Commercial Lines Senior Account Executive

About the role

The Senior Account Executive assists in the production of new and renewal accounts, providing in-depth risk management support for high-profile customers. Key responsibilities include market development, service, retention, risk analysis, proposal preparation, and negotiation.

Responsibilities

• Market, service, develop, and retain assigned accounts
• Meet established account development and retention objectives
• Perform risk analysis surveys, obtain renewal information, complete applications, and deliver policies
• Coordinate efforts of loss control or other services and resolve service problems
• Seek the most cost-effective requested insurance coverages and provide additional resources for the client
• Negotiate with insurance companies for proper coverage options
• Absorb and present renewal proposals independently of the producer
• Handle a book of business with limited or no producer direction
• Conduct renewal meetings with customers
• Prepare/make presentations of insurance programs to key accounts/prospects
• Participate in seminars and training to maintain licenses and develop skills
• Provide leadership and mentoring for Account Executives, Senior Account Managers, and Account Managers
• Support the Department in meeting annual training goals

Requirements

• 7-9 years previous commercial lines/agency operations experience, focusing on large commercial lines and/or high-profile commercial lines customers
• 2-4 years of previous Account Executive experience
• Resident Insurance Agent/Producer License for operating state Property and Casualty (or the ability to quickly obtain)
• Bachelor's degree in business or other related discipline preferred
• CPCU, CIC, CRIS, CRM, ARM, or other related designations preferred

Qualifications

• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Effective communication skills, both verbally and in writing
• Excellent interpersonal skills, able to interact effectively with colleagues and managers
• Willingness to promote and maintain a team environment, willing to find accommodating solutions for customers, companies, and the Agency
• Ability to adhere to company policies and maintain strict confidentiality

Skills

• Ability to conduct renewal meetings with customers
• Ability to present renewal proposals independently of the producer
• Ability to handle a book of business with limited or no producer direction
• Ability to absorb and present renewal proposals independently of the producer
• Ability to seek the most cost-effective requested insurance coverages
• Ability to prepare proposals and evaluate and recommend other lines of coverage
• Ability to provide additional resources for the client as needed
• Ability to negotiate with insurance companies for proper coverage options
• Ability to coordinate efforts of loss control or other services
• Ability to resolve service problems
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to operate a computer workstation, including keyboard and video display

Benefits

Not specified

Pay

Not specified

Schedule

Not specified