Seeking a Commercial Lines Mid Market and Larger Accts Account Executive with a national retail broker out of Irvine, CA. (Real estate and construction experience preferred)

SUMMARY

Primary client servicing advocate for assigned accounts with additional responsibilities to retain and develop new relationships in support of Team Lead.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Manages overall client relationship to maintain high account retention rate;

Responsible for renewal process on existing business; (Accounts range in the 50-750k revenue range)

Evaluates assigned client coverage portfolio to implement cross selling opportunities and solicitation of additional lines of coverage;

Services accounts and provides claims assistance as needed;

Analyzes exposure base to identify program deficiencies and develop proper marketing strategies;

Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations;

Binds coverage, prepares binders and delegates certificates;

Reviews coverage and determines appropriate level of coverage;

Meets with clients as needed or directed by producer;

Serves as technical expert, assisting department members to resolve complex issues;

Provides mentoring and coaching to departmental staff in concert with Unit Manager;

by Jobble