Commercial Lines Account Executive

1. Handle new business for the company that is assigned to you from the production team as well as from callin and client referrals and by expanding existing networks and business relationships. Follow up on leads and crosssell referrals.
   
2. Maintain/strengthen relationships with prospect and client decision makers insurance buyers and company contacts.
   
3. Manage daytoday account responsibilities and successfully perform renewal process for existing accounts. Day to day duties include but are not limited to:
   

• resolving client problems
  
• responding to client questions
  
• monitoring clients insurance program for possible changes
  
• facilitating resolution to claims
  
• coordinating the delivery of value added services.
  

1. Perform administrative account management duties such as completing applications billing resolving collection problems corresponding with carriers providing customer status reports coordinating and following up on audits attending sales meetings reviewing production reports and supporting internal staff department requests for information.
   
2. Determine risk management and client coverage needs to develop effective insurance programs for new and renewal accounts.
   
3. Provide coaching direction and daytoday supervision to account support staff.
   
4. Develop effective proposals and make presentations to close new accounts and renew existing accounts.
   
5. Provide input and support in order to develop and execute a marketing strategy.
   
6. Implement new business and renewal processes procedures and practices according to established company systems and guidelines.
   
7. Manage entertainment and new business development expenses prudently.
   
8. Apply all enabling technology to ensure efficient and effective delivery of service according to company policies procedures and practices
   
9. Perform other duties and special projects as assigned.
   

Requirements

A. Compliance with Company procedures policies and expectations.

B. Thorough knowledge of and compliance with department and company best practices.

C. Compliance with internal departmental audit procedures and effective response to audit results.

D. Successful performance of assigned duties.

E. Excellent time management and organizational skills.

F. Excellent oral and written communication skills.

G. Positive relationships with client contacts.

H. Informative and professional behavior when working with customers and coworkers.

I. Interpersonal relationships which encourage openness candor and trust both internally and outside of the Company.

J. Initiative and creative thinking in decisionmaking and problem resolution situations when performing job duties.

K. Effective delegation to and training of employees.

L. Maintenance of Company information in a confidential manner.

M. Maintain appropriate licenses throughout employment

A. Bachelors Degree

B. Current Producers License.

C. Minimum of 5 years experience in this role or similar role

D. Demonstrate sales ability with previous experience and client relationships