Account Executive

2 weeks ago


Pompano Beach, United States Bateman, gordon & sands, inc. Full time
Job DescriptionJob Description

General Description: Manage various large and complex Commercial Lines insurance accounts as the day-to-day client contact. Work in concert with an Account Manager and support team members on the largest and most complex accounts. Activities include but are not limited to direction for new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers.

Responsibilities:

  • Serves as the first point of contact for day-to-day communications for a group of designated accounts.
  • Develop and maintain effective long-term relationships with key client decision-makers and frequently monitor management and other changes within the client organizations to preserve and protect the Company's relationship with the client.
  • Mitigates account concerns or issues encountered, addresses problems in a timely manner and applies judgement as to when and what to escalate up to senior level colleagues.
  • Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients.
  • Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
  • Responsible for success of marketing and placement of client Commercial Lines insurance renewals.
    • With assistance from marketing, account managers and support team, prepare client applications for review.
    • Determine most-appropriate carriers for market pricing.
    • Analyze and compare carrier quotes and coverage offerings.
    • Rate and Coverage Comparison
    • Make insurance program recommendations to clients.
  • Manage client renewal expirations and avoid any lapse in coverage.
  • Complex negotiation with carriers on behalf of clients.
  • Field and support questions regarding policies, endorsements and audits as needed.
  • Champion client cross-selling initiatives and develop customer accounts.
  • Represent client interests in internal account strategy meetings.
  • Delegate administrative client tasks to assigned Account Manager and Account Representatives.
  • Provide account oversight and guidance when acting as a third-layer of account management on largest, most complex accounts.
  • Maintain an awareness of all large and potentially complicated claim related matters and assist claims personnel in the negotiation of equitable claim settlements on behalf of clients.
  • Respond to underwriters’ questions in a timely and professional manner.
  • Maintain a high degree of accuracy in agency management systems.
  • Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
  • Regular carrier interaction and frequent face-to-face meetings with underwriters
  • Identify when needed, create and implement Stewardship Reports and Service Calendars for appropriate clients

· Assist clients in contract review to ensure compliance to ensure mutually beneficial outcomes.

  • Identify accounts that would benefit from BGS Risk Control Services. Introduce and Cross Sell BGS Risk Management Services

Knowledge, Skills and Abilities:

  • 15+ years experience in a Commercial Lines agency. College degree preferred.
  • Expert understanding of Property & Casualty insurance.
  • Must hold a Property & Casualty insurance license.
  • Industry designation such as ARM, CIC, CPCU strongly preferred.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Knowledge of Sagitta / ImageRight preferred, but not required.
  • Strong communication and negotiation skills.
  • Able to work in a fast-paced, team environment with minimal instruction.
  • Keep informed about industry information, technology and trends.


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