Account Executive

1 week ago


Needham, United States CivicMinds, Inc Full time

Job Responsibilities:

Acts as lead consultant and primary point of contact for a wide array of commercial clients of varying size and complexity

Maintains responsibility for overall client relationship, account retention and the accurate and timely delivery of exceptional service

Educates and advises clients on insurance needs based on a comprehensive understanding of their business. Identifies & recommends products/insurance programs to meet such needs

Provides guidance, direction and oversight to Account Managers regarding marketing avenues and strategies, proposal and summary development, and problem-solving direction

Maintains relationships with insurance carriers and knowledge of their products. Guides, or actively facilitates, insurance carrier negotiations regarding coverage and pricing

Takes the lead in managing the renewal cycle, ensuring an appropriate strategy and execution of plan in accordance with workflows and procedures

Keeps clients apprised of emerging industry trends, events, and pertinent coverage considerations

Maintains accurate electronic client account records and adheres to agency procedures

Educates and mentors Account Managers in all aspects of role on a day-to-day basis

Management reserves the right to amend duties as might be necessary

Core Competencies:

Exceptional aptitude for customer service and nurturing long term, trusting relationships

Highly accountable, resourceful and flexible

Proven in-depth understanding of Commercial Lines Coverages

Outstanding presentation skills with a variety of audiences

Excellent written and verbal communication skills

Effective time management and problem-solving skills

Minimum of 3 years of commercial lines insurance experience in a Sales or Account Executive position

Property & casualty license required

Proficiency with standard technology resources


Compensation and Benefits:

Competitive compensation

Full-time benefits package including medical, dental, life, disability, and 401K

Healthy, positive culture


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