Senior Account Executive - Risk Partners Underwriting

Holman is a family-owned global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving Whats Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated and creating positive rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

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:

• Bachelors degree preferred
• CIC CPCU ARM or other Professional Property and Casualty designation a plus
• Property and Casualty Licensed a plus
• Proficient in various desktop tools including MS Office Programs (i.e. Outlook Excel Word PowerPoint)
• Proficient in the use of the EPIC operating platform

Relevant Work Experience:

• 10 years experience in P & C Brokerage Operations and Marketing as an individual contributor or team leader.
• Thorough understanding of Property and Casualty coverages policies and understanding of marketplace and markets.
• Experience managing $500000 premium accounts.
• Experience in reviewing and improving processes methods and tools to increase efficiency and accuracy.

Planning/Organizing/Managerial Knowledge:

• Provides non-leadership support to a group of primarily Professional and para-professional level staff.
• Works with departmental leadership to work through day-to-day decisions within department

• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Plans and prioritizes work efficiently and effectively delegating when appropriate
• Ability to prioritize and reprioritize daily.
• Understands how role ties into the organizations vision and purpose
• Ability to monitor each clients performance as well as individuals book of business and take action when performance is not meeting expectations
• Identifies and removes barriers to effective teamwork with all stakeholders.
• Removes obstacles that impede progress and goal attainment.
• Applies management expertise to improve efficiency and accomplish operational objectives within own area of responsibility or department
• Adjusts quickly to new or changing work environment
• Identifies and resolves operational problems using defined processes expertise and judgement
• Decisions are guided by policies procedures and business plan; receives guidance and oversight from supervisor and/or manager

Communicating & Influencing Skills:

• Excellent verbal and written communication skills.
  • Responsible and accountable for the communicationprocess within team and with Sales Team
  • Able toclearly articulatethedepartmentsvisionforthe future
  • Sets clear and agreed upon performance objectives and standards
• Excellent interpersonal and customer service skills.
  • Activelysolicitfeedback;shareandaddress;adjustplans asnecessary; follow through
  • Recognize and reward the contributions of team members
  • Promote camaraderie among team members
  • Help people see the role they can play in supporting the advancement of the vision and purpose
• Interprets customer needs and assesses requirements to meet needs
• Interaction with others requires understanding influencing and supporting people through applying technical knowledge or rational arguments aimed at causing action or acceptance by others

Outputs:

• An established and developed workflow process within the Middle Markets Operations team in:
  • Marketing of new Business
  • Marketing of renewal Business
  • Consistent workflows for servicing of client allowing for easy transition between colleagues.
• Defined performance standards for fair and objective evaluation of individual contributors performance within their roles.
• Learning ladder for less experienced employees within their job duties which will allow them to be successful within their role while positioning for future advancement.
• The developed talent and establish workflows to allow team to exceed industry standards for client retention and new business success.
• Build cross functional relationships to support goals of organization

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INDMISC

At Holman we exist to provide rewarding careers and better lives for employees and their families. We hire train empower and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better we have to do better and to do better we must know better. Thats why we are listening open to learning new things about ourselves and each other. We will never stop striving for improved diversity equity and inclusion because we are successful together when we feel trusted and supported. Its The Holman Way.

At Holman your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family Holman is proud to offer you the benefits you deserve; including protection against illness disability loss of work or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays Bereavement and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement

Benefits:

Regular Full-Time

We offer excellent benefits including health vision dental life and disability insurance and 401(k) with company match. Our time off benefits include Paid Time Off (PTO) paid holidays bereavement and jury addition we offer paid pregnancy and parental leave and supplemental paid military leave to eligible employees.

Temporary or Part-Time

In geographic areas with statutory paid sick leave part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Pay:

Artificial Intelligence Statement

To maintain the integrity and authenticity of our hiring process we kindly request that all candidates refrain from using artificial intelligence (AI) tools to generate assist with or enhance any part of their application materials (including resumes cover letters written and verbal responses and images) or during any stage of the interview process. We value genuine original work that reflects your personal experience skills and communication style. As part of our commitment to a fair and transparent evaluation process please be advised that we may use technology to detect AI-generated content submitted by candidates. Candidates found to have used AI assistance in violation of this policy may be disqualified from consideration.

Equal Opportunity Employment and Accommodations:

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.

If you are a person with a disability needing assistance with the application process please contact

This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.