Bachelor's degree required (experience may substitute for degree)
State-specific license required
5-7 years of relevant experience
Excellent verbal and written communication skills
Strong multitasking and time management abilities
Proficient in Microsoft Office (Excel, PowerPoint, Word)
Professional demeanor with customer service orientation
Responsibilities
Manage the renewal process and ongoing service needs for clients
Demonstrate technical proficiency in all coverages serviced by the team
Organize and streamline team activities for efficiency
Negotiate skillfully with internal and external groups
Present results and assist in renewal meetings
Participate in client meetings and lead discussions as necessary
Analyze financial data and claims to inform decision-making
Prepare and process renewal submissions for marketing
Evaluate quotes for accuracy and compile into spreadsheets
Create comprehensive client presentations with relevant materials
Submit sold business to the insurance market and oversee implementation
Review and correct documents issued by insurance companies
Cultivate and maintain relationships with clients and insurance carriers
Benefits
Strong emphasis on professional development and growth opportunities
Collaborative team environment that supports knowledge sharing
Access to ongoing training for skill enhancement
Potential for involvement in complex financial discussions
Opportunities to build lasting client relationships
Full Job Description
The AVP, Account Executive, Financial Lines role manages the placement/marketing and advisory service process for private company clients in order to meet individual and department production goals.
Duties & Responsibilities:
Manage all aspects of the renewal process, new business preparation and ongoing service needs for clients and prospects, along with Producers, other Account Executives, Claims team, Account Managers and other team members
Technically proficient in all coverages serviced by the team
Strong time management skills; knows how to organize people and activities; strong understanding of how to separate and combine tasks into efficient work flow; proactive with own process and that of team members
Ability to negotiate skillfully in tough situations with both internal and external groups
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
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
Submit sold business to insurance market and oversee implementation process
Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
Establish and maintain a good business relationship with clients, insurance carriers and colleagues
Other duties as assigned
Qualifications:
Bachelor's Degree required; substantial work experience may be considered in lieu of degree
State specific license is required
5-7 years relevant experience
Excellent communication skills, both verbal and written
Strong multitasking & time management skills
Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word)
Professional in appearance and business conduct with strong customer service
