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.

ESSENTIAL

  • 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.

Competency:

  • 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 PCcareers@mstis.com

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 EBcareers@mstis.com.

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