What are the responsibilities and job description for the Commercial Enterprise Account Executive position at Starkweather & Shepley Insurance Brokerage Inc.?
Description
Position Summary:
The Enterprise Account Executive will be primarily responsible for renewal retention & rounding of existing accounts, as well as, prospecting, networking, and producing new property and casualty business insurance policies via relationship building, with existing client base.
This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.
Essential Job Functions
Skills and Abilities:
Position Summary:
The Enterprise Account Executive will be primarily responsible for renewal retention & rounding of existing accounts, as well as, prospecting, networking, and producing new property and casualty business insurance policies via relationship building, with existing client base.
This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.
Essential Job Functions
- Develop and maintain active expiration lists through internal and external sources.
- Achieve trusted advisor status with clients, provide professional risk management advice to prospects and clients.
- Maintain and foster strong business-to-business relationships.
- Maximize growth and retention by providing exceptional customer service to clients.
- Round accounts where applicable.
- Make arrangements with clients to ensure premium payment on a timely basis and be responsible for management of collections for assigned accounts.
- Conduct policy review at renewal to address coverage gaps, if applicable.
- Obtain information for quotations from the insurance marketplace.
- Utilize company systems as applicable; Sagitta, ImageRight, Helix.
- Develop accounts and cross-sell available products and services.
- Performs other duties as assigned.
Skills and Abilities:
- Fluency in MS Office products.
- Effective, professional verbal and technical written communication skills.
- Must be a good listener and have a strong work ethic.
- Proven analytical skills.
- Must be detail-oriented, with the ability to plan, manage, and oversee a book of business.
- A self-starter with an entrepreneurial approach and hands-on experience.
- Must be willing to work outside of core hours as needed.
- Ability to multitask and operate in an ever-changing environment is critical.
- Ability to communicate clearly, to work well with others, and to manage time effectively.
- Bachelor’s degree in a relative field preferred, or equivalent in work experience.
- 3 years’ sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience.
- CIC, CPCU, AAI, AIS designations preferred.
- Producer license is Mandatory.
- Willingness to continue education is essential.