Account Executive - Insurance

Job Inputs :

• Manage the daily underwriting, servicing and processing of all insurance transactions for a client.
• Thoroughly review all exposures for a client and match the appropriate coverages and insurance products that best fits their needs.
• Understand and adhere to the Underwriting Guidelines for each of the programs a client is insured with.
• Coordinate all billing and accounting transactions with client, agent, fleet & mobility, accounting departments and reinsurers monthly and as needed.
• Effectively manage the new business and renewal cycle for all clients including updated Acords, drivers lists, vehicle lists, CAB and IFTA reviews if needed, loss analysis, web site reviews, supplementals as needed.
• Ongoing communication with client, management, fleet & mobility, and carrier as needed throughout the life cycle of an account.
• Review claims loss runs on all PMA Program Accounts monthly for any red flags. Communicate with fleet & mobility and client as needed including coordinating claims reviews.
• Keep current and effectively manage all clients in Epic (Account Management System). Insure file documentation is in compliance with best practices.
• Assist with carrier and other audits as needed.
• In conjunction with Supervisor and Manager, identify areas for improved workflow efficiencies.
• Assist in the training of new Account Executives.
• Mentor to Junior teammates
• Perform Account Executive Duties on Assigned book
• Perform all other duties and special projects as assigned

Education and / or Training :

Relevant Work Experience :

Planning / Organizing / Managerial Knowledge :

Communicating & Influencing Skills :

Responsible and accountable for the communication process within team and with Sales Team

Actively solicit feedback; share and address; adjust plans as necessary; follow through

Outputs :

Marketing of new Business

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