Commercial Account Executive

Job Purpose

The position is responsible for being self-motivated and self-functioning in the retaining and servicing of existing clients and to support the Producers with attaining their new business production objectives.

Will be required to self-manage work time and task execution. Will be responsible for making timely decisions and follow our structured renewal, marketing, sales and interim service processes.

Job Duties

• Set and meet attainable renewal retention goals.
• Initiate renewal process with existing clients.
• Cross sell additional lines to existing clients and make referrals both internally and across all lines of business.
• Opportunities to accompany Producers on sales calls to build and foster client relationships while gathering detailed underwriting information, prepare applications and assist with selecting potential markets.
• Oversee and monitor interim marketing activities with Producer and Commercial Account Manager if one is assigned to the account team.
• Assist with preparing formal proposals, assure coverage adequacy, accompany Producer for presentation and / or give presentations unaccompanied based on risk expertise and comfort level.
• Daily maintenance of automated systems consisting primarily of Applied Epic and Microsoft Outlook.
• Educate clients concerning finance options and cancellation procedures.
• Provide client service, as needed, including policy changes and collection oversight.
• Opportunity to sell new business earning new and renewal commissions.
• Will perform special projects as assigned.

Education, Experience and Job Skills

• Bachelor’s Degree or equivalent work experience.
• Minimum of five years of previous insurance experience as a Commercial Account Manager, Account Executive, or Producer is mandatory.
• Must have an active Property & Casualty insurance license.
• Candidates must possess the required technical insurance and computer-based knowledge to manage a significant client portfolio efficiently and professionally.
• Must demonstrate the organizational disciplines to perform the required tasks in a timely, accurate fashion; and assist Producer in achieving sales goals.
• Must be self-motivated with the ability to complete tasks and meet required deadlines with minimal supervision.
• Ability to work independently in a fast-paced environment with a high degree of accuracy and close attention to detail.
• Strong multi-tasking skills.
• Proven team player.
• Positive and professional attitude.
• Excellent verbal and written communication skills.
• Possess a favorable reputation with our carrier partners.

Basic Qualifications

• Bachelor’s Degree or equivalent work experience.
• Minimum of five years of previous insurance experience as a Commercial Account Manager, Account Executive, or Producer.
• Must have an active Property & Casualty insurance license.
22 days ago