Account Executive

The Account Executive builds, strengthens, and expands client relationships while serving as a strategic partner across all levels of the organization. This role leads internal resources to address client needs, including risk identification and the resolution of underwriting, policy, accounting, and claims issues, ensuring clients receive comprehensive and responsive service.

Responsibilities

Accurately review and monitor various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc.; May be involved in preparation of such documents for complex risks; Ensures documents reflect policy coverages as quoted, proposed and bound; Use discretionary judgement to negotiate commission/fee-based pricing of services, ensuring account profitability for the scope of service and costs associated with the client service agreement; Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers; Collaborate with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing; Assist Producers with any new business calls and implementation of new business for newly assigned accounts as a resource; Manage complete renewal process on Select business tied to Middle Market accounts as directed by Producers; Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal; Handle a diverse range of insurance products in the Commercial Lines arena; Submit complete and accurate renewal information to the incumbent carrier(s); Prepare Insurance Coverage Review documents; Bind coverage with the carrier(s) in accordance with the client’s instructions; Responsible for the day-to-day account management of client accounts

Requirements

Strong technical knowledge of coverage in all commercial lines insurance coverage; 1+ years generalist commercial insurance experience; Proficient in Microsoft Office Suite; AMS360 experience / ImageRight

Nice to have

Active 2-20 License; Insurance designation

Benefits

Medical/Rx; Dental; Vision; Life Insurance; Disability Insurance; ESPP; 401k; Student Loan Assistance; Tuition Reimbursement; Free Mental Health & Enhanced Advocacy Services; Paid Time Off; Holidays; Preferred Partner Discounts