Commercial Insurance Account Executive-Hybrid/Remote Model

Mulling Insurance Agency, Inc. was founded in 1957 by J. Foister Mulling. The company continues to be owned and operated by the Mulling family, including Jim Mulling (President), Kevin Mulling (VP of Operations), and Mark Spann (VP of Sales). The agency now consists of 40+ team members proudly serving 10,000+ businesses and individuals in Central Florida.

We have organized our services into four divisions: Personal Insurance, Business Insurance, Group Benefits and Financial Services. All agency sales and service personnel are required to be licensed agents and encouraged to pursue department-specific professional designations, as we strive to have the most knowledgeable and professional staff available for our customers.

Mulling Insurance Agency will provide quality personal, commercial and employee benefits insurance products to individuals and businesses located within our trade area to help them achieve their financial security goals. Our staff will be dedicated to pursuing insurance knowledge and skills that will benefit our clients by providing them current, accurate information about insurance products and delivering outstanding service that exceeds their needs and requests.

Mulling Insurance is seeking a licensed Commercial Lines Account Executive with a minimum 3+ years experience . This is a hybrid work environment where employee works 1-2 days in the office and 3-4 days from home after training is complete. You also have the option to work everyday in office if you choose.

Job Summary:

The Commercial Lines Account Executive performs the essential functions of the position, which include aiding Sales Executives and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency. This is a hybrid position with 1-2 days in the office and 3-4 days working from home after training is complete.

Primary Responsibilities:

· Provides technical support to Producer(s); specifically in analyzing client needs, coverage forms and quotations.

· Occasionally accompanies Sales Executive on prospect and client meetings as requested by Sales Executive.

· Completes applications in coordination with Sales Executive; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.

· Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.

· Determines if direct or agency billing is appropriate and invoices accordingly.

· Prepares summaries of insurance, schedules and proposals for word processing as needed.

· Processes renewals in coordination with Producer(s) according to agency procedures.

· Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.

· Verifies policy and policy change information, facilitating corrections when necessary.

· Processes incoming mail and phone requests, responding promptly and appropriately.

· Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.

· Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive(s).

· Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.

· Identifies exposure to loss and recommends appropriate coverage in coordination with Sales Executive(s).

· Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status according to agency procedures.

. Partial work from home schedule after 90 day period and successful performance review.

Personal and Organizational Development

· Sets priorities and manages work flow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

· Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors and other business contacts.

· Keeps informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance

· Interacts effectively with others by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency

Knowledge Skills and Abilities

· Minimum of 4 years of commercial experience

· Ability to manage multiple Producers

· Ability to communicate orally and in writing to explain complex issues, receive and interpret complex information and respond appropriately

· Ability to understand written and oral communication, and interpret abstract information.

· Knowledge of insurance rating and underwriting procedures.

· Familiarity with computer and Microsoft Office processing programs.

· Familiarity with EPIC

· Ability to process written and other materials visually.

· 220 Property, Casualty Agents License

· Knowledge of insurance products and usage

· Ability to carry out complex tasks with many concrete and abstract variables

Job Type: Full-time

Pay: $53,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Experience:

• Commercial Insurance: 3 years (Required)

License/Certification:

• 220 Property & Casualty License (Required)

Work Location: Hybrid remote in Auburndale, FL 33823