Commercial Account Executive

Mid-State 56 Agency, Inc.; Mequon (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Contingent Signing Bonus

Competitive wages

Paid Holidays

Paid Time Off

Half day Fridays (Memorial Day–Labor)

Flexible hours

Medical insurance

Dental insurance

Vision insurance

Life/AD&D insurance

Disability insurance

Retirement plan with company match

Volunteer opportunities

Continuing Education

Job summary

Mid-State 56 Agency, Inc. is seeking a Commercial Account Advisor in Wisconsin to manage needs of prospective and existing clients both in and outside the office. You will design risk service plans with the Producer and participate in face-to-face meetings, including Loss Control and renewals.

The role requires a Property & Casualty license and a minimum of 3 years in Commercial Lines, preferably in an independent agency. Strong communication, organization, and teamwork are essential.

Qualifications

• Minimum high school diploma or equivalent.
• Property & Casualty license required.
• At least 3 years in Commercial Lines, preferably with an independent agency.
• Excellent oral and written communication skills.
• Ability to multi-task with high accuracy.
• Self-motivated with strong organization and time management.
• Experience in risk management and/or sales is a plus.
• Willing to mentor less experienced team members.
• Desire to work in a positive team environment.

Responsibilities

• Serve as primary contact for new and existing clients in and outside the office.
• Design and develop risk service plans with the Producer.
• Attend face-to-face meetings with clients including Loss Control and renewal meetings.
• Document all client and carrier interactions in agency system and update policy information.
• Collaborate with carriers through marketing and negotiating renewals.

Skills

Oral communication

Written communication

Multi-tasking

Time management

Organization

Mentoring

Team collaboration

Education

High School Diploma or equivalent

Property & Casualty License

Job description

The Commercial Account Advisor position requires experience working with Medium and Large Commercial Accounts. Primary responsibilities include managing the needs of prospective and existing clients both in and outside of the office. Through collaborating with the Producer, the Commercial Account Advisor will design and develop risk service plans and be an integral part of face to face meetings with prospective and existing clients, including Loss Control, Renewal meetings, policy delivery and more.

Responsibilities

As the point of contact for new and existing customer inquiries, the right candidate will skillfully address the client in a professional manner while building and maintaining those relationships, along with Carrier contacts through marketing and negotiating renewals. The Commercial Account Advisor will keep the agency management system current by documenting all contact with the client and carrier, as well as updating policy information per Agency Procedures.

Requirements

High School Diploma or equivalent.

Property & Casualty License.

Qualified candidates will have worked at least 3 years in Commercial Lines, preferably in an independent agency setting.

Exceptional oral and written communication skills.

Ability to multi-task with a high level of accuracy.

Self-motivated, with excellent organization and time management skills.

Background in risk management and/or sales a plus.

Desire to be a part of a positive working environment where teamwork is key.

Possess the knowledge and experience to mentor less experienced team members and collaborate within the Commercial Lines department.

*Required to sign a Contingent Signing Bonus Agreement upon hire.

Highly competitive wages

Paid Holidays

Paid Time Off given as a block of hours rather than days

Half day Fridays Memorial Day through Labor Day

Flex hours program

Benefits Include: Medical, Dental, Vision, Life/AD&D, Disability

Simple Retirement Plan with Company match

Earn additional Paid Time Off for Volunteering for your favorite Non-Profit

Company sponsored Continuing Education, designation courses, and training

Agent discount on personal insurance

Community events and Agency sponsored volunteer opportunities