The Commercial Lines Account Executive is responsible for leading/mentoring Account Managers, gathering client information, servicing clients, and implementing insurance programs.
Requirements
- Collectively or independently plans, designs and implements appropriate insurance programs for clients
- Maintains knowledge of new developments or changes with various carriers and new Federal/State laws
- Generating premium allocations for clients; advanced Microsoft Excel proficiency
- Negotiating rate terms and conditions with Carriers on behalf of clients
- Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.)
- Investigates, initiates and prepares necessary summaries of insurance, proposals and applications
- Demonstrates ability to present proposals to clients with or without assigned Producer
- Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
- Consults, informs, and educates audit procedures to clients.
- Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
- Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances
Benefits
- Medical, dental, vision, prescription drug coverage
- 401K
- Equity incentive plan
- Employee Wellness Program
- Company paid holidays, plus PTO