Managing Account Executive
2 weeks ago
The VIP Account Executive will work alongside commercial producers to generate referrals and grow the VIP book of business with a focus on retention of both personal and commercial accounts.
Delivering "best in class" additional services to the same assigned group of clients. Additional services would be defined as those "above and beyond" normal transactional services provided to personal lines clients, and may include attendance at insurer inspections, site visits with commercial lines executives, and creating and implementing additional value-added services as appropriate;Ensure that strong, long-term customer relationships are created by providing value added services;
Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets;
Managing Accounts Receivable of existing client base;
Working with VIP team members to provide an exceptional customer service experience;
2 to 4 years of personal lines experience and EPIC brokerage software preferred
~ Level 2 General Insurance license strongly preferred
~ Advanced skills in Outlook, Excel, Word
Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion.
We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
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