Account Executive - Commercial Lines

About the role

The successful candidate will provide client service assistance and support to specified producers and their commercial clients by telephone and E-mail. Provide ongoing support to clients in person including on-site visits to the client.

Responsibilities

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Absorb coaching and direction from supervisors and managers, in compliance with the Agency's policies and procedures.
• Field telephone inquiries from clients about their current coverage and insurance contracts as well as general questions about insurance.
• Aid in the resolution of claims issues with carriers.
• Provide ongoing, in-person consulting with assigned clients to maximize our retention of accounts. This may entail coordinating service issues with the account service manager assigned to the account and, if needed, assisting personally with the resolution of complex service and billing issues.
• Follow established departmental and agency processes and procedures, tracking activities, client history, and communication with client and documenting them in agency system.
• Monitor specified producer email inbox so general and time-sensitive client service requests can be handled while they are out of the office.
• Assist CSMs with technical coverage and contract reviews.
• Renewal Clients:
• Work with producer to determine client's needs at renewal and then coordinate the data collection and proposal preparation of appropriate proposals from insurance carriers to meet those needs within a specified timeline.
• Coordinate internal functions so that the producer receives all necessary renewal information and proposals on a timely basis.
• Lead the Renewal Timeline process, including:
• Prepare renewal for submission to marketplace.
• Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
• Review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation.
• Cook up the renewal presentation package with internal staff and assist producer with the presentations of the renewal to major clients.
• Cover client renewals and provide other services as required so that producer can maximize time for new business production.

New Business

• Provide analysis assistance to producer for new prospects related to W3 Advantage Services.
• Aid the producer and often times lead the marketing effort of commercial accounts to carriers, including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client’s needs and negotiation of final rates and coverage with carriers and other vendors as appropriate.
• Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
• Review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation.
• Cook up the renewal presentation package with internal staff and assist producer with the presentation to prospect/client.
• Actively pursue referral opportunities to other departments.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• A Bachelor’s degree; 3 to 5 years of related experience and/or training, or equivalent combination of education and experience.
• Working knowledge of Microsoft Word & Excel.
• Floirda 220 Property & Casualty license.
• Insurance designation equivalent to AAI or CIC, preferred.
• Experience with Epic software, preferred.

Benefits

Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.