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Account Executive – Municipal

May 23, 2025May 23, 2025

Account Executive – Municipal

CompanyHUB
LocationPittsburgh, PA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelMid Level

Requirements

  • 2-3 years of commercial lines customer service experience in the insurance industry
  • P&C license preferred
  • Previous underwriting experience including evaluation of risk
  • Familiarity with commercial lines policies including Property, Inland Marine, Crime, General Liability, Automobile, Excess Liability, Cyber, Fiduciary, Worker’s Compensation
  • Experience with Microsoft 365, Vertafore Sagitta, Image Right and EPIC, Excel, Word, Internet a plus
  • Exceptional communication skills
  • Strong organization and interpersonal skills
  • Ability to prioritize and organize day-to-day responsibilities and ability to meet deadlines
  • Strong reading comprehensive and analytical skills
  • Ability to work effectively in a team environment
  • Ability to exercise independent judgment

Responsibilities

  • Primary customer service communication, both written and oral, with clients, sub-brokers and underwriters
  • Maintaining excellent relations with clients, sub-brokers, underwriters and sales executives
  • Preparing and marketing current renewal policies
  • Preparing and marketing new business opportunities
  • Assisting other team members with general day-to-day communications and supporting other team members when they are on vacation or out of the office
  • Issuing Certificates of Insurance, Binders, Invoices, Auto ID cards, Policy Changes, Renewal and New Business Proposals
  • Knowledge of municipal Tort Immunity Law (Pennsylvania)
  • Maintaining all day-to-day communications in the agency management system – All documentation is electronic
  • Client-facing meetings for renewal or any other situation as needed
  • Travel to client meetings and annual municipal conventions as needed

Preferred Qualifications

  • P&C license preferred
  • Experience with Microsoft 365, Vertafore Sagitta, Image Right and EPIC, Excel, Word, Internet a plus


TaggedCustomer SuccessFinance & Operations & StrategyHUBMid LevelSales & Account Management

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