Commercial Lines Account Executive

Additional Considerations (if any): - At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth. Midwest Heritage Bank Job Title : Commercial Lines Account Executive Department: Insurance FLSA: Exempt General Function The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets.

This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services.

This position may also write new personal lines (home & auto) insurance products. This is a work from home position. Core Competencies Business Development In-House Relationship Management Customer Service I ndustry and Product Expertise Organization Reporting Relations Accountable and Reports to: VP Sales, Commercial Lines Positions that Report to you: None Primary Duties and Responsibilities: Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property & casualty business .

Assist in cross-selling/up-selling insurance products to existing customers . Promote Midwest Heritage financial products and services to existing and current customers . Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers . Collect all required client data and information for development of a professional sales proposal . Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets .

Participates in training on Midwest Insurance Services sales processes, systems, and practices. Continues to further knowledge of commercial products and service offerings. Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue. Actively involved with industry and community organizations. Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling .

Effectively manages workload to achieve excellent client service results . Timely and efficient follow-up with carriers, clients, and prospects . Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments . Demonstrates a positive attitude and builds customer focused relationships with staff . Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed .

Reports to work when scheduled and on time . Learn and proficiently use various carrier websites and quoting/renewal procedures. Develops and maintains positive relationships with insurance carriers and vendors . Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts . Attends scheduled agency and carrier meetings . Maintains current agent license, certifications, and CE requirements for each renewal period .

Knowledge, Skills, Abilities Required: Must have valid driver’s license . Must have a friendly positive attitude and strong communication skills . Must show leadership and excellent customer service . Strong attention to detail and ability to meet deadlines . Must have proficiency of PC with Microsoft Word, Excel, Outlook, and good typing skills . Excellent organizational and follow-up skills . Must maintain a high degree of confidentiality .

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