Perform all account servicing duties on assigned accounts
Ensures overall account profitability with a value-based approach for the scope of service and costs associated with the client
Engage in new and renewal strategy meetings
Prepare Stewardship reports
Maintain renewal expirations, avoid any lapse in coverage, and solicit additional lines of coverage
Service accounts and provide claims assistance as needed including contract review and advise client on insurance requirements
Develop high degree of technical, insurance, and risk management knowledge through research and attendance in industry seminars and continuing education efforts
Market standard renewals to include
submission preparation, obtain quote, negotiate premium and commission
Prepare proposals and presentations
Bind coverage, prepare binder and delegate certificate issuance
Review coverage, identify deficiencies and determine appropriate level of coverage
Meetings with client as needed
Review accounting history, respond to accounting inquiry, correct discrepancies and contacts client on receivable collection
Assist Senior Account Executive when requested
Assist with Senior Account Executive with Certificates of Insurance, Auto ID Cards, schedules of insurance, proposals on larger accounts when requested

5-7 years related experience with broker
Bachelor’s degree preferred or equivalent work experience
Detail oriented with good mathematical and communication skills
Ability to understand, analyze, and research different lines of insurance
Proficient in MS Office
NYS P&C License
Working knowledge of EPIC preferred, but otherwise, the ability and willingness to learn

Senior Account Executive – Specialty Practices, Construction

Key skills