VP, Commercial Lines
3 weeks ago
MUST:
- 5+ years of commercial lines experience minimum
- 5+ years as an account executive in commercial lines min
- Comes from agency side not carrier side
- P&C license in Ohio
- Comfortable with small and large accounts
- Experience Issuing coi’s, handling claims, handling renewal marketing process, being face to the client
- Must be client facing
- Experience with knowing the marketplace. – knows and works with the insurance carriers. Works with multiple carriers.
- Someone who can handle multiple policies at once.
- Good with working for a Family owned insurance company.
DAY TO DAY: Our client, a family owned and fast-growing insurance company based out of Cleveland, OH is seeking a Senior Account Executive/VP to join their commercial lines team. This position is hybrid in Cleveland and a full time position. The ideal candidate will be enthusiastic about risk management and possess a proven track record of working well in a team setting to promote the production of new accounts and retention of existing accounts. The ideal candidate will work on cross-selling and creatively execute successful marketing strategies. The ideal candidate will provide prompt, efficient, and high-quality service to clients and prospective clients. The best candidate will have the marketing acumen to find and execute new business as the opportunity arises.
Set up new business and renewal submissions.
Prepare applications and request underwriting information needed; forward to the client
Order historical loss data
Prepare Specifications and Proposals
Review quotes; negotiate pricing/terms
Marketing/Binding, gathering additional information as required
Forward binders, COI’s, EPI’s. ID cards and invoices
Review/process policies when received
Update applications in EPIC with renewal information and subsequent changes
Review/process endorsements when received
Client visits, as necessary
Issue/request/review binder extensions when applicable
Issue midterm COI’s/EPI’s when requested
Billings/Invoicing/Accounting Discrepancies
Bill Risk Management fees (monthly, quarterly or annually)
Contract review as necessary; provide recommendations
Claims handling, Process Audits, Follow up on activities daily, Follow up on cancellations, Finance Agreements, Prepare premium allocations, Policy changes
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