Account Executive

Account Executive

The Liberty Company is a product-focused, family-owned, and fiercely independent insurance service firm founded in 1987. Licensed to operate in all 50 states, Liberty has grown consistently and, in recent years, has expanded nationally by partnering with owners and experienced professionals who fit our culture. Our mission is to promote a place of mind with great care and demonstrate our core values of integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun!

Liberty has been recognized as one of the most dynamic, fastest-growing companies as well as one of the best places to work in the industry.

We believe in rewarding our people with a competitive total compensation package, including comprehensive benefits, generous paid time off and holiday pay, continued education support, and company-sponsored programs designed to promote wellness, stress management, and community involvement. Here, your career growth and your well-being aren't just priorities they're part of who we are.

As we continue to grow, we are on the lookout to build a pipeline of experienced Account Executives located in either Pacific or Mountain Time Zones with expertise in Commercial Lines, Personal Lines, Employee Benefits, Wholesale, or other Specialty experience who are ready to elevate their careers by finding their HABU (highest and best use) with our organization. We look for people who want to contribute, innovate, and thrive in an environment where positivity and purpose go hand in hand. If you're ready for a change and don't see a good job match posted on our site, we'd still love to get acquainted with you anytime. Please apply if you are open to future opportunities!

Position Summary

Account Executives use their experience, expertise, judgment, and discretion to obtain, maintain, service, market, and grow the insurance business of The Liberty Company. As an Account Executive you will assist clients with obtaining/renewing insurance coverage on terms and at prices that are competitive and appropriate. You will assist in managing all aspects of relationships with clients, including administration, marketing, customer service, and receivables. In addition, you will also manage appointments with carriers, including assisting with audits, memos, and updates.

Primary Responsibilities:

• Prepare submissions for Company accounts, including new/renewal business, market Company accounts as appropriate, and prepare and present proposals for Company accounts, including on-site meetings as appropriate.
• Oversee quality control and compliance duties to ensure adherence to regulatory standards and company policies.
• Prepare change requests for Company and Company accounts
• Review audits, policies, and endorsements for accuracy.
• Initiate new account files in related agency management system.
• 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 Company's 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, 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 OR Epic.
• 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.

Qualifications

Minimum Qualifications/Requirements:

• Minimum 5 years' experience handling commercial lines accounts.
• Education requirement: High school diploma or equivalent is required, college degree preferred.
• Active DOI P&C License required.
• Knowledge of AMS360 OR Epic system or similar agency management system.
• Located in Pacific or Mountain Time Zone.
• Applying for consideration for future opportunities

Promoting Peace of Mind for All

At 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.

*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, 1033 and 1034 to qualify for that role.