Assistant Account Executive (Client Services)

The Account Executive is responsible for managing existing client relationships in tandem with the Risk Advisor and Account Manager. The Account Executive drives the renewal process for existing clients and the new business process for new opportunities.  

ESSENTIAL DUTIES/RESPONSIBILITIES: 

To perform this job successfully, an individual must be able to perform each essential duty.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Manages the relationship between the agency and assigned commercial clients with a focus on the retention of these clients. 
• Drives the renewal process, working closely with Risk Advisors and Account Managers, as needed.  
• Drives the new business process in tandem with Risk Advisor. Responsibilities include carrier marketing, negotiation, and proposal creation.   
• Reviews exposures of clients and prospects, and builds a risk management strategy to mitigate those exposures. 
• Uses interactions with current clients to find upselling and cross selling opportunities. 
• May specialize in niche markets.  
• Supports and adheres to agency goals and objectives. 
• Supports and adheres to agency procedures in an effort to minimize errors and omissions exposures. 
• May write new business opportunities in tandem with our inside sales division. 
• May serve as a mentor to other Account Executives or Account Managers to help in their onboarding and educational development. 
• Serves as a backup to claims staff, as needed.  
• May travel offsite to meet with clients and insurance company representatives. 
• Other job duties as assigned.  
• Utilizes various technologies at an advanced level of proficiency and continually works toward improving these skills. 
• Participates in both coverage and procedure trainings to enhance knowledge and skills.   

JOB QUALIFICATIONS: 

Knowledge, Skill and Ability 

• Extensive knowledge of Commercial Lines products and markets. 
• Ability to satisfy client needs with minimal assistance from others. 
• Strong negotiating, decision-making, and relationship building skills. 
• Excellent customer service and teamwork skills. 
• Ability to interact with employees, clients, and carrier partners. 
• Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook programs. 

Requirements 

• College degree preferred. 
• Requires possession of or plan to obtain CIC designation. 
• Requires possession and maintenance of a Property and Casualty license. 
• Must have a current driver’s license and an insurable driving record.   

Working Environment/Physical Activities 

• General office work environment- Requires the daily use of various photocopiers, facsimile machines, computers, printers, calculators, telephones, and other pieces of general office equipment. 
• Requires the regular use of arms, hands, and fingers. 
• Frequently required to sit for extended periods of time, reach with arms and hands, stand, walk, stoop, talk, and hear. 
• May be required to lift and/or move up to 10 pounds. 

HIPAA Compliance (If applicable) 

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI).  An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement. 

Note:    This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.