Commercial Lines Account Executive

First National Insurance Agency, L L C; United States; Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

First National Insurance Agency, a part of INSA, seeks a Commercial Lines Account Executive to manage a large book of business and ensure high levels of client satisfaction.

The role emphasizes risk assessment, coverage reviews, and renewal strategy coordination with Sales, while delivering timely service and accurate proposals to clients and carriers.

Qualifikationen

• High school or equivalent required.
• Property and Casualty license in PA required.
• Experience with commercial lines underwriting and risk analysis.

Aufgaben

• Independently manage client relationships and ensure superior service.
• Coordinate with Sales to gather information and strategize on risk management.
• Review coverage, identify gaps, and advise clients on solutions.
• Prepare quality submissions and proposals for clients and carriers.
• Visit clients in person as needed and maintain data integrity in the agency system.

Kenntnisse

Project management

Communication

Organizational skills

Customer service

Computer skills

MS Word

MS Excel

MS PowerPoint

Commercial lines underwriting

Ausbildung

High School or GED

Property and Casualty Insurance License (PA)

Insurance designation preferred

Tools

MS Word

MS Excel

MS PowerPoint

Agency management system

Jobbeschreibung

Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219.

Join our team. Make a difference - for us and for your future.

Position Title: Commercial Lines Account Executive

Business Unit: INSA

Reports to: Supervisor of Commercial Lines Client Services or Manager of Client Services

Position Overview

The Account Executive's main role is to ensure customer satisfaction and client retention by delivering timely, consistent and exceptional service for a large/complex book of business. The incumbent performs every function within the department, shares responsibility of the department in the event of an absence and helps other departments when needed.

Primary Responsibilities

• Independently manage client relationships and ensure superior service.
• Coordinate with Sales Executive to obtain necessary information and collaborate on strategies for managing risk.
• Resolve complex servicing issues, perform coverage reviews, determine coverage gaps, and advise clients on risk management solutions.
• Perform routine day-to-day servicing.
• Partner with Sales Executive to discuss renewal strategy and prepare professional and accurate summary of insurance and/or stewardship report.
• Prepare quality submissions to carriers, review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to our clients.
• In person visit with clients as needed.
• Perform contract review with respect to insurance requirements and issue non-standard certificates.
• Maintain suspense system to follow up on outstanding items.
• Collaborate in a professional manner with all clients, carriers and teammates.
• Responsible for data integrity of information within agency management system.
• Maintain and prioritize workload, including work assigned to Account Technician by AE.
• Maintain familiarity with and follow agency workflows and procedures.
• Coordinate loss control functions along with the Sales Executive.
• Coordinate claim reviews as required with carrier or agency claim staff.
• Assist account with setup of worker's compensation panels, safety committees and reviews outstanding loss control.
• Lead/Perform special projects with the advice and guidance from Supervisor/Management.
• Coach and mentor others.
• Performs other related duties and projects as assigned.

Risk Management Responsibilities

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.

Compliance

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position

7

Skills Required to Perform the Primary Responsibilities of this Position

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Ability to use a personal computer and job-related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Experience in commercial lines coverage and underwriting, technical knowledge and understanding of all forms of coverage and risk alternatives.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position

• Property and Casualty Insurance License in state of PA required.
• Insurance designation preferred.

Physical Requirements or Work Conditions Beyond Traditional Office Work

N/A

Equal Employment Opportunity (EEO)

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

About the Company

A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.