Account Executive

General Description: Responsible for account management of complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review.

Responsibilities:

1. Work at a strategic level to develop and retain consultative partnerships with customers/prospects.
2. Develop, execute, and monitor comprehensive customer service plans. Ensure plans reflect the customer's business and risk management goals and objectives.
3. Accountable for marketing. Includes advising customers regarding renewals and recommending coverage products/risk control approaches.
4. Contribute to new business development. Identify cross-sell opportunities and seek referrals from existing customers.
5. Manage or direct client accounts/relationships. Ensure retention and growth of book of business.
6. Provide technical support to account teams. Includes analyzing client needs, coverage forms, and quotations.
7. Provide technical expertise to new and existing clients. Includes coordinating the servicing of clients through sales, account development, and problem solving.
8. Respond to client requests for information, documents, and general insurance inquiries.
9. Respond to Underwriters questions in a timely and professional manner.
10. Maintain a high degree of accuracy in agency management and document management systems.
11. Identify exposure to loss and recommend appropriate coverages.
12. Provide leadership and guidance to less experienced staff as needed.

Knowledge, Skills and Abilities:

1. 7 years + of insurance experience.
2. Must hold state Property & Casualty insurance license.
3. High school diploma or graduate equivalent degree required.
4. Experience managing complex commercial property and casualty accounts.
5. Experience developing and maintaining strong working relationships with customers and prospects.
6. Experience effectively marketing to carriers and customers.
7. Working knowledge of Microsoft Office suite of products.
8. Excellent verbal, written, and interpersonal communication skills.
9. Strong problem-solving skills. Ability to comprehend customer issues/needs and recommend solutions.
10. Ability to work effectively in a team environment and across all organizational levels.
11. Ability to be flexible and adaptable to changing priorities and deadlines.