VP, Account Executive, Professional & Cyber Solutions

About the role

The Vice President, Account Executive manages the internal sales, marketing & account service processes for a dedicated book of business within the Professional & Cyber Solutions team. This position assists CAC producers and account executives on new and renewal business for eligible Professional & Cyber Solutions (PCS) practice clients and prospects. Primary responsibilities include client service, retention, and growth of the book of business, ensuring review of existing program policies/coverage for current clients, building and maintaining relationships with key client contacts and carrier representatives, attending seminars and carrier meetings, preparing new business and renewal submissions, analyzing quotes, assisting in data analysis, conducting vendor contract reviews, and supervising support staff.

Responsibilities

• Aid CAC producers and account executives on new and renewal business for PCS practice clients and prospects
• Primary responsibility for client service for a dedicated book of business within PCS
• Work alongside other teammates to retain and grow the book of business by achieving new business and retention goals
• Ensure review of existing program policies/coverage for current clients
• Demonstrate proficiency building layered insurance programs
• Build and maintain relationships with key client contacts and assist with overall client service
• Build and maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes, and market trends
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients, as opportunities occur
• Absent from renewal meetings to present results to established client contacts
• Coordinate with our data and analytics partner, Cybeta, to prepare cyber threat intelligence and limit recommendation analysis for clients
• Participate in client meetings and lead when necessary
• Participate as needed in prospect presentation meetings
• Prepare new business and renewal submissions for marketing; send and process complete submissions to the insurance market and oversee implementation process
• Analyze quotes for accuracy and prepare comparison of all quotes received
• Assist in data analysis to determine program structure options
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
• Understand complex financial analysis and claims data
• Conduct vendor contract review and provide guidance on insurance requirements
• Absent from supervising support staff to help manage workflow

Requirements

• Bachelor’s Degree required; State specific insurance license is required
• 6-8 years of relevant work experience preferred

Qualifications

• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products (Microsoft Excel, PowerPoint, Word, Publisher)

Skills

• Complex financial analysis and claims data
• Vendor contract review and guidance on insurance requirements

Benefits

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Pay

$150k-175k