Account Executive (Auto)

The Producer must be properly licensed in all lines that the agency offers and complete continuing education requirements as necessary.

  1. Solicits and writes new business on autos, boats, RVs, classic cars and motorcycles.
  2. Coordinates with the agent/owener and/or operations manager to provide assistance in determining proper coverage.
  3. Provides underwriting and rating for new accounts.
  4. Maintains knowledge of new products. Pursues a program for development of personal and business skills.
  5. Actively solicits expiration dates from new clients.
  6. Develops agency relationship with existing clients.
  7. Meets the production requirements and goals assigned by the agency manager.
  8. Maintains a sales record each onth and provides a copy to the agent/owner or supervisor.
  9. Logs and tracks all canceled policies and gives a copy of the log to the agent/owner.
  10. Monitors auto policy lapse information weekly and makes changes, updates or phone calls to clients as needed.
  11. Sends solicitation letters to party "B" on auto claims in appropriate situations.
  12. Ensures that all required waivers are signed; keeps copies of insured drivers' license on file.