Account Executive

Personal Lines - Account Executive

We are currently seeking a motivated and ambitious Personal Lines Account Manager/Executive for an exciting opportunity at Rampart Brokerage Corp, a member of the Hilb group. Rampart is a retail broker with opportunities located in Lake Success, NY; remote opportunities available as well.

The Personal Lines Account Executive services multiline personal lines accounts in accordance with Rampart’s objectives and procedures. Those account executives assigned to Personal Lines generally service accounts with $25,000 or more in average premium size, home dwellings of at least $1,000,000. The Account Executive is a point of contact for assistants, insured’s, producers and carriers. A proven ability to deliver outstanding customer service to internal and external customers is a core requirement of this position. To perform this job successfully, an individual must be able to perform each essential job function listed below satisfactorily with or without reasonable accommodations.

Job Responsibilities:

• Explain coverages and types of policies, suggest specific coverage enhancements, and resolve general customer inquiries.
• Develop and maintain strong professional relationships with clients, their representatives and insurance company personnel.
• Accurately and efficiently maintain electronic client account records and electronic file documentation.
• Work with producers to enhance client development and service.
• Accept, price and bind insurance within underwriting authority.
• Assist with other accounts as needed.
• Responsible for Quality Assurance on his/her accounts
• Assures that coverage is maintained at all times and/or management notified if there are problems, such as potential coverage or pricing issues.
• Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.
• Make and receive calls from customers to facilitate personal insurance quotes.
• Handle policy maintenance (new, renewal, changes, binders, etc.) done in Sagitta in a timely manner.
• Bind coverage within binding authority.
• Be familiar with rating and provide quotes to prospects and existing clients.
• Ensure all quotes are documented and saved in the Sagitta system.
• Process all new business, renewal business, etc. in personal lines department in a timely manner.
• Ensure use of the Sagitta system for processing endorsement requests, electronic mail and suspense information.
• Ensure strong knowledge of issuing Certificates.
• Have an active Property & Casualty Insurance Agent/Broker’s License.
• Process endorsement requests, electronic mail and suspense information.
• Perform other job-related duties as assigned
• Participate as a Team member in a fast-paced environment open to continuous improvement.

Core Competencies:

• Exceptional aptitude for customer service with a minimum of 5 years of Personal Lines Insurance industry experience required, including experience with personal lines HNW/VIP carriers.
• Ability to thrive in a fast-paced environment.
• Upbeat attitude and strong written, verbal, and organizational skills.
• Good time management and problem-solving skills with strong attention to detail and ability to prioritize.
• Ability to analyze and interpret data.
• Ability to work independently and within a team.
• Ability to mentor or train as requested.
• Excellent customer service skills
• Knowledge of financial and insurance products and services.
• Knowledge of the Sagitta operating system.
• Proficient in Word and Excel
• Ability to communicate effectively both verbally and in writing.
• Ability to effectively work on the telephone to obtain insurance information.
• Ability to complete detailed paperwork.
• Ability to collect the documents necessary to complete the insurance transaction.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability to follow through on tasks.
• Proficiency with Microsoft Office Suite, Sagitta, and ImageRight desired
• Must have an active NYS Property & Casualty Insurance Agent/Broker’s License

Benefits offered:

Competitive benefits package including 17 vacation days, 2 discretionary days, 7 paid holidays, 401k, Medical, Dental, Vision, LTD, STD, Life Insurance available

The Hilb Group is an equal opportunity employer and we actively support and comply with all applicable federal, state and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state and local laws.

Other details

• Pay Type Salary