Tracy-Driscoll & Company is a well-established Independent Insurance & Financial Sales Organization. We partner with key insurance carriers and a team of diversified insurance professionals in the industry. For a century, we have led as an Independent Agency that focuses on the individuality of our customers- delivering tailored, comprehensive insurance portfolios.

Our personalized and proficient service drives the success of our organization and paves the way for the circle of protection we provide for our clients. Allowing us to service them anytime they need us… at Work, Life, and Play.

Tracy-Driscoll & Company is a well-established Independent Insurance & Financial Sales Organization. We partner with key insurance carriers and a team of diversified insurance professionals in the industry to offer reliable Home, Auto, Business & Life insurance solutions as well as long term care. For a century, we have led as an Independent Agency that focuses on the individuality of our customers- Delivering tailored, comprehensive insurance portfolios.

Our personalized and proficient service drives the success of our organization and paves the way for the circle of protection we provide for our clients. Allowing us to service them anytime they need us… at Work, Life, and Play.

THE TRACY-DRISCOLL DIFFERENCE

You’ll be part of a motivated marketing team leveraging the industry’s best combination of quality products, sales and marketing support, we offer competitive compensation (including health insurance and pension).

COMMERCIAL LINES ACCOUNT EXECUTIVE:

• The Account Executive serves as the point of contact responsible for managing a designated Book of Business. Coordinating Service, Remarketing, Consulting, Claims Communications and Administration of client accounts. Client Retention is a key objective of this role. Supported by a team of administrative assistants, you will be expected to effectively perform & delegate the following primary tasks:

ESSENTIAL DUTIES AND RESPONSIBILITIES OF THE COMMERCIAL LINES ACCOUNT EXECUTIVE:

• Exhibit superior customer service traits at all times: Accommodate client requests, addressing all servicing needs.
• Communicate with carriers/underwriting/producers regarding renewals, audits, carrier recommendations, and quote negotiation on existing accounts
• Thoroughly review all renewals to check for coverage gaps and account rounding opportunities.
• Enter policy data into our APPLIED EPIC client management system & scanning system
• Expedite certificates of insurance as requested
• Run MVR’s and update driver lists when required
• Process endorsements and issue evidence of property certificates
• Process and issue binders
• Coordinate Re-marketing of Accounts: Gather and compile exposure information from the Client, including Loss Run schedules and Risk Classifications
• Develop proficiency in Real Time technology, quoting in multiple carrier web-sites during the remarketing process or when adding additional lines of coverage
• Review policies and endorsements for accuracy

SKILLS & REQUIREMENTS OF THE COMMERCIAL LINES ACCOUNT EXECUTIVE:

• Commercial Lines Account Executive/CSR with demonstrated success in this or a similar role; Minimum of 3-5 years of experience managing business accounts
• Knowledge with Medical Malpractice and Bonds
• Active Property & Casualty Producer License
• Must possess a solid understanding of & the ability to clearly articulate Insurance Industry Standards, Policies, and Procedures
• Impeccable Organization & Prioritization are essential to succeed in this multi-faceted position, with frequent changes in velocity & exposure to multiple resources.
• Exceptional Interpersonal Relations and Advanced Communication & Consultative skills
• Goal oriented: Sense of urgency and ability to meet client & producer expectations through well executed Time Management skills
• Outstanding Listening, Negotiation, and Closing skills
• Detail oriented with excellent follow-up skills
• APPLIED EPIC or equivalent management system experience. (APPLIED EPIC proficiency preferred)

Tracy-Driscoll & Company is a well-established Independent Insurance & Financial Sales Organization. We collaborate with key insurance carriers and a team of diversified insurance professionals in the industry to offer reliable Home, Auto, Business & Life insurance solutions as well as long-term care. For a century, we have led as an Independent Agency that focuses on the individuality of our customers- Delivering tailored, comprehensive insurance portfolios.

Our personalized and proficient service drives the success of our organization and paves the way for the circle of protection we provide for our clients. Allowing us to service them anytime, they need us… at Work, Life, and Play.

If you would like to be part of a motivated marketing team that leverages the industry’s best combination of quality products, sales and marketing support, as well as receive competitive compensation (including health insurance and pension) then please apply.

PERSONAL LINES ACCOUNT EXECUTIVE

• The Account Executive serves as the primary point of contact, responsible for managing a designated Book of Business. You will Coordinate Service, Account Remarkets, Claims Communications, Administration and provide consultative guidance for your assigned accounts. Client Retention and Satisfaction are key objectives of this role.

ESSENTIAL DUTIES AND RESPONSIBILITIES OF THE PERSONAL LINES ACCOUNT EXECUTIVE

• Exhibit superior customer service traits at all times: Accommodate client requests, meet all servicing needs & exceed expectations when performing Change requests, Claims, Marketing, and Account Rounding
• Communicate with carriers/underwriting/producers regarding renewals, carrier recommendations, and quote negotiation on existing accounts
• Thoroughly review policies and endorsements for accuracy; Perform thorough analysis of policy renewals to identify coverage gaps and account rounding opportunities
• Coordinate Re-marketing of Accounts: Gather and compile exposure information from the Client & Carriers
• Develop proficiency in Real Time technology, quoting in multiple carrier web-sites during the remarketing process or when adding additional lines of coverage
• Actively follow the Agency Workflow in the APPLIED client management system

SKILLS & REQUIREMENTS OF THE PERSONAL LINES ACCOUNT EXECUTIVE:

• • Personal Lines Account Executive/CSR with demonstrated success in this or a similar role; Minimum of 3-5 years of experience managing Home, Auto & all Personal Lines of business
  • Active Property & Casualty Producer License
  • Must possess a solid understanding of & the ability to clearly articulate Insurance Industry Standards, Policies, and Procedures
  • Impeccable Organization & Prioritization are essential to succeed in this multi-faceted position, with frequent changes in velocity & exposure to multiple resources.
  • Exceptional Interpersonal Relations and Advanced Communication & Consultative skills
  • Goal oriented: Sense of urgency and ability to meet client & producer expectations through well executed Time Management skills
  • Outstanding Listening, Negotiation, and Closing skills
  • Detail oriented with excellent follow-up skills
  • APPLIED EPIC management system experience preferred