Account Executive

Essential Duties & Responsibilities

• Implement a growth strategy involving both new business and net book growth.
• Identify and prospect for potential new policyholders.
• Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers with a support team of experts and skilled professionals to assist.
• Manage assigned book of business and client needs.
• Improve client value proposition through the development of Proactive Services and building Proactive Timelines for high-ranking clients.
• Continuously develop and apply product knowledge, market changes, and underwriting skills to provide recommendations and suggestions regarding a client’s insurance program.
• Engage with clients (in person, via telephone conversations, or email) to discuss service needs.
• Execute on daily, weekly, and monthly prospect development activities.
• Identify exposures for the proper programming of an insurance program.
• Secure and develop the underwriting data necessary for complete submissions that meets agency underwriting guidelines for quality production.
• Execute an annual stewardship meeting 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 agency contact management system for all development activity.
• Develop relationships with and maintain communication with insurance carriers.
• Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques.
• Perform other duties and projects as assigned.
• Attend company sponsored seminars to attract and retain clients.