Description

 Executive Account Managers are responsible for working with Producers to develop new relationships. They also maintain existing client relationships by providing adequate insurance coverage, proper servicing and positive interaction. Additionally, Executive Account Managers are responsible for the day-to-day servicing needs of clients in accordance with standard procedures.

Requirements

New Business Development

• Partner with Producers to obtain new clients
• Review producer generated fact finding form and obtain additional information as needed
• Enter prospect information into Agency Management Systems to prepare submissions
• Market selection, negotiation and Proposal preparation
• Bind and confirm coverage using placement sheet and filing documentation into Agency Management Systems

Maintain Client Relationships

• Ensure that clients are properly and adequately insured by evaluating client’s exposure to loss, communicating needs to the clients, and revising coverage where necessary. Use SCM Fact-finding forms and coverage checklist and other tools to evaluate exposures
• Work closely with other assigned individuals and departments on accounts in accordance with agency procedural manuals and quality control program
• Obtain updated renewal exposures from client 60 days in advance of renewal date
•  Review and sign off on all policies prior to delivery
• Educate clients on our value-added approach and unique SCM services
• Follow up with insured to collect all premiums

· Qualifications / Requirements

· High school diploma required; Bachelor’s degree preferred

· 5 years account management experience or equivalent

· Hold current and valid Property and Casualty insurance license

· Hold at least one professional designation or be willing and able to obtain within the first 3 years

· Has ability to produce professional and complete proposals and can confidently deliver presentations to clients and carriers

· Has ability to develop plans and solutions and act upon them and take responsibility for outcomes

· Has knowledge and experience necessary for independent decision-making ability

· Possess a supportive and responsive manner with internal and external customers

· Has ability to multi-task in complex working environment with accuracy and proficiency

· Possess excellent technical skills on insurance coverage and markets

· Possess strong computer and communication skills