Overview

The Account Executive is responsible for servicing, providing technical support, maintaining and growth of a book of commercial accounts.

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.

What You'll Do

• Manage and maintain a portfolio of School District/ Public Entity accounts.
• Provide proactive day-to-day client service by anticipating client needs and respond to client questions and issues in a timely manner.
• Foster and manage client relationships by providing regular visits, open communication and outstanding service. Keep Account Executive informed on all important issues relative to client.
• Oversee renewal process (i.e. collect payroll information, monitor questionnaire process, review spreadsheet/proforma for accuracy, send binders, policies/MOCs, renewal invoices and certificates, etc.).
• Process endorsements and invoices.
• Work closely with claims and Loss Control departments on client related issues.
• Review insurance requirements of client/vendor contracts to ensure client is adequately protected.
• Issue and/or approve Certificates of Coverage.
• Work with clients regarding outstanding invoices/collections (include AE in process if it becomes apparent it will be difficult to collect).
• Establish and maintain comprehensive JPA and District files (Client Files, Marketing, Agendas & Minutes, Reference, Permanent).
• Knowledge of Government, Labor, and Educational Codes to ensure that clients are in compliance.
• Mentor and train team's service staff to make certain of accuracy, quality and timeliness of work product.
• Provide technical guidance to staff assisting with client needs or procedural issues.
• Meet deadlines and effectively handle multiple priorities.
• Attend required meetings/conferences.
• Knowledge of JPA and its Administration Requirements, (e.g. Timelines of JPA Functions, Brown Act, Secretary of State Filings, Admin Guide, Policies & Procedures, Bylaws, Resolutions, etc.).
• Develop a rapport with internal and external clients to maintain strong working relationships.
• Review current coverage, exposure, loss experience and analyze risk to determine product/service requirements.
• Work with Legal Department and Department Heads to develop and prepare Keenan contracts.
• Advise client on coverage, legislative developments, industry status/trends and funding alternatives.
• Prepare agenda packets, attend JPA meetings, and take minutes.
• Understand MOC, commercial lines coverage, forms and policies.
• Keep up-to-date on the changing marketplace, competitors and alternative coverage options.
• Understand all financial data, (e.g. financial statements, audits, actuarial studies and their impact on a self-insured program).
• Facilitate with the Account Executive and PCA, and/or Torrance Marketing, the marketing, negotiation, and placement of new and renewal business, including assisting in preparation of response to RFP's, completing applications, providing all necessary underwriting information, reviewing quotations for accuracy and competitiveness.
• Participate with renewal and strategic planning meetings with clients.
• Gather necessary information from client to prepare comprehensive risk evaluations, proposals and reports.
• Understand Keenan products and assist with developing leads and cross selling opportunities.
• Advise client regarding complex risk management issues.
• Assist with developing global account strategies for existing accounts.
• Assist with developing regional education workshops for customer.
• Responsible to follow up and track progress on the Risk Improvement Action Plan.
• Other duties as assigned.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

• Competitive base salary.
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
• Pet benefits & discounts.
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.

Compensation

The target salary range for this position is $70,000.00 to $100,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. Hybrid remote work environment flexibility.

What You'll Need

• Minimum of four (4) years insurance experience in account service position required.
• Bachelor’s Degree preferred.
• Active P&C License required.
• Knowledge of all property and casualty commercial coverages including professional liability required.
• Excellent communication and organizational skills.
• Proficient in Microsoft Outlook, Excel, PowerPoint and Word. Adept at accessing business data from the Internet when required.

Grow, with us

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!