Account Executive - CL - AssuredPartners

The Commercial Lines Account Executive performs the essential functions of the position, which include aiding Sales Executives and Account Executives and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

Non-Profit Insurance Services (NPIS), an Accretive Company, is the Insurance Authority Specializing in the Non-Profit and Social Service Agencies Across the United States. Based in Orlando, NPIS administers the Florida Insurance Trust [FIT], which with 200+ participating members is the largest insurance pool for social service agencies in the country and the only one in the state of Florida.

• Provides technical support to Underwriting & Business Development; specifically in analyzing client needs, coverage forms and quotations.
• Completes submissions in coordination with Underwriting; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to agent with appropriate correspondence.
• Determines if direct or agency billing is appropriate and invoices accordingly.
• Prepares summaries of insurance, schedules and proposals for word processing as needed.
• Processes renewals in coordination with Underwriting according to procedures.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between agent and carrier.
• Verifies policy and policy change information, facilitating corrections when necessary. Processes incoming mail and phone requests, responding promptly and appropriately.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.
• Determines reasons for requests for cancellations; acts to save accounts; notifies Underwriting.
• Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
• Assists agents/clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
• Identifies exposure to loss and recommends appropriate coverages in coordination with Underwriting.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, agents, co-workers, carriers, vendors and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

• 2-20 Property, Casualty Agents License required.
• High school education with a minimum of 5 years insurance experience.
• Ability to understand and communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Knowledge of insurance products and usages.
• Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Familiarity with computer and word processing programs.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary.   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   
• Pet benefits & discounts.    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company

Working Conditions

• High pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.
• This job description is intended to describe the level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties.
• Hybrid.
• Any other duties as requested by manager.

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!