What are the responsibilities and job description for the Account Executive - CL position at AssuredPartners?
Overview
The Account Executive will provide a high level of sales support to internal team members and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with other Agency personnel.
The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.
The Account Executive is responsible for assisting clients with service needs and making changes to existing policies. The Account Executive will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.
The Ideal Candidate
- You enjoy problem solving with great, customer-service minded solutions
- Teamwork is part of your DNA and you have great communication skills (verbal & written)
- You’re analytical at heart and can see both the big picture and the minute details when working with clients and other team members
If this sounds like you, we invite you to keep reading and apply!
Responsibilities
Please note that the duties below can vary based on the workflow of your local office.
- Meets directly with clients.
- Negotiates and sells lines of insurance to clients. Designs insurance and risk management plans for clients as assigned and directed by Agency management.
- Provides clients with Insurance Coverage Review and reviews methods of handling risks. Works with the producer to write new business accounts.
- Sells in place of or in coordination with superior personnel.
- Leads accounts through the renewal process per department procedures.
- Assists in the development of strong personal relationships with appropriate insurance carrier personnel.
- Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
- Handles prompt review of all premium audits recognizing that the Agency must process audits timely.
- Process and follows up on all requests involving carriers or clients to ensure accurate and timely resolution.
- Other duties as assigned.
- Travel is expected to be 50% in this role.
Qualifications
- Advanced degree from college or technical school; or 4-8 years of related experience and/or training; or equivalent combination of education and experience
- Current Property and Casualty license
- 5 years of experience in commercial property and casualty insurance with 1-3 years of experience of independently managing a book at an insurance agency
- Professional designations preferred
- Tech savvy and knowledge of agency management software; Internet software; spreadsheet software, PowerPoint, word processing software and Microsoft Outlook
