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Commercial Lines Account Executive - Nassau County

Garden City, NY 11530 | Direct Hire

Post Date: 08/03/2015 Job ID: 10889 Industry: Brokerage - Account Executive




Primary Functions
  • Provide professional insurance counseling and service
  • Responsible for growth of designated book of business
  • Mentors the team
  • Maintain a positive & professional image


Major Responsibilities
  • Market new business, negotiate coverages & premiums, prepare and present professional proposals to clients and maintain underwriting and marketing information by carrier.
  • Develop & implement creative marketing programs to assist in achieving your production goals to grow your book of business & contributing to the department growth and always keeping our Value Proposition Statement as our underlying theme
  • Round out existing accounts with additional lines of business; upgrade existing coverages and advises clients of their gaps in coverage with every client contact.
  • Promotes collaboration between our Commercial Lines, Life & Health & Social Media Departments to cross sell products
  • Review new policies for accuracy & delegate processing to the Associate Account Executives
  • Handle correspondences from clients, prospects and companies regarding insurance, claims or administrative problems, and comply with the request and/or refer to the producer only when necessary. 
  • Review all mail items and assign any processing issues to the Associate Account Executive
  • Take initiative to develop & train the Associate Account Executives. Areas of concentration: new business quoting, marketing to companies, consultative sale strategies, account rounding and cross selling.
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue items.
  • Be familiar with and follow agency E&O guidelines.
  • Maintain electronic files in an organized, up-to-date & accurate manner.
  • Perform special marketing projects at management’ s request.
  • Assist clients in reporting and settling claims
  • Expect to attend client  visits as necessary to provide a high level of customer service
  • Encourage professional development: mentoring the team to develop strategies for account rounding, cross selling and time management.  This mentoring requires skills building, positive communication and collaboration of the team


* These responsibilities should facilitate the Primary Functions and are NOT limited to the list above.


  • Must be an independent thinker with good communication skills both verbal and written.  Must have a communication style that is professional, positive, supportive, constructive and open, especially when giving and receiving constructive evaluation, or making suggestions to the team
  • College education with a minimum of 7 years insurance experience or a minimum of 10 years insurance experience
  • Must have a thorough understanding of Commercial Lines underwriting and coverages to include all types of situations from small to large accounts.
  • Must have experience in training & managing co-workers or leading projects
  • NYS Insurance Broker’ s License is required
  • Must be competent and comfortable working in a paperless office environment: being proficient in Outlook, Excel, Word and TAM/EPIC
  • Must have ability to facilitate and promote teamwork & team spirit

The account executive is expected to attend various insurance and automation related education classes given by industry trade associations at the discretion of the C\L’ s Manager.  The cost of these classes is covered by the employer.  They are typically given at local venues during normal business hours.


Contact Alison Sullivan



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