Insurance Sales

Client Executive: Commercial Lines (Middleton & Waukesha)

Job Purpose:

The Client Executive is responsible for revenue generating activities not limited to the following:

 Responsibilities include but are not limited to the following:

  • Property & Casualty renewal and new business.
  • Provide in‐house customer service as assigned and requested.
  • Receive phone calls from client and companies regarding insurance, claims, or administrative problems, and comply with the request and /or refer to the client service representative.
  • Maintain expiration control log.
  • Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
  • Check and renewal policies for accuracy in rating, typing, coverage, signatures, and input these transcripts to generate billing invoices. Ensure that these items are delivered and /or mailed to the client.
  • Be familiar with and follow agency E&O guidelines.
  • Maintain electronic and /or paper files in an orderly, up‐to‐date manner.
  • Perform special projects at management’s request.
  • Solicit sale of new or additional services or products.

 Skills/Qualifications:

  • Excellent verbal and written communication skills.
  • PC, Microsoft Outlook, Word, Excel experience required (Office 2010 preferred).
  • Familiar with standard concepts, practices, and procedures within insurance.
  • Wisconsin property & casualty Insurance license (preferred – will be required within 90 days of hire).
  • Experience with Applied Systems EPIC management system (preferred but not necessary).
  • Works under general supervision.
  • A certain degree of creativity and latitude is required.
  • A positive, “can do” attitude with an undaunted curiosity to learn more and consistently improve.

Online Application

Please upload your cover letter & resume. If there are issues with the upload, please e-mail to info@avidrisk.com.
  • Accepted file types: doc, docx, pdf.
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