Account Executive (Hybrid)

About Bagatta Associates, A Division of Patriot Growth Insurance Services: Since 1975, Bagatta Associates, Inc. has been a trusted name in insurance, proudly serving individuals and businesses with personalized commercial and personal lines coverage. As a full-service independent agency, we are dedicated to providing pragmatic, workable, and effective insurance solutions that address our clients’ unique needs. With a focus on balancing comprehensive coverage and premium cost, we are committed to delivering outstanding value and service to every client we serve.

Position Overview: We are seeking a highly skilled and detail-oriented Commercial Lines Account Executive to join our dynamic team. The successful candidate will play a crucial role in managing a diverse portfolio of commercial accounts, ensuring exceptional service delivery and fostering strong client relationships. As a Commercial Lines Account Executive, you will be responsible for various aspects of account management, policy administration, and client communication. This position offers a unique opportunity to contribute to the growth and success of our organization within the insurance industry.

Work Arrangement: This is a full-time, hybrid position reporting to our office in Smithtown, NY.

Professional Responsibilities:

• Account Management:
  • Manage a diverse portfolio of commercial accounts with premium ranges from $500 to $500,000.
  • Demonstrate expertise in the remarketing of existing accounts, ensuring optimal coverage and client satisfaction.
• Policy Administration:
  • Proficiently quote policies, process changes online across various insurance company platforms, and facilitate audit processing.
  • Execute endorsement, cancellation, audit, and recommendation processes with precision.
  • Skillfully handle claims processing and ensure timely follow-up.
• Client Communication:
  • Engage in daily correspondence with clients, producers, and insurance company underwriters to maintain effective communication channels.
  • Provide exceptional service by addressing client inquiries and concerns promptly.
• Documentation and Compliance:
  • Update client applications, Acord forms, and Supplemental applications to ensure accurate and up-to-date information.
  • Demonstrate a comprehensive understanding and working knowledge of various insurance company websites.
• Policy Processing:
  • Efficiently process new and renewal policies, ensuring compliance with industry regulations and internal policies.
• Administrative Duties:
  • Issue Auto ID cards promptly and accurately.
  • Conduct daily activity follow-up to ensure tasks are completed within established timelines.