Account Executive

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

If that is what you’re looking for, this is your chance to be part of an amazing organization!

The Account Executive’s primary role is to manage key accounts, collaborate with producers where needed, and serve as a key resource within a group of account management staff.  The AE handles a large complex book of business (typically $750k ) and has considerable expertise. May focus on a small number of major accounts. The Account Executive responds to formal RFPs and independently maintains new and existing client relationships with minimal supervision or producer involvement. 

• Routinely visit with the client and function as the primary contact for coverage consultation and service issues
• Manage the renewal process including holding internal and external pre-renewal strategy meetings, making decisions with clients on coverage limits and other insurance matters, directing the marketing process and overseeing the renewal proposal
• Interact with carrier underwriters to negotiate renewal and new business quotes
• Establish, implement and manage written service timelines and service calendars, ensuring commitments are adhered to, that are in line with client expectations
• Participates in client meetings to support retention and possible sales efforts as requested by producer. Facilitate client meetings including preparation of agendas, materials, coordination of presenters, drafting and distributing meeting notes.
• Complete and maintain client stewardship reports
• Advise clients regarding coverage and risk exposures, reviewing contracts and policies, negotiating with carriers to minimize gaps and omissions
• Audit sales executives book, reviewing for potential gaps in coverage or coverages yet to offer, and ensure these gaps are addressed
• Research coverage issues, including negotiating with carriers to resolve client needs and expectations
• Promptly respond to and resolve customer inquiries and problems
• Attend claims reviews, ensuring claims issues are addressed and resolved
• Prepare new business opportunities for marketing, submit prospect to selected markets, analyze proposals & quotes and negotiating final coverage terms and pricing. Participates in client meetings to support retention and possible sales efforts as requested by producer.
• Prepare spreadsheets and other complex charts as needed or requested
• Monitor expiration lists and receivables, ensuring financials are within established goals and timelines, facilitating collection of outstanding receivables if necessary

• Is considered a subject matter expert in one or more areas (e.g., construction, senior living, transportation, etc)
• Ability to manage sophisticated risk management accounts and non-standard insurance techniques
• Extensive knowledge of carriers and industry standard coverage forms
• Contributes feedback to company projects within subject matter
• Skilled in time management, project management and delegation
• Strong oral and written communication skills including presentation skills
• Full proficiency in MS Office:  Word, Excel, Outlook
• Agency management systems expertise (AMS Sagitta preferred)
• Strong work ethic, team oriented, collaborative
• Motivated and able to work independently while communicating openly and frequently with the team
• Strong problem solving and negotiation skills
• Minimum 5 years experience in a senior commercial account management role (typically 10 years total insurance experience)
• State property & casualty agent’s license
• College degree or equivalent experience
• Typically holds multiple insurance designations
• Frequent travel to client sites. Occasional travel to branch office locations, seminars, training, and conferences.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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