Account Executive - Agency

About the role

Own the process of policy and endorsement quoting and issuance for assigned commercial lines accounts by actively listening to customers and distribution partners, ensuring a clear understanding of their needs.

• Meet annual and new business targets and hit ratios.
• Respond to customer and distribution partner inquiries and requests received via phone, email, and fax within required timelines, building and managing long-term relationships.
• Actively listen and work with customers and distribution partners to research and resolve a wide variety of issues, escalating when necessary.
• Acknowledge and address customer requests for additional products or services.
• Demonstrate accuracy in processing and communicating information to customers and distribution partners, and documenting available information.
• Utilize an Agency Management System and other internal tools to manage the book of business and document available information.
• Identify at-risk accounts, using appropriate tools and resources to retain the account and/or reduce losses.
• Work with customers to notify them of late payment issues and upcoming premium audits.
• Assist with any ongoing or future book rolls.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree or relevant experience and/or basic knowledge of the insurance industry.
• Current Indiana Property & Casualty License or must meet Indiana state licensing requirements within 90 days of hire date.
• Ability to maintain a consistent and dependable work schedule.
• Self-starter attitude with excellent attention to detail, organization, management, and sales/negotiation skills.
• Proficient with Microsoft Suite applications (Outlook, PowerPoint, Word, Excel); familiarity with CRM tools is a plus.
• Experience in a team environment, including the ability to connect with peers, customers, and distribution partners; active listening skills; and the ability to clearly and effectively share information verbally.
• Ability to draft and revise communication professionally via multiple channels to deliver information clearly and concisely to diverse audiences, ensuring timeliness and attention to detail.
• Proven ability to manage escalating situations while maintaining composure, triage, and escalate as needed.
• Ability to manage conflicting priorities and handle multiple tasks/projects concurrently in a fast-paced environment.

About the company

MedPro Group is an industry-leading Berkshire Hathaway insurance company with a passion for our clients and our team. We are hundreds of professionals with varied backgrounds and experience levels united by one goal: protecting those who have made it their mission to serve and care for others.

Our mission is built on a century-old legacy of protecting those who protect others. From our roots in Fort Wayne, Indiana, we’ve grown to become the nation’s premier healthcare liability coverage provider, currently insuring more than 300,000 customers across all 50 states. Our team works nationwide to provide the best strategies to mitigate risk and preserve the reputations of those who entrust their good name to us.

MedPro Group values uncompromised integrity, obsessive client focus, great teamwork, and a long-term mindset, making it a preferred employer for many.