Account Executive

Description

The Account Executive performs the essential duties of the position, which include providing service to new and existing accounts, maintaining the highest degree of relationships between the producer, client, companies, and agency personnel. Will provide direction to Account Managers. Works under the direction of the producer(s) and VP of Sales/Marketing.

Duties/Responsibilities

• Handles the more complex accounts in specific lines of business which have been assigned
• Handles telephone calls of all types
• Performs functions on agency management system proficiently and assists others as needed.
• Is responsible for policy processing quality control which includes policy checks
• Processes, maintains, and prepares new and renewal accounts for marketing alongside producer and account manager for future placement, and delivery to producer and client.
• Works with account manager to process new and renewal proposals, endorsements, certificates, invoicing and binders.
• Acts as a resource to others, with abilities to train others.
• Has both inside and outside involvement with customers and company representatives; will be required to accompany producer(s) on sales presentations.
• Researches and analyzes data contributing to the development and enhancements of a client’s insurance program and recommends coverages.
• Is responsible for policy processing and quality control in conjunction with account manager
• Responsible for gathering the information and risk management recommendations for the new business or renewal business of designated accounts 120 days prior to renewal and for delivering renewals and/or binders for designated accounts, as needed, within five days of receipt.
• Conducts periodic service calls, and in-person meetings with designated accounts.
• Performs special projects at the request of designated clients after consulting with producer. 
• Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
• After reviewing updated client exposure survey information, obtains other renewal information from insured, and completes applications for designated renewal business 120 days before renewal date. Assists Producer(s) as needed.
• Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business through companies no longer represented at least 60 days prior to renewal. Secures and submits required renewal underwriting information.
• Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.

Teamwork

• Be a cooperative team player with an enthusiastic attitude who is adaptable to new or changing circumstances, with a professional demeanor.

Personal and Organizational Development

• Must complete all required continuing education hours for the State in which licenses are held, in areas related to your job function (or future position desired). Courses helpful to professional development are always encouraged.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
• Must be able to work in a fast paced, high-pressure environment with significant telephone, email and Producer disruptions. 

Requirements

Required Skills/Abilities

• Proficient in Microsoft office, particularly word, excel, and outlook
• Maintain Property & Casualty license.
• Ability to prioritize and manage time effectively. 
• Familiar with company management system preferred 
• Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
• Can multitask in a complex working environment with accuracy and proficiency.
• Possess excellent customer service and organizational skills with the knowledge and experience necessary for independent decision making.
• Must represent brokerage in professional manner

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to pull or lift up to 15 pounds at times. 
• Requires typing, repetitive small motor activity, grasping, stooping, reaching and standing. 

Reasonable accommodations may be made to assist individuals with disabilities to perform the essential job functions.

Note: This job description is not intended to list all the responsibilities but, to provide a general description of the responsibilities for your position. Management reserves the right to assign or reassign duties and/or responsibilities for your position at any given time to fulfill operation needs. 

This is an At Will position. Employment with Alkeme Intermediary Holdings, LLC is strictly At-Will, and you may quit or be transferred, reassigned, promoted, suspended, demoted and/or discharged at any time, with or without cause and with or without prior notice.