What are the responsibilities and job description for the Account Executive position at Craig Bradford Associates?
Base: $90K-$110K plus bonus
Responsible for managing a book of business and maintaining and strengthening relationships with clients. Support producers activities to ensure the retention of quality business and superior customer service.
Responsibilities
- Issue certificates of insurance as well as endorsements
- Ordering, pulling loss-runs
- Develops, maintains, and strengthens strong working relationships with clients, underwriters, and carrier representatives.
- Fields and responds promptly to inquiries from client, carriers, Producers, attorneys, and accountants.
- Support ownership of customer concerns and feedback until the resolution is successfully accomplished.
- Attends pre‐renewal meetings and discusses renewal exposures and strategy with clients.
- Assist in the new & renewal activities from start through close.
- Assist in preparing proposals, application, and other necessary policy records in coordination with Producers.
- Prepares summaries of insurance, schedules and proposals needed for account review.
- On-line quoting; verifies accuracy and facilitates corrections, as needed between client and carrier.
- Assist with pre‐audit analysis and meets with client and carrier personnel at audits and inspections.
Required Skills
- Minimum 2 years in the P&C industry
- Experience Managing Large Complex Accounts
- Habitational & Real Estate experience
- P&C license required
- BA or BS or relevant industry experience
- Proficient in Microsoft Office
- Ability to work collaboratively
Salary : $90,000 - $110,000