Job Board Title:
AAdvantage Insurance Group Seeking Account Executive

Post Date
8/10/2020

Expiration Date
12/31/2020

Details:
JOB SUMMARY
Provide, with positive attitude, a high level of support in obtaining, maintaining, expanding and servicing
Personal Lines and Commercial Lines clients. Support sales goals of the agency to meet long-term and
short-term goals for growth. This may include new business, cross-sell opportunities, retention
strategies, and profit goals. Give audience to existing clients; advise them on the status and
requirements of their insurance accounts. Provide information in an accurate and timely manner to
exceed client expectations.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
• Assist agent in acquiring new insurance accounts for the agency by preparing submissions,
quotes, proposals, and visits to clients with agent when requested.
• Service and manage existing insurance accounts.
• Conducts ongoing risk management reviews of client files to identify inadequate coverages
or limits. Cross-Sell when appropriate.
• Service incoming phone calls and/or transfer to appropriate person.
• Coordinates renewals/lead generation/marketing plans with Producer.
• Coordinate with agent to provide assistance in determining appropriate solutions for client’s
insurance needs.
• Maintain knowledge of new products and initiatives.
• Check and document, as needed, carrier alerts.
• Check all policies and endorsements for accuracy and orders corrections, if needed.
• Utilizes, organizes and maintains client, prospect and carrier records, account folders and
computer files in accordance with established procedures.
• Maintain controls on renewal expirations and binders on an ongoing basis.
• Prepare and process all new business submissions, endorsement requests, cancellations,
and certificates in a timely manner.
• Occasionally handles new business submissions if a Producer is not available.
• Perform quarterly reviews on transportation accounts with 20+ units.
• Follow up to ensure that clients are complying with insurance carrier requests.
• Grow and develop talents and insurance knowledge to the highest level possible.
• Other responsibilities and duties may be assigned.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education, Skills and Experience
• Bachelor’s degree preferred.
• 1-3 years of related work experience in an independent insurance agency.
• Property & Casualty Producer License required.
• Must demonstrate the ability to manage multiple tasks.
• Must demonstrate the ability to work well under pressure.
• Must maintain confidentiality in daily operations.
• Other skills that are required:
o Excellent at spoken and written communication skills.
o Integrity and honesty.
o Self-drive and self-motivation.
o Ability to gather and analyze information.
o Good business mind.
o Competent in insurance proposal presentations.
o Excellent negotiation skills.
o Keen to organization, detailed, accurate, up seller, and creative thinker.

Comments:
This job has no supervisory responsibilities.

Employer:
AAdvantage Insurance Group
Contact:
Andrea R. Wallace

Address:
2220 IL Route 157, Suite 150

Work Phone:
618-692-4445

Email:
andrea@aadins.com

Website:
www.aadins.com