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Personal Lines-Account Executive
| Company | Foundation Risk Partners |
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| Location | Floral Park, NY, USA |
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| Salary | $60000 – $90000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner
- Must be able to work independently with limited supervision
- Must be able to prioritize and effectively manage multiple tasks at once
- Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
- Strong verbal and written communication and negotiation skills
- Ability to deal with problems involving clients and staff, as well as vendors
- Ability to demonstrate attention to detail with high degree of accuracy
- Ability to multitask and prioritize a variety of activities
- Ability to demonstrate a “client first” attitude
- Ability to work on a team effectively
- Minimum of 5 years related experience in the insurance industry
- Property & Casualty License
Responsibilities
- Provides daily administrative support to designated Producers and Account Executives and existing clients
- Processes Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing as well as support duties as assigned by the Account Executive, Producer and or Manager of Service
- Assists clients with the reporting of claims, maintain contact during the settlement process of the claim and updating applicable production staff as to the status of the claims
- Processes and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc.
- Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards
- Occasional contact with clients to ensure that they are informed about insurance
- Educates and coaches business partners on insurance products, compliance, and operational duties
- Invoice all applicable accounts, and process premiums when required
- Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive
- Work expiration lists prior to renewal for customer contact and improved retention
- Perform agency system client updates and input into system according to department procedures.
Preferred Qualifications
- Knowledge of Applied Epic is highly preferred
- College degree preferred
