Account Executive, Personal Lines

Responsibilities

• Total account responsibility, while utilizing Assistants for endorsements, follow-up, claims, etc.
• Respond to clients same day via email or phone.
• Account Management – all duties usual to an Executive Account Manager.
• Independently managing account issues and problems and providing solutions.
• Thorough analysis of forms, policy terms, conditions, and coverage issues.
• Demonstrated ability to resolve complex issues with clients, staff, and carriers.
• Loss trends and analysis, including claims support.
• Capable of managing and balancing many different relationships (clients, staff, carriers).
• Able to manage renewals without the guidance from Producers.
• Conduct various training sessions for clients, including Managers training for private client coverage and carrier awareness and various strategic training.
• Cross selling other lines of coverage when meeting with clients.
• Active participation in client presentations for new and renewal business.
• Development of new business and renewal strategies – including preparing specifications and submission material for marketing, securing underwriting information and analyzing existing coverage as well as making recommendations to clients.
• Awareness and in-depth knowledge of current marketplace for account placement including coverage enhancements, price negotiations and alternative risk services.
• Presenting Insurance 101 training – externally and internally.
• Evaluate insureds issues and needs, while communicating renewal strategy to Account Managers.
• Meet regularly with insureds for renewal strategy, deliver renewal presentations and continue to build relationship throughout the year.
• Travel for clients and carrier meetings, customer events, association events and conferences including occasional overnight travel.
• Utilize risk management platforms and conduct on site risk audits for prospective clients.
• Attend loss prevention and similar meetings on site and prepare clients for such meetings.
• Network with underwriters; may occasionally occur outside of normal office hours.
• Attend sales meetings, participate, and help prepare annual sales planning and strategy sessions.
• Keep Manager and Producer(s) regularly informed, on a weekly basis.
• Special Projects and other duties – as assigned.

  Requirements

  • Education – High School graduate/GED.
  • Minimum of three years of relative industry working experience.
  • Must have an active insurance license (P&C).
  • CIC designation or similar preferred.
  • Working knowledge of Microsoft products – particularly Outlook, Word, Excel & PowerPoint.
  • Professional demeanor and behavior are required.
  • Must be organized and able to manage time effectively, in order to meet deadlines.
  • Must communicate effectively – spoken and written.
  • Must be able to effectively direct client presentations.
  • Must work well in a team-based environment and collaborate with peers.
  • Must be able to travel to visit clients and attend industry functions as necessary.

  Compensation

  The base salary range for this position is $80,000 to $105,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details are available at https://www.heffins.com/about-us/careers.