Professional Liability Account Executive
Location:
NJ - Matawan, PA - Newtown Square
Apply nowThe Lawyers’ Professional Liability Account Executive is responsible for servicing solo and two attorney firm accounts including responding to inquiries from customers and/or brokers to ensure service requirements are met or exceeded. Documents company records; retains and develops business relationships and provides management reports relative to book profile and performance while adhering to Service Level Standards.
In this role you will:
· Retain and develop existing customer accounts from assigned book of business. Provide management status reports on book.
· Identify customer needs and exposures. Counsel customers and/or brokers on appropriate coverage and provide cautionary advice. Present proposals to customers.
· Solidify relationships with underwriters and customers.
· Respond to or appropriately redirect phone calls and correspondence from internal and external customers with urgency.
· Expedite service responses to external customers.
· Conduct in person visits with customers as needed.
· Cross sell, round accounts and refer new business opportunities.
· Communicate with underwriters to obtain information or inform them about account status or changes.
· Negotiate terms of policies with underwriters with the guidance of manager or supervisor.
· Attend meetings, seminars, conferences, etc. to keep abreast of market and product changes and communicate such changes to all stakeholders.
· Escalate problems to managers as appropriate.
· Review and verify data, such as name, address, attorney roster for insurance applications and policies to ensure company database integrity.
· Complete and submit policy change requests in a timely and accurate manner.
· Review and manage outstanding accounts receivables.
Knowledge, Skills and Abilities:
- High School Diploma or G.E.D. is required;
- Customer Service experience in a call center environment is required;
- Insurance industry experience servicing accounts is required.
- Commercial insurance experience is preferred, and Professional Liability experience is a PLUS.
- Property & Casualty License is required, or the ability to successfully obtain P&C license within 45 days of employment.
- have knowledge of the Microsoft Office Suite of products, including Word; Excel and Outlook
- Sales and customer service orientation is required.
- Must be able to develop and maintain strong business relationships as well as the ability to deal effectively with difficult or sensitive situations.
- Must have excellent organizational skills and attention to detail.
- Must be able to work independently and as part of a team.
- Must be a self-starter; be able to work independently and be goal oriented.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
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