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Personal Lines VIP Account Executive

Company: bizjobz LLC
Location: Great Neck
Posted on: November 11, 2019

Job Description:

The Company:Service. Others claim it, but our Client owns it. It's what sets them apart from other insurance brokerages. Just ask their clients. They'll tell you the Firm sweats the details and that they bring their work ethic and values to the table every single day. Their mission is clear: to provide the finest risk management products and value-added services that meet the everchanging needs of individuals, families and businesses.Since their founding in 1965, their clients have relied on them to understand their unique challenges and to give them answers in a language they can understand. After all, straight talk isn't just a slogan, it's how they do business, how they have built their reputation and the reason why they have cultivated the strongest relationships in the business.Headquartered in Lake Success, New York, our Client has more than 200 employees company-wide, They are committed to their clients by providing exceptional service and cost-effective insurance products while they continuously improve and innovate, now, and in the future.The Position: Personal Lines VIP Account ExecutiveJob Purpose: Service personal lines accounts in accordance with department and company objectives and procedures. Reports to the Department Manager.Job Functions/Responsibilities:Provide exceptional customer service to all internal and external customers.Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.Make and receive calls from customers to facilitate personal insurance quotes.Handle policy maintenance (new, renewal, changes, binders, etc.) done in Sagitta in a timely manner.Assure that coverage is maintained at all times and/or management notified if there are problems, such as potential coverage or pricing issues.Be familiar with rating and provide quotes to prospects and existing clients.Follow-up with customers to obtain additional information to provide accurate quotes.Obtain the best price and protection for our clients.Ensure all quotes are documented and saved in the Sagitta system.Process all new business, renewal business, etc. in personal lines department in a timely manner.Provide exceptional customer service to all internal and external customers.Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.Make and receive calls from customers to facilitate personal insurance quotes.Handle policy maintenance (new, renewal, changes, binders, etc.) done in Sagitta in a timely manner.Bind coverage within binding authority.Be familiar with rating and provide quotes to prospects and existing clients.Follow-up with customers to obtain additional information to provide accurate quotes.Obtain the best price and protection for our clients.Ensure all quotes are documented and saved in the Sagitta system.Process all new business, renewal business, etc. in personal lines department in a timely manner.Ensure use of the Sagitta system for processing endorsement requests, electronic mail and suspense information.Ensure strong knowledge of issuing Certificates.Have an active Property & Casualty Insurance Agent/Broker's License.Process endorsement requests, electronic mail and suspense information.Perform other job-related duties as assignedKnowledge, Skills and Abilities:Knowledge of financial and insurance products and services.Knowledge of the Sagitta operating system.Skill in the operation of personal computers, software and printers.Skill in the operation of modern office equipment.Proficient in Word, Excel and Microsoft Office.Excellent services skills.Ability to communicate effectively both verbally and in writing.Ability to effectively work on the telephone to obtain insurance information.Ability to complete detailed paperwork.Ability to collect the documents necessary to complete the insurance transaction.Ability to coordinate a variety of activities simultaneously and prioritize work.Ability and desire to work in a team environment.Ability to analyze situations and recommend workable solutions for customers.Ability to establish and maintain effective working relationships with a diverse group of people.Ability to manage time efficiently and effectively.Ability to follow through on tasks.Licenses and Certifications:Must have an active NYS Property & Casualty Insurance Agent/Broker's License.Education/Experience:A combination of education and experience equivalent to a high school diploma and five years insurance industry experience.MUST BE A US CITIZEN OR POSSESS A GREEN CARD

Keywords: bizjobz LLC, New York , Personal Lines VIP Account Executive, Other , Great Neck, New York

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