Associate Account Executive - HYBRID

WHAT YOU’LL LOVE ABOUT FOA & SON – AN ALERA GROUP COMPANY

Our mission at Foa & Son is to partner with our clients so that we can effectively meet their needs for risk management and insurance. There is no substitute for expertise.

For 160 years, Foa and Son has stood for trustworthiness, reliability, expertise, and putting the client first, no matter what. Sustaining these core values and translating them into excellent service means striving to be the best we can be. We know our most valuable asset is our people, and that it translates directly into value for our clients. When members of our team plant roots and stay with Foa & Son for the long haul, it means something — and not just for us. When people stay with us over a long term, it reflects on who we are, and translates to what we do for our clients.

RESPONSIBILITIES

We are looking for an Associate Account Executive to join our Property & Casualty client service team.  Responsibilities include:

• Provide direct administrative support regarding renewals and service to the Account Executives to ensure continued customer satisfaction.
• Perform routine account servicing tasks for the Commercial Property & Casualty book of business which may include handling endorsements and policy change requests; and coordinating policy checking as well as creating and distributing auto identification cards and certificates of insurance issuances.
• Issue master certificates of insurance.
• Handle renewal business and marketing initiatives including but not limited to – preparing submissions and proposals to share with the client; compiling binder / policy changes and contract data for the client; maintaining up to date policy / client information for proper invoicing and coordinating of loss run ordering.
• Responsible for maintaining and updating the agency management system documentation to ensure adherence with Company policies and protocols.
• Communicate with producers and/or clients to ensure the timely handling of policies and accurate recordkeeping.

REQUIREMENTS

• Minimum of 4 years of related commercial lines experience and a current broker’s license is required.
• Exceptional time management skills, attention to detail and the ability to prioritize.
• Proven problem-solving skills with ability to handle routine account servicing tasks / tight deadlines. 
• Strong proficiency with MS Office (Excel, Word, and PowerPoint in particular).
• Excellent verbal and written communication skills a must. 

BENEFITS

• Competitive salary driven by education & experience
• Hybrid position – work from home and in-office
• Health, Life, Long Term Disability, Vision, Dental & AD&D
• 401 (k)
• PTO

HOW TO GET STARTED

Click APPLY NOW to complete our application.