Commercial Lines Account Executive - Duncan Financial Group

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees.

We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations.

Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Job Summary

The Commercial Lines Account Executive is responsible for providing exceptional client support, issue resolution, team support and administrative duties.  The primary responsibility is understanding client requirements along with increasing cross-sell opportunities and account rounding. This role requires a strong understanding of insurance products and services, excellent communication skills and the ability to foster long-term client relationships.  This is accomplished by taking personal responsibility for each client contact and ensuring that all client requirements are addressed appropriately.  This position coordinates these services in a manner which meets client service requirements while maximizing both cost savings for our clients and overall company revenue.  The position will require a commitment to in-office workdays as well as provide flexibility of remote work.

Duties & Responsibilities

New Client Implementation:

• Obtaining accurate information, per the producer, from prospect/client for new business accounts, collect and review client information to assess risk exposure and insurance requirements.
• Collaborate with internal teams and carriers to prepare accurate quotes, proposals and policy documents.
• Coordinate the onboarding process for new clients, ensuring a smooth transition.  Facilitate the completion of necessary paperwork and compliance requirements.  
• EPIC entries for new lines of business and creating activities/attachments of all components of the implementation process.

Sales Support:

• Collaborate with the other lines of business sales teams to identify and pursue new business opportunities.
• Cross sell and account round accounts through service, education, and effective problem solving.
• Prepares client presentation items including claims reviews, new business, and renewing business proposals by collecting and analyzing client data, carrier/vendor information and agreements.
• Responsible for scheduling and holding prospect/client presentation and review meetings.
• Manages implementation timeline/checklists for new business.
• Prepares and submits all required carrier and insurance forms.

Client Support/Issue Resolution:

• Manages an assigned book of business, builds, expands, and solidifies relationships with existing clients to maintain a high retention level.
• Address client inquiries, requests, concerns, and complaints promptly and professionally.
• Manages the renewal process for all client policies within the assigned book of business which will include obtaining accurate renewal information, from clients and carriers for existing business accounts, gathering data, quoting, and creating a proposal.
• EPIC entries for new lines of business, updating lines of business at renewal, creating activities, and attaching emails as requests / changes / issues arise.
• Communicates with the department director when an issue arises that requires additional support for issue resolution to occur timely along with following up with all parties involved.
• Monitors the status of pending client requests and communicates the status to the client and sales executive (when appropriate).
• Participates in carrier webinars, trainings, and programs for continuing education.
• Assist in resolving billing and claim issues with the client and carrier.

Team Support & Administrative Duties

• Make recommendations to sales and management by collecting customer information and analyzing client needs.
• Attend team meetings, staff meetings and carrier meetings per the direction of the department manager.
• Assist with policy clean-up projects to maintain the most accurate data as well as confirming premiums and commissions.
• Implements client contracts and provides support to the accounting, sales, and marketing efforts of the company.
• Contributes to the team effort by accomplishing all other duties and responsibilities as assigned.
• Maintains positive and professional relationships with all departments to resolve issues and complete projects.
• Maintains knowledge of all current company services, products, schedules, programs, and similar data as required.
• Follows all systems, policies and procedures as outlined in the operating manual.
• Organizes workflow to meet internal and external deadlines.
• Maintains accurate records and accurately updates account information.
• Manage telephone calls and emails professionally, efficiently and with good communication skills.
• Assist team members while out of the office on client requests.

Qualifications

Associates or Bachelors degree desired and proven experience as an Account Manager in Commercial Lines Insurance with a Property & Casualty state license.  Must have excellent knowledge of commercial insurance products, policies, and regulations along with computer skills including Microsoft office (Outlook, Excel and Word) as well as experience with an insurance data management system.  Requires strong communication skills both written and oral.  Must have strong problem solving and analytical skills.  Should be detail-oriented with strong organizational and time management abilities.  Able to handle multiple tasks/projects, set priorities and work independently in a fast-paced environment.

Duncan Financial Group offers a robust benefits package with the following:

• Hybrid work arrangement
• Competitive Compensation
• Three United Healthcare Medical plans to choose from
• United Healthcare Dental plan- free for employees
• United Healthcare Vision plan
• Company paid Life Insurance with additional supplement life options for employees and their families
• Short Term Disability
• Company Paid Long Term Disability
• 401(k)- Company Match (Safe Harbor)
• Supplemental insurance including Critical Illness, Accident, Prepaid Legal
• PTO with prior employer matching
• Paid Holidays
• Financial support of continuing education and additional development and certifications
• Bonus program for suggested certifications
• Social and Philanthropic opportunities

To hear from our team and view other opportunities with Duncan Financial Group, check out our career page at www.duncangrp.com/careers