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Associate Account Executive I -- Woodbury, NY

Woodbury, NY 11787-2002 | Direct Hire

Post Date: 02/07/2018 Job ID: 12213 Industry: Brokerage - Asst Account Executive
Associate Account Executive, Construction — Woodbury, NY
Our client is a leading insurance broker with an 83 year history and is ranked among the top 100 privately owned insurance brokerages nationwide. They  passionately and effectively execute on the mission of protecting people. With currently over 200 employees nationwide, they  are very proud of our professional, values driven culture. Their  culture is defined by their company  Values, which incorporate the values of Integrity, Collaboration, Care & Respect, Excellence and Innovation in all we do.
Job Summary:
On a daily basis, exercise discretion and independent judgment when setting priorities, planning and establishing work flow to ensure tasks are completed accurately and timely.
  • Support Account Executive in maintaining a high level of renewal retention on an existing Contractor Book of Business. (General Contractors, Sub-contractors, RE Developers, and Civil Contractors)
  • Review existing policies and endorsements, request changes to carrier as needed
  • Prepare applications for marketing of new and renewal business
  • Maintain and develop strong market relationships
  • Maintain client files and activities through our Agency Management System. Includes invoicing, certificates, ID cards, etc.
  • Meet service and sales delivery standards and perform essential functions to meet the quality and service standards developed by SterlingRisk
  • May be assigned special projects from time to time
Essential Functions:
  • Update and maintain integrity of the EPIC Agency management system
  • Work independently or with third-party vendor to prepare certificates for issuance in accordance with SterlingRisk standards
  • Obtain and maintain certificate holder lists from clients
  • Accurately bill renewal and new policies, endorsements and audits
  • Obtain loss runs for renewals and provide loss summaries
Duties and Responsibilities:
  • Participation in client and carrier meetings
  • Track renewal time frames to ensure that all renewal documentation is provided to the client in a timely manner
  • Process renewals following agency procedures. Secure all placement subjectivities (apps, TRIA forms, Excess lines filing, etc.) and ensures distribution to appropriate recipient
  • May order and issue binders, certificates, endorsements, ID cards and related items; verify accuracy; forward to client with appropriate correspondence
  • Prepare summaries of insurance
  • Oversee open items with clients and determine course of action to ensure deadlines and deliverables are met
  • Review incoming mail, e-mail and phone requests and, respond appropriately
  • Prepare or handle premium allocations for clients
  • On a daily basis correspond with clients and other insurance companies
  • Perform other duties as assigned by management or supervisor
Education and/or Experience:
  • College degree in Insurance preferred or a minimum of 3-5 years experience in the insurance industry
  • Property & Casualty License
Knowledge, Skills and Abilities:
  • Ability to understand and interpret accurately written and oral communication
  • Knowledge of insurance products and usages
  • Knowledge of insurance markets and reference to markets
  • Computer skills and familiarity with Outlook, Excel, Word, EPIC or Applied
  • Ability to work independently and in a team environment
  • Presentation skills as appropriate for position
Working Conditions:
  • Work is normally performed in a typical interior/office work environment
  • High Stress, fast-paced environment with a high volume of work to be completed daily
  • Limited physical effort required
  • Limited exposure to physical risk
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
  • While performing the duties of this job, the employee is regularly required to talk or hear
  • The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms
  • Must be able to speak and listen clearly on the telephone and with others

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