. Never considered the insurance industry before? We think you should.

In this role, you will…

• Own the process of policy and endorsement quoting and issuance for assigned commercial lines accounts through actively listening to customers and distribution partners, ensuring a clear understanding of their needs.
• Meet annual and new business targets and hit ratios.
• Respond to customer and distribution partner inquiries and requests received via phone, email and fax in the required timelines, building and managing long-term relationships.
• Actively listen and work with customers and distribution partners to research and resolve a wide variety of issues appropriately escalating issues when necessary.
• Acknowledge and address customer's requests for additional products or services.
• Demonstrate accuracy in processing/communicating information to customers and distribution partners, and documenting available information.
• Utilize an Agency Management System and other internal tools to manage the book of business and document available information.
• Identify at risk accounts, using appropriate tools and resources to retain the account and/or reduces losses.
• Work with customers to notify on late payment issues and upcoming premium audits.
• Assist with any ongoing or future book rolls.
• Perform other duties as assigned.

We are looking for candidates with…

• Bachelor's degree or relevant experience and/or basic knowledge of insurance industry.
• Current Indiana Property & Casualty License or must meet Indiana state licensing requirements within 90 days of hire date.
• Ability to maintain consistent/dependable work schedule.
• A self-starter attitude with excellent attention to detail, organization, management and sales/negotiation skills.
• Proficient with Microsoft Suite applications (Outlook, PowerPoint, Word, Excel), familiarity with CRM tools a plus.
• Experience in team environment including an ability to connect with peers, customers and distribution partners; active listening skills; clearly and effectively shares information verbally.
• Ability to draft/revise communication professionally via multiple communication channels to deliver information in a clear and concise manner with diverse audience, ensuring a focus on timeliness and attention to detail.
• Proven ability to manage escalating situations while maintaining composure, triage and elevate as needed.
• Ability to manage conflicting priorities and handle multiple tasks/projects concurrently in a fast-paced environment.

Why MedPro?

MedPro Group's mission is built on a century-old legacy of protecting those who protect others. From our roots in our hometown of Fort Wayne, Indiana, we've worked diligently to become the nation's premier healthcare liability coverage provider, currently insuring more than 300,000 customers. With that growth, we've built a significant presence in all 50 states. Our team works across the country to provide the best strategies to mitigate risk and preserve the reputations of those who have entrusted their good name to us. That passion - built on a foundation of a culture that values uncompromised integrity, obsessive client focus, great teamwork, and a long-term mindset - make MedPro a preferred employer that many call their career home.

General:

MedPro Group is an Equal Opportunity Employer.