Account Executive

About the role

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a P&C Account Executive to join our growing team in Milwaukee, WI.

Responsibilities

• Develops knowledge of a client’s business and industry and their specific risk profile though their business model, asset portfolio, product and cash flow, loss history, etc.
• Identifies the client’s exposure to loss and the means to address them; predominately through insurance risk transfer.
• Identifies tolerance to risk retention and service needs and protocols.
• Collaborates in the development of a marketing plan to include creation of insurance specifications, time lines and complete market selections.
• Negotiates with underwriters on behalf of our clients to develop the best program.
• Creates insurance proposal to compare competitive insurance program options and recommend the best program for our clients.
• Monitors the risk transfer process: binder issuance, policy issuance reviews, service delivery, etc., for accuracy and timeliness.
• Accurately completes the Renewal Information Request.
• Develops and maintains relationships with underwriters and other service providers.
• Keeps abreast of changing market conditions and innovations.
• Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews.
• Promptly and accurately responds to client requests. If responsibilities are delegated, follows through to ensure client received timely response.
• Provides leadership to others on team and at company. Typically responsible for managing the work of others on the account.
• Provides performance related feedback to others and assists them with their professional development.
• Participates in identifying new business opportunities.

Requirements

• 5 or more years of experience in the industry and licensed as a Producer of Property and Casualty in applicable state.
• Insurance designation preferred.

Qualifications

• Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations and benefits of each as well as the B&B philosophy regarding these products and services.
• Expertise in the insurance industry with a demonstrated ability to explain our capabilities relative to our competitors.
• Strong oral and written communication skills including the ability to connect with an audience and speak persuasively and succinctly. Demonstrates good listening skills to enhance understanding and probes effectively.
• Strong attention to detail.
• Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
• Demonstrates a sense of urgency.
• Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality.
• Develops and maintains a working knowledge of B&B systems.
• Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs.
• Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.
• Ability to work in a team environment that is constantly changing.
• College degree preferred.
• Participates in continuing education in order to maintain the appropriate level of credentials.

Skills

• Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations and benefits of each as well as the B&B philosophy regarding these products and services.
• Expertise in the insurance industry with a demonstrated ability to explain our capabilities relative to our competitors.
• Strong oral and written communication skills including the ability to connect with an audience and speak persuasively and succinctly. Demonstrates good listening skills to enhance understanding and probes effectively.
• Strong attention to detail.
• Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
• Demonstrates a sense of urgency.
• Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality.
• Develops and maintains a working knowledge of B&B systems.
• Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs.
• Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.
• Ability to work in a team environment that is constantly changing.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Additional information regarding this policy can be found on our careers page.

Schedule

Typically full-time, but some flexibility may be available.

Pay

Competitive salary and bonus structure based on experience and performance.