Commercial Lines Account Executive

Insurica; Tulsa (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

Insurica in Tulsa, OK is seeking an Account Executive to support production of new and renewal accounts, while maintaining high service standards. The role focuses on market analysis, client servicing, and collaboration with Producers to achieve sales goals.

The position emphasizes risk assessment, account development, and ongoing client communication in a fast-paced commercial lines environment.

Qualifications

• Excellent presentation and communication abilities for influencing clients.
• Ability to interpret abstract information and work under fast-paced priorities.
• Strong PC skills and proficiency with agency management systems.

Responsibilities

• Market, service, develop and retain assigned accounts.
• Perform risk analyses, obtain renewal info, complete applications and deliver policies.
• Negotiate with insurance companies for proper coverage options and competitive prices.
• Assist the Producer in presenting insurance programs to key accounts.

Skills

Presentation skills

Communication

Interpersonal skills

Team collaboration

Self-motivation

Education

Bachelor's degree

CPCU

CIC

Tools

Agency management systems

Job description

Job Details

Job Location: Tulsa Branch - TULSA, OK 74119

Position Type: Full Time

Education Level: 2 Year Degree

Job Shift: Day

Job Category: Commercial Lines Support

SUMMARY

The Account Executive is responsible for assisting in the production of new, and renewal, accounts, in keeping with agency and individual producer goals. The Account Executive provides field service in support of producer activities, as well as maintains high service standards.

ESSENTIAL FUNCTIONS

• Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
• Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problems
• Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer
• Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed
• Negotiate with the insurance companies for the most proper coverage options and competitive prices
• Assist the Producer in preparing/making presentations of insurance programs to key accounts and prospects
• Attend sales meetings and keep abreast of all new sales programs
• Maintain client files on the computer system and use a computer system to perform all transactions
• Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
• Refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

ADDITIONAL RESPONSIBILITIES

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

QUALIFICATIONSKNOWLEDGE, SKILLS, AND ABILITIES

• Excellent presentation skills, with the ability to influence others
• Ability to interpret abstract information
• Strong PC skills, with the ability to effectively utilize the Agency's management systems
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS

• 5-7 Years of agency operations experience preferred
• Bachelor's Degree preferred
• Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
• CPCU, and CIC designations preferred

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment

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