The Liberty Company Insurance Brokers, LLC
Commercial Lines Account Executive
The Liberty Company Insurance Brokers, LLC, San Francisco, California, United States, 94199
DescriptionThe Liberty Company is not your typical insurance brokerage. We offer a forward-thinking, fresh, and award-winning company culture that has fueled exponential growth throughout our organization. If you’re ready to find your JOB- Joy of Being that is- we are eager to speak with you!We are entrepreneurial, positive, team oriented, collaborative, creative, and wellness focused. Employees here can expect a competitive compensation, generous benefit package, PTO/holiday pay, paid training, continued education support, company sponsored stress management programs/activities, opportunities to give back to your local community, and more!We are looking for our next entrepreneurial minded
Account Executive
to join our growing
Commercial Lines team ! At Liberty, we put our company culture first, so finding the right personality fit for our team is our first priority. If the below job sounds like a match, we would love to get to know you!Position Summary :Employee uses their qualifications, experience, expertise, judgment and discretion to obtain, maintain, service, market and grow the insurance business of The Liberty Company. Assists clients with obtaining/renewing insurance coverage for clients on terms and at prices that are competitive and appropriate. Assists in managing all aspects of relationships with clients, including administration, marketing, customer service, and receivables. Assists in managing all aspects of appointments with carriers, including assisting with audits, memos and updates.Primary Responsibilities:Primarily responsible for middle market commercial lines accounts.Prepare submissions for Company accounts, including for new/renewal business, market Company accounts as appropriate, and prepare and present proposals to Company accounts, including on-site meetings as appropriate.Prepare change requests for Company and Company accounts.Review audits, policies and endorsements for accuracy.Initiate new account files in AMS360.Invoice Company accounts (agency bill transactions).Assist Company and carriers with collections.Assist Company with carrier audits, including audit disputes.Prepare and implement marketing strategies, particularly with respect to upcoming expirations (within 120 days).Manage account cancellations as appropriate, including communicating with carriers and clients to address cancellations, ensure continuation of coverage, and mediate any issues or disputes related to cancellation.Manage carrier memos and process updates.Manage Company account requests, including requests for ID cards, evidence of property, certificates of insurance, binders, and policies and related documents.Evaluate Company accounts exposure and risk in determining appropriate markets for obtaining quotes.Use experience, expertise, judgment and discretion in selection of carriers for Company accounts.Obtains quotes for coverage, negotiates with carriers regarding coverage terms and interprets coverage for clients.Evaluate and recommend additional coverage to Company clients based on client needs.Delegate assignments to administrative assistants, as appropriate.Manage Company accounts by, among other duties, keeping other team members fully informed of all important activities on Company accounts.Manage Company receivables, renewals/expirations, as appropriate.As appropriate, act as Company liaison with carriers and clients regarding complaints, claims, and grievances related to assigned accounts. Using experience, expertise, judgment and discretion, attempt to resolve complaints, claims, and grievances related to assigned accounts.Performance Expectations:Service Company and clients in a manner to avoid potential exposure to E&O claims.Alert team members and Company executives of incidents that may require intervention.Be responsive to phone calls and e-mails.Be responsive to Company client requests (e.g. ID cards, certs, binders).Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.Prioritize workload and request assistance as necessary to reduce backlog.Participate with executives, senior management and other team members (departments/personnel) on special projects and on the formulation and implementation of Company policies and procedures, as needed.Keep current on rates, forms and coverage changes through bulletins, trade publications, seminars and other forms of continuing education.Participate in seminars and classes to continue development of qualifications, expertise and experience.QualificationsMinimum Qualifications/Requirements:Education requirement: High school diploma or equivalent is required, college degree preferred.Active DOI P&C License required.Real Estate Development experience required.Professional designation is a plus.Knowledge of TAM system or similar agency management system.Good listening skills, attention to detail, and a positive attitude are essential.Knowledge of commercial insurance and products.Promoting Peace of Mind for AllAt Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
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Account Executive
to join our growing
Commercial Lines team ! At Liberty, we put our company culture first, so finding the right personality fit for our team is our first priority. If the below job sounds like a match, we would love to get to know you!Position Summary :Employee uses their qualifications, experience, expertise, judgment and discretion to obtain, maintain, service, market and grow the insurance business of The Liberty Company. Assists clients with obtaining/renewing insurance coverage for clients on terms and at prices that are competitive and appropriate. Assists in managing all aspects of relationships with clients, including administration, marketing, customer service, and receivables. Assists in managing all aspects of appointments with carriers, including assisting with audits, memos and updates.Primary Responsibilities:Primarily responsible for middle market commercial lines accounts.Prepare submissions for Company accounts, including for new/renewal business, market Company accounts as appropriate, and prepare and present proposals to Company accounts, including on-site meetings as appropriate.Prepare change requests for Company and Company accounts.Review audits, policies and endorsements for accuracy.Initiate new account files in AMS360.Invoice Company accounts (agency bill transactions).Assist Company and carriers with collections.Assist Company with carrier audits, including audit disputes.Prepare and implement marketing strategies, particularly with respect to upcoming expirations (within 120 days).Manage account cancellations as appropriate, including communicating with carriers and clients to address cancellations, ensure continuation of coverage, and mediate any issues or disputes related to cancellation.Manage carrier memos and process updates.Manage Company account requests, including requests for ID cards, evidence of property, certificates of insurance, binders, and policies and related documents.Evaluate Company accounts exposure and risk in determining appropriate markets for obtaining quotes.Use experience, expertise, judgment and discretion in selection of carriers for Company accounts.Obtains quotes for coverage, negotiates with carriers regarding coverage terms and interprets coverage for clients.Evaluate and recommend additional coverage to Company clients based on client needs.Delegate assignments to administrative assistants, as appropriate.Manage Company accounts by, among other duties, keeping other team members fully informed of all important activities on Company accounts.Manage Company receivables, renewals/expirations, as appropriate.As appropriate, act as Company liaison with carriers and clients regarding complaints, claims, and grievances related to assigned accounts. Using experience, expertise, judgment and discretion, attempt to resolve complaints, claims, and grievances related to assigned accounts.Performance Expectations:Service Company and clients in a manner to avoid potential exposure to E&O claims.Alert team members and Company executives of incidents that may require intervention.Be responsive to phone calls and e-mails.Be responsive to Company client requests (e.g. ID cards, certs, binders).Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.Prioritize workload and request assistance as necessary to reduce backlog.Participate with executives, senior management and other team members (departments/personnel) on special projects and on the formulation and implementation of Company policies and procedures, as needed.Keep current on rates, forms and coverage changes through bulletins, trade publications, seminars and other forms of continuing education.Participate in seminars and classes to continue development of qualifications, expertise and experience.QualificationsMinimum Qualifications/Requirements:Education requirement: High school diploma or equivalent is required, college degree preferred.Active DOI P&C License required.Real Estate Development experience required.Professional designation is a plus.Knowledge of TAM system or similar agency management system.Good listening skills, attention to detail, and a positive attitude are essential.Knowledge of commercial insurance and products.Promoting Peace of Mind for AllAt Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
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