What are the responsibilities and job description for the Commercial Lines Account Executive and Team Lead position at Crossagency?
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Commercial Lines Account Executive/Team Lead - This position is a client-facing role responsible for directly supporting client relationship management on a book of business and building insurance programs based on client's daily business operations and exposures. The Account Executive will also be involved with creating and assisting with new or expanded business opportunities for Cross Insurance with either existing clients or prospective clients. As a Team Lead, this person will also be responsible for mentoring and training members of the Commercial Lines team.
Duties of a Commercial Lines Account Executive/Team Lead include, but are not limited to:
- Foster strong relationships with consistent, value-added engagement between Cross and its client.
- Employ technical knowledge of insurance coverages and products to develop detailed, effective, state-of-the-art insurance strategies for Cross Commercial Lines clients -renewal or new business opportunities.
- Manage the entire new business or renewal sales cycle by working with account manager, managing timelines and communication.
- Organize and implement all necessary resources available for client needs including Account Management, Claims, and Risk Control.
- Collect necessary client information, financial data, and applicable applications.
- Lead efforts to build and maintain detailed client records for renewal or new business presentations - renewal metrics, schedule of insurance, marketing history, trend analysis, historic exposures etc.
- Fully understands and adheres to the Cross Basic Procedure Manual and workflow.
- Negotiate and follow-up with underwriters for the timely receipt of quotes.
- Accurately Complete CL Checklist and indicate coverages that should be recommended.
- Prepare and present new business and renewal proposals to clients/prospects.
- Stay up to date on carrier appetites, organize carrier meetings, and serve as a marketing/placement resource for the Commercial Lines team.
- Act as a technical resource for Commercial Lines team by mentoring and training.
Requirements:
- Five (5) years of insurance experience. Client-facing roles preferred.
- Has in-depth technical knowledge of commercial property & casualty insurance coverages and products and can advise clients accordingly.
- Ability to facilitate an effective team dynamic.
- Ability to interpret, analyze and present critical insurance data.
- Strong organizational and leadership skills.
- Excellent verbal and written communication skills.
- Project Management skills including attention to detail, effective deliverables, time management and prioritization.
- Commercial Lines Producer License.
- Experience with AMS360, Microsoft Office (Word, Outlook, PowerPoint, Excel, Teams) and Salesforce a plus.
Compensation: The base salaryrangefor this role is $175,000 to $200,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package, including but not limited to: Medical; Dental; Vision; Life / AD&D; Short and Long-Term Disability; 401k (with match); HSA/FSA/DCA options; Paid Time Off; and more.
Salary : $175,000 - $200,000