Keystone is a community of like-minded independent insurance agencies. We strengthen our agencies to safeguard livelihoods, bolster businesses, and fortify communities. As employees, live our core values every day: We reinforce our agency’s autonomy; champion quality with the best resources available; help them grow strategically; carve out clarity from the industry’s complexity; and keep our eyes open on what trends are important. Individually and collectively, we develop partnerships based on shared goals. The result? Powerful partnerships that generate prosperity for everyone. With Keystone, that’s how independence works better together. As we continue to sustain growth and expand our footprint in more areas, Keystone Insurers Group, Inc has an exciting opportunity for a Commercial Account Executive for our Insurance Placement Services Department within Property and Casualty Division.

POSITION SUMMARY

The Account Executive is responsible for successful management of franchised agency relationships regarding placement of accounts. This position evaluates submissions and determines the best course of action for obtaining competitive quotes within required timeframes. An Account Executive must have knowledge of various lines of insurance and the ability to juggle multiple carrier relationships with diverse appetites. Great communication skills and the ability to work efficiently under deadlines is vital for success.

RESPONSIBILITIES

• Manage franchised agency relationships and the placement of their accounts.
• Manage relationships with carrier underwriters and marketing staff
• Respond to inquiries from agency staff regarding available markets
• Market submissions:
  • Pre-qualify submissions with knowledge of available carrier appetites
  • Review applications and gather missing information required for a complete submission
  • Negotiate with carrier underwriters
  • Analyze quotes received against required coverages
  • Present quotes to agency with recommendations
• Rate accounts in carrier system as required
• Gather binding documents and place coverages with carriers
• Review new policies for accuracy and distribute accordingly
• Set up new policies in AMS once bound
• Prepare invoices as needed on agency/broker billed policies
• File surplus lines taxes and fees via WillComply when applicable

KNOWLEDGE AND SKILLSET

• Microsoft Office Suite
• Adobe PDF Fill
• Salesforce
• Applied TAM
• ETFile

PERSONAL SKILLSET

• Superior ability to clearly communicate
• Strong organizational skills
• Analytical
• Results driven
• Skilled negotiator
• Relationship focused
• Team player

Licensure and Certification Requirements:

• Commercial P&C License
• Additional insurance designations are ideal-receiving or pursuing
• Minimum of 5 years of experience working with various lines of commercial insurance
• Industry knowledge of transportation or commercial agriculture is desired