Full Job Description
The Account Executive will work closely with clients to manage the marketing & service processes for our largest and most complex Risk Management/National accounts. The Account Executive will work across all aspects of the client service and delivery processes
Client Duties & Responsibilities:
• Coordination of brokerage teams, risk control, claims, financial lines - essentially making sure all service are delivered and expectations are met.
• Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients
• Assist with renewal meetings to present results to established client contacts
• Participate in client meetings and lead when necessary
• Understand complex financial analysis and claims data
• Participate as needed in Prospect presentation meetings
• Identity and facilitate possible areas for expanded business with existing clients
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Assist in data analysis to determine program structure options
• Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
• Oversee implementation process
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
Qualifications:
• Bachelor's Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 10+ years of commercial insurance work experience with large accounts is required•
• Excellent communication skills, both verbal and written•
• Strong multitasking & time management skills•
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)•
• AI knowledge a plus
• Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge
• Professional in appearance and business conduct with strong customer service
• Ability to travel to client and prospect meetings approximately 20% of time
#LI-Remote
#LI-AA1
Click here for some insight into our culture!