Insurance Sales

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.

Facebook

Twitter

Linkedin

Google

Email