Commercial Lines Account Executive – Complex Casualty

Role Overview

• Develop strategy for retention of accounts at renewal time
• Assist in cross-selling other lines of business to existing accounts
• Work with clients to obtain sufficient information to prepare renewal submissions
• Participate in presentations to existing and prospective clients
• Review clients’ operational, contractual and financial exposure to loss
• Develop and maintain financial models of loss sensitive programs
• Review insurance policies and contracts
• Work with others to obtain and deliver information, quotations, policy changes, etc
• Develop and monitor client service plans in conjunction with claims and loss control on an annual basis
• Responsible for stewardship reports with feedback from clients
• Responsible for team’s ongoing service to include client surveys, experience mod calculations, loss picks and reserve analysis
• Manage Account Receivables to agency standards and facilitate collection of monies from clients
• Work independently and within a team on special nonrecurring and ongoing projects
• Oversee a team of Account Managers and Assistant Account Managers on a daily basis as well as helping to develop the team members professionally
• Control & direct renewal strategy internally with producer & team, and externally with the client
• Utilize external and internal resources to educate the team with insurance or industry knowledge
• Build replicable policies and procedures that create efficiencies within the service team
• Understanding of team atmosphere and contemplating how change affects the entire team
• Communicate clearly to surrounding team members, producers, and COO on day to day & renewal responsibilities as well as problematic situations
• Take the lead in creating educational presentations for clients and industry groups
• Presentations include the following: Non Work Comp Proposals, Workers Compensation(including various loss sensitive programs) Proposals, Program Specific topics, Risk Management focused topics, Industry focused topics.

Requirements

• Minimum 5 years relevant Commercial Lines experience a plus with a preference for 10+ years experience
• College degree preferred but not required
• P&C License
• Well versed in Applied Epic
• Ability to work with minimum supervision; able to accept direction on given assignments
• Knowledge of MS Office Products, Word, Outlook and advanced knowledge of excel
• Demonstrated flexibility and adaptability to changing priorities and deadlines
• Strong analytical skills and attention to detail to ensure document accuracy
• Able to work effectively in a team environment with strong customer service skills
• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills
• Ability to travel domestically for client visits and the occasional relevant industry conference
• Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets a plus
• Strong knowledge of all basic P&C coverages with a focus on loss sensitive casualty programs
• Large Account Captive experience is required
• Demonstrated superior presentation and relationship skills in this highly Client interactive role

Benefits

• Comprehensive medical insurance
• Dental insurance
• 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
• Paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage