Account Executive

Summary

Develops and promotes relationships for assigned commercial book of business by performing the following duties.

Duties and Responsibilities include the following.

• Oversees renewal process for each assigned policy and prepares quotes to present to customer annually.
• Facilitates the claims process if needed.
• Overall responsibility for their customer accounts, providing quality customer service.
• Interviews clients to determine financial position, resources, assets available, and risk tolerance.
• Analyzes and discusses risk exposure to inform the client of various methods of risk transfer or risk assumption.
• Secures and maintains appropriate insurance coverage for clients.
• Provides clients with information and advice on insurance services.
• Builds long-term insurance advisory relationships with clients.
  
  

Supervisory Responsibilities

May directly supervise one to four employees as required. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; coaching, rewarding and disciplining employees; addressing complaints and resolving problems.

• Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
• Analytical and Design - Collects and researches data; Demonstrates attention to detail.
• Problem Solving - Identifies and resolves problems in a timely manner; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Interpersonal Skills/Customer Service - Maintains a high level of confidentiality; Manages difficult or emotional customer situations; Responds promptly to requests for service and assistance; Meets commitments.
• Oral and Written Communication - Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Able to read and interpret written information.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Leadership and Managing People - Exhibits confidence in self and others; Inspires and motivates others to perform well; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Delegates work assignments.
• Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
• Diversity and Ethics - Promotes a harassment-free environment; Works with integrity and ethically.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Supports affirmative action and respects diversity.
• Judgment and Motivation - Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Organizes or schedules other people and their tasks.
• Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
• Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions; Adheres to Security Policy and Procedures.
• Adaptability and Initiative - Adapts to changes in the work environment; Manages competing demands; Asks for and offers help when needed.
• Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals.
  
  

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And/or Experience

High school diploma or general education degree (GED); three to five years experience with multi-line insurance products. Supervisory experience preferred.

Computer Skills

To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Microsoft Excel. Ability to use basic office machines.

Certificates, Licenses, Registrations

Commercial Lines - Property and Casualty insurance license,

Life & Health – Life & Health insurance license.

Other Skills And Abilities

Commercial - Advanced knowledge of commercial coverages and forms.

Life & Health - Advanced knowledge of life & health coverages and forms.

Customer Service Skills

Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bancorp.

Physical Demands

While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment

The noise level in the work environment is usually moderate.

This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bancorp or its subsidiaries (the Company) shall, in their discretion, modify or adjust the position to meet the Company’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Company’s sole discretion.

About Forth Insurance

Forth Insurance is an independently operated agency offering full-service insurance to protect every part of life’s journey. Built on a legacy that began in Louisiana more than 100 years ago, Forth provides experienced guidance on a range of commercial, personal and benefits services. With offices located throughout Louisiana and parts of Texas, Forth serves clients across the southern U.S. and beyond.