WAC-115

Licensed New York State Insurance Broker 

TECHNOLOGY   Proficient with carrier online rating systems, Knowledge of Epic, AMS 360 and multiple agency management systems, experience with Microsoft Office, Word, Excel, etc.

Account Executive

• Manage a book of real estate, general business, professionals and clients. Premium $10,000 to $1,000,000.
• Quote new and renewal on all commercial and professional lines of coverage

Account Executive Vice President

• Provide all new business and renewal services for commercial, professional and personal lines
• Place all new and renewing business, appoint carriers and maintain carrier and client relationships

Account Executive New Business Sales - Commercial

• Inbound calls and emails of new clients to be quoted instantly market risks to excess that don’t fit
• Work with management to help improve their online platform
• Train and assist new employees with the platform, understanding insurance and sales