Account Executive – Property & Casualty

Full Time
Illinois Office, Los Angeles Office
Posted 10 months ago

We currently have a position open for Account Executive in our Torrance, CA and Schaumburg, IL offices. The ideal candidate is a motivated insurance professional with 5 years or more years of experience who will act as a client advisory partner, manage renewals, and daily service functions for their assigned book of business.


  • Meet with prospective customers in person and follows-up via e-mail or telephone.
  • Answers customers’ questions regarding products, prices, availability, uses, delivery and other related inquiries.
  • Prepares, distributes, and coordinates corresponding sales contracts and associated required forms to complete sales orders .
  • Knowledge of full portfolio of MSTIS’s products and services; actively cross-sells full breadth and depth of products.
  • Processes renewals in coordination with Account Managers, Account Representatives, and Customer Service Representatives according to Company’s procedures.
  • Calls on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Confers with clients to obtain and provide information when claims are made on a policy. Contact underwriter and submit forms to obtain binder coverage.
  • Customizes insurance programs to suit individual customers, often covering a variety of risks.
  • Works independently and uses own judgment on client issues; however, collaborates with colleagues in a team like environment, and exchanges information useful to ensuring sales success, such as selling strategies and techniques, market trends, and other pertinent information
  • Conducts sales and new business presentations utilizing Company sales materials.
  • Supervises and ensures that there is quality service delivery.
  • Ability and willingness to guide and mentor other employees.
  • Ensures that clients are complying with insurance procedures at the brokerage or agency.
  • Ensure that accounts are in term with legal and market updates.
  • Provides exceptional customer service to customer accounts.
  • Dresses professional, in accordance with Company’s standards and dress code guidelines.
  • Interfaces with customers a minimum of 50% of the time inside of the sales office.
  • Other tasks as assigned by Vice President and/or Executive Management.


  • To perform the job successfully, an individual should demonstrate the following competencies:
  • Analytical – Uses intuition and experience to complement data.
  • Problem Solving – Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.
  • Interpersonal – Maintains confidentiality, Listens to others without interrupting. Is cultural and/or diversity aware.
  • Oral Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
  • Written Communication – Writes clearly and informatively. Able to read and interpret written information.
  • Presents numerical data effectively.
  • Organizational Support – Follows policies and procedures; Completes technical tasks correctly and on time; supports organizations and department’s goals and values.
  • Adaptability – Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Attendance/Punctuality – Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Judgment – Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions. Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives. Professionalism – Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality – Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quantity – Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Supervision: Ability and disposition to motivate others, relates well with employees, creates a sense of unity amount staff and maintains high levels of employee satisfaction.
  • Safety and Security – Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly.

To apply for this position, please email

MST Insurance Solutions, Inc. (MSTIS) is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Features

Job Category

Property & Casualty

To apply for this position, please email

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