Insurance - Commercial Large Lines Account Representative

The Juris Agency; Melville (NY); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Retirement Plan

Commission

PTO

Work from Home

Flexible Schedule

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Job summary

Highstreet Insurance & Financial Services in Melville, NY is seeking a Large Lines Account Executive for its Commercial Lines department. You will be responsible for servicing client needs, performing renewal reviews, and ensuring accurate data entry at binding.

The position is full-time with a hybrid remote arrangement and a base salary plus commissions. Candidates should have experience with Applied Epic or equivalent, strong Microsoft Office skills, and a current insurance license.

Qualifications

• Experience with Applied Epic is helpful.
• Proficiency in Microsoft Office Suite is required.
• Keep current on insurance industry developments and products.
• Must be licensed to practice insurance.

Responsibilities

• Respond to daily service needs of clients.
• Perform renewal reviews and advise on coverage.
• Input data accurately in the system at binding.
• Manage certificates and renewal terms in the system.
• Cross-sell services to clients and support Producers.

Skills

Applied Epic experience

Microsoft Office Suite

Insurance knowledge

Licensed

Tools

Microsoft Office Suite

Job description

Highstreet Insurance & Financial Services

Insurance - Commercial Large Lines Account Representative

Job Overview

Highstreet is awell-established, sales-driven insurance agency seeking a Large LinesAccount Executive for its Commercial Lines department.Come join an agency that is not only committed to helping its clients but in helping its employees find job satisfaction and balance. If you are hard-working, dedicated and client-focused, we want you as part of our team. Highstreet is a place you'll be happy to call home.

Salary Range: $95,000.00 - $105,000.00 per year

Annual Base Salary Based on Experience

Mon-Fri Schedule

Retirement Plan

Commission

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Remote Type: Hybrid Remote

Job Type: Full-Time

Job Category: Insurance Consulting

Location: 534 Broadhollow Rd.Ste. 103,MELVILLE,NY,11747,US

Requirements

Candidatesshould possess the following attributes:

• Experience in Applied Epic helpful.
• Proficiency in Microsoft Office Suite
• Remain current on insurance knowledge and various industry developments.
• Must be licensed.

Responsibilities

Key responsibilities of the Commercial Lines Account Executive are as follows:

• Respond to daily service needs of clients.
• Performs renewal reviews thoroughly and timely and makes coverage recommendations.
• Assures that all pertinent data is properly input in the computer upon binding.
• Sets up "Master" Certificates in Management System and/or CSR24 for the renewal term.
• Reviews audits for changes in classifications or big increase or decrease in exposures and advises Producers if more than 10% discrepancy from policy.
• Works on disputed audits with accounting, insurance company, client and/or client's accountant.
• Rounds out existing accounts and cross sells to client other services provided by the agency.
• Processes billing promptly.
• Follows up timely on pending items.
• Makes sure management system is documented.
• In coordination with producer, meets with clients as needed.
• Backs up other Account Executives, Assistant/Account Managers as needed.
• Prioritizes own work daily.

About Us

Highstreet Insurance & Financial Services is a team of dedicated individuals that work hard to provide each customer the best service while educating them on insurance products that would benefit them the most. We are always looking for talented individuals who want to succeed in the insurance industry. If you are willing to learn and looking for a rewarding career opportunity,

Why Join Us

At Highstreet Insurance & Financial Services, we redefine the insurance landscape with energy and expertise. Our mission is to empower clients through tailored financial solutions while fostering a dynamic and inclusive workplace. As a leader in the industry, we prioritize innovation, professional growth, and teamwork. Join us to be part of a passionate team that thrives on collaboration and client success. Your future starts here—choose Highstreet for a fulfilling career where your contributions truly matter!

Phone* This phone number may be used by the hiring team to keep you informed about the application process.