Commercial Lines Account Executive

Role Overview

• Building and maintaining strong, trust-based relationships with clients and prospects
• Identifying new business opportunities and cross-selling additional products and services
• Consistently meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups
• Conducting thorough needs assessments and delivering customized insurance and total client solutions
• Negotiating terms and coverage with underwriters and carriers
• Ensuring compliance with industry regulations and company policies
• Providing exceptional customer service and support throughout the client lifecycle
• Collect detailed risk and underwriting information including survey data and loss history.
• Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information.
• Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues.
• Capability to put together industry standard ACORD applications via our Agency Management System, supplemental applications, review loss runs, develop a narrative of the account along with claims data analytics and metrics.
• Secure quotes, negotiate premiums and commissions, prepares proposals and corresponding presentations.
• Bind coverage, prepare binders, and delegate certificates.
• Ability to provide Contract review.
• Process policy changes and corresponding documents.
• Proficient in carrier websites for rating, billing, processing changes, and loss retrieval.
• Meets with clients as needed or directed by client advisor.
• Participate in carrier/wholesaler meetings for relationship development.
• Serves as technical expert, assisting insureds and department members to resolve complex issues.

Requirements

• Commercial insurance knowledge with 5+ years’ industry experience and/or demonstrated ability to successfully handle complexities of job, required
• Active Property and Casualty License required
• Strong organizational skills
• ability to prioritize and be proactive
• Ability to adapt well to change in direction and priority in a fast-paced environment
• Computer skills, specifically Microsoft Word, Outlook and Excel
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Knows and applies principles of insurance to everyday situations
• Applied Systems / EPIC experience a plus

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance
• Life and disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off and holidays
• Employee Assistance Program (EAP)
• Complimentary Calm app subscription
• Immediate vesting in a 401(k) plan
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave and paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage