Join Our Talent Community! - Account Executive

Primary Responsibilities

• Prepare submissions for Company accounts, including new/renewal business, market Company accounts as appropriate, and prepare and present proposals for Company accounts, including on-site meetings as appropriate.
• Oversee quality control and compliance duties to ensure adherence to regulatory standards and company policies.
• Prepare change requests for Company and Company accounts.
• Review audits, policies and endorsements for accuracy.
• Initiate new account files in related agency management system.
• Invoice Company accounts (agency bill transactions).
• Aid Company and carriers with collections.
• Aid Company with carrier audits, including audit disputes.
• Prepare and implement marketing strategies, particularly with respect to upcoming expirations (within 120 days).
• Manage account cancellations as appropriate, including communicating with Company’s carriers and clients to address cancellations, ensure continuation of coverage, and mediate any issues or disputes related to cancellation.
• Manage carrier memos and process updates.
• Manage Company account requests, including requests for ID cards, evidence of property, certificates of insurance, binders, policies and related documents.
• Evaluate Company accounts’ exposure and risk in determining appropriate markets for obtaining quotes.
• Select carriers for Company accounts using experience, expertise, judgment and discretion.
• Obtain quotes for coverage, negotiate with carriers regarding coverage terms, and interpret coverage for clients.
• Recommend additional coverage to Company clients based on client needs.
• Delegate assignments to administrative assistants, as appropriate.
• Manage Company accounts by, among other duties, keeping other team members fully informed of all important activities on Company accounts.
• Manage Company receivables, renewals/expirations, as appropriate.
• Act as Company liaison with carriers and clients regarding complaints, claims, and grievances related to assigned accounts.
• Attempt to resolve complaints, claims, and grievances related to assigned accounts using experience, expertise, judgment and discretion.

Qualifications

• Minimum 5 years’ experience handling commercial lines accounts.
• Education requirement: High school diploma or equivalent is required, college degree preferred.
• Active DOI P&C License required.
• Knowledge of AMS360 OR Epic system or similar agency management system.
• Located in Pacific or Mountain Time Zone.