Commercial Lines Account Executive

Commercial Lines Account Executive 

Position Overview:

The Account Executive's main role is to ensure customer satisfaction and client retention by delivering timely, consistent and exceptional service for a large/complex book of business. The incumbent performs every function within the department, shares responsibility of the department in the event of an absence and helps other departments when needed.

Primary Responsibilities:

• Independently manage client relationships and ensure superior service.

• Coordinate with Sales Executive to obtain necessary information and collaborate on strategies for managing risk. Resolve complex servicing issues, perform coverage reviews, determine coverage gaps, and advise clients on risk management solutions. Perform routine day-to-day servicing. 

• Partner with Sales Executive to discuss renewal strategy and prepare professional and accurate summary of insurance and/or stewardship report. Prepare quality submissions to carriers, review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to our clients. In person visit with clients as needed.  

• Perform contract review with respect to insurance requirements and issue non-standard certificates. Maintain a suspense system to follow up on outstanding items. Collaborate in a professional manner with all clients, carriers and teammates. 

• Responsible for data integrity of information within the agency management system.

• Maintain and prioritize workload, including work assigned to Account Technician by AE. Maintain familiarity with and follow agency workflows and procedures. 

• Coordinate loss control functions along with the Sales Executive. Coordinate claim reviews as required with carrier or agency claim staff. Assist account with setup of worker's compensation panels, safety committees and reviews outstanding loss control. 

• Lead/Perform special projects with the advice and guidance from Supervisor/Management. Coach and mentor others.

• Performs other related duties and projects as assigned.

• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by the company’s risk management program.

We are committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.  Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

7

Skills Required to Perform the Primary Responsibilities of this Position:

• Excellent project management skills   

• Excellent communication skills, both written and verbal   

• Excellent organizational, analytical and interpersonal skills   

• Excellent customer service skills   

• Ability to use a personal computer and job-related software   

• MS Word - Basic Level   

• MS Excel - Intermediate Level   

• MS PowerPoint - Basic Level   

• Experience in commercial lines coverage and underwriting, technical knowledge and understanding of all forms of coverage and risk alternatives.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:  

Health and Life Insurance License required.  Insurance designation preferred.

Equal Employment Opportunity (EEO):

It is our policy not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. We provide all applicants and employees a discrimination and harassment free workplace.