As the main client contact and account coordinator for an assigned book of business, use appropriate judgment and decision-making skills to provide service for customer accounts and transactions, in support of the production and retention of the business. This position is responsible for building, expanding and solidifying relationships with clients at all levels with the company and lead appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues etc. As the Lead Account Executive, you will also be responsible for the training and mentoring of new Teammates.

How You Will Contribute:

• Service Commercial Accounts

• Client/Carrier Relationship Engagement

• General Coverage Knowledge and ability to counsel

• AE/AM/Producer Account Partnership Development

• Accompany Producer to Client Visits/Presentations

• Summary of insurance

• Insurance Coverage Review – Prepare with summary & give to producer for completion with the insured

• Obtain exposure and operation updates from the client or producer

• Get renewal applications and copies or prior applications

• Order current loss runs and other documents needed in the renewal/marketing process.

• Submit to the marketing department with all need info - or

• When a renewal is not referred to the marketing department:

• Submit complete and accurate renewal information to the incumbent carrier(s)

• Negotiate and obtain quotes

• Prepare the proposal for the producer

• Make sure the Insurance Coverage Review is completed, returned, and sent to the insured with an approved letter/email.

Licenses & Certifications:

• P&C Licensed

Skills & Experience to be Successful:

• High school diploma or equivalent

• Proficient with MS Office Suite

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality

• 3-5+ years insurance experience (preferred)

• Professional office environment experience (preferred)

• College degree (preferred)

#LI-KM1

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.