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INSURICA · 4 hours ago

Commercial Lines Account Executive

Tulsa, OK

Full-time

Onsite

Senior Level

5+ years exp

INSURICA is a company focused on providing insurance solutions, and they are seeking a Commercial Lines Account Executive to assist in the production of new and renewal accounts. The role involves marketing, servicing, and developing assigned accounts while maintaining high service standards and supporting producer activities.

Insurance

Senior Management

Responsibilities

Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments

Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problems

Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer

Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed

Negotiate with the insurance companies for the most proper coverage options and competitive prices

Assist the Producer in preparing/making presentations of insurance programs to key accounts and prospects

Attend sales meetings and keep abreast of all new sales programs

Maintain client files on the computer system and use a computer system to perform all transactions

Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions

Refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business

Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Qualification

Agency operations experienceCPCU certificationCIC certificationRisk analysisPC skillsPresentation skillsTeam environment promotionInterpersonal skillsCommunication skillsSelf-motivated

Required

Excellent presentation skills, with the ability to influence others

Ability to interpret abstract information

Strong PC skills, with the ability to effectively utilize the Agency's management systems

Ability to work within a fast-paced, changing priority environment

Self-motivated, with the initiative to prioritize and be self-directed

Regular and punctual attendance is required

Ability to communicate effectively, both verbally, and in writing

Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels

Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency

Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance

Preferred

5-7 Years of agency operations experience

Bachelor's Degree

CPCU, and CIC designations

Company

INSURICA

INSURICA, established in 1959, is a family-owned business comprised of independent retail insurance agencies, program administrators, and risk pool managers that specialize in core industries and business disciplines and share their expertise with the entire group.

Founded in 1959

Oklahoma, Louisiana, USA

501-1000 employees