Account Executive

Position: Account Manager, Commercial Lines Property & Casualty

Base: $100K-$120K plus bonus DOE

Our client is a regional Commercial and Personal Lines P&C insurance agency that is experiencing growth. We are seeking an Account Executive who is highly motivated, professional and can learn our systems quickly. The role of Account Executive is to find markets for insurance policies, negotiate rates, obtain competitive quotes for our clients, assist producers with all aspects of winning new business and renewing existing business. The successful candidate will work in a team environment to secure the most competitive policies and handle all aspects of customer service and support.

Overview of Responsibilities

• Issue certificates of insurance as well as endorsements
• Ordering, pulling loss-runs
• Develops, maintains, and strengthens strong working relationships with clients, underwriters, and carrier representatives.
• Fields and responds promptly to inquiries from client, carriers, Producers, attorneys, and accountants.
• Support ownership of customer concerns and feedback until the resolution is successfully accomplished.
• Attends pre‐renewal meetings and discusses renewal exposures and strategy with clients.
• Assist in the new & renewal activities from start through close.
• Assist in preparing proposals, application, and other necessary policy records in coordination with Producers.
• Prepares summaries of insurance, schedules and proposals needed for account review.
• Assist with pre‐audit analysis and meets with client and carrier personnel at audits and inspections.

Overview of Required Skills & Experience

• 4+ years in the P&C industry
• P&C license required
• Solid and proven knowledge of P&C coverages
• Experience working with Habitational & Real Estate accounts
• AMS360
• BA or BS or relevant industry experience
• Microsoft Office
• Ability to work collaboratively