Private Client Account Executive

Private Client Account Executive

Essential Duties & Responsibilities :

Documentation :

Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to :

• Act as the primary contact with the Producer and / or Client.
• New Business placement and cross selling is conducted as needed to maintain client's insurance program.
• Initiate correspondence with the marketplace.
• Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client's insurance program.
• Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through.
• Prepare and obtain pre renewal updates for all clients.
• Create Acord applications, including Supplementals, as needed, for submissions to carriers.
• Utilize carrier websites and / or Silverplume as appropriate to price policies
• Prepare Proposals or Summaries for renewal terms
• Issue Acord Insurance Binders for renewal terms if policies are not delivered to clients prior to renewal
• Initiate Premium payment requests
• Prepare policies for delivery to client
• Identify and resolve Accounting discrepancies
• Create requests for changes to client's coverages
• Manage Accounts Receivables
• Manage Direct Billing with respect to Cancellations
• Process mail and phone requests on daily basis
• Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Evidences of Insurance
• Adhere to document retention software documentation guidelines
• Check all insurance policies in their entirety
• In absence of more senior team members, provide direction and guidance to other team members when appropriate
• Consultative ability to instruct and direct the client as appropriate to meet client needs

Teamwork :

Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to :

Technical Expertise :

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to :

Requirements :