Makes appointments and follows-up with clients/prospects obtaining sufficient information to prepare complete submissions/applications, supplemental applications, spreadsheets, etc.
Performs a review of each line of business to determine possible coverage gaps and recommended enhancements.
Underwrites risk per MMA’s marketing procedures, utilizing agency resources and relationships to fully identify all available standard and non-standard carriers, programs, etc. for each line of business.
Submits account to viable markets and negotiates best coverage, price, terms and conditions assuring reasonable profitability to the agency and company while providing the best coverage to suit client’s needs.
Compiles quotations, proposals, schedules of insurance and applications/required forms.
Makes recommendations, based on client’s exposures and quotes being presented to client/prospect, suggesting changes, additions, and/or deletions when appropriate.
Presents proposal and discusses coverage(s) with client when appropriate.
Keeps producer informed and abreast of problems, changes in price, coverage, etc. on an on-going basis.
Ensures proper payment arrangements are agreed to by purchaser in-line with policies and procedures of agency and/or company.
Keeps abreast of competitive posture of agency and changes in marketplace.
Delivers or oversees delivery of policy and subsequent endorsements, additions, etc. within a reasonable time of receipt at Agency.

High school diploma or equivalent
Active 2-20 insurance license
7+ years commercial lines insurance marketing of middle market and/or risk management accounts
Strong property knowledge
Strong proficiency in Microsoft Office Products
Excellent customer-service skills
Ability to communicate clearly (in writing and verbally)
Thorough knowledge of insurance terminology and insurance products and their usage
Thorough knowledge of marketing and placement
Experience with Large Property Schedules and one or more of the following sectors: Healthcare and Non-Profits, Golf and Country Clubs, Technology
Bachelor’s degree or higher (additional qualification, not required)

Business Insurance Account Executive

Key skills