Account Executive

About the role

A sales-oriented position requiring advanced communication skills and thorough knowledge of insurance products. The Producer pursues and closes sales of new and existing commercial lines while retaining a book of business, meeting the agency’s quality and service standards.

Responsibilities

• Implement a growth strategy involving both new business and net book growth.
• Identify and prospect potential new policyholders.
• Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers, supported by a team of experts.
• Meet aggressive new business revenue goals by developing one or two market niches.
• Manage an assigned book of business and client needs.
• Improve client value through Proactive Services and building Proactive Timelines for high-ranking clients.
• Continuously develop and apply product knowledge, market changes, and underwriting skills to provide client recommendations.
• Engage with clients (in person, via telephone, or email) to discuss service needs.
• Execute daily, weekly, and monthly prospect development activities.
• Identify exposures for proper programming of an insurance program.
• Secure and develop underwriting data for complete submissions meeting agency underwriting guidelines.
• Execute annual stewardship meetings with each client.
• Organize and direct monthly meetings with production teammates.
• Manage accounts receivable issues for your book of business.
• Comply with all agency underwriting and operational guidelines.
• Utilize the agency contact management system for all development activity.
• Develop relationships with and maintain communication with insurance carriers.
• Stay informed on insurance technical knowledge, market trends, agency automation, and company information.
• Support full utilization of automation systems, including personal commitment to technology capabilities.
• Attend company-sponsored seminars to attract and retain clients.
• Perform other duties and projects as assigned.