Senior Account Executive Hybrid Schedule

1 month ago


Woodbury, United States National Client of Temp A Veteran LLC Full time

Job DescriptionJob Description

 General Commercial – Unilite #2

Job Specifications:

To service existing accounts and coordinate account activity primarily on middle-market insurance accounts. Must have real estate experience.

Functions & Responsibilities:

  • Service and monitor unit accounts and disseminate account activity
  • Evaluate existing coverages and make recommendations as needed
  • Round out accounts as opportunities arise
  • Review contracts as required
  • Receive, review, and forward invoices, policies, endorsements, and other documents as necessary
  • Prepare specifications and applications for marketing new and renewal business
  • Heavy client contact and insurance company interaction and negotiation as needed
  • Market specialized coverages as needed
  • Formulate a proposal for presentation
  • Authorize the release of Certificates of Insurance, Accord Binders, and Placement Requests
  • Review and audit policies for compliance with internal procedures and in accordance with binder specification
  • Client visits - as necessary to ensure client satisfaction
  • Attend staff and Account Executive meetings
  • Pursue a program of professional development
  • Apply (basic) proficiency of loss analysis, SIRs, Retrospective Rating/loss sensitive plans on account activity as needed
  • Assure proper disposition of items on expiration lists

Qualifications:

  • College degree or equivalent work experience
  • Minimum of 5-7 years experience in brokerage, consulting, insurance company
  • Must have a valid P&C license
  • Excellent analytical & problem-solving skills
  • Excellent verbal and written communication skills
  • Excellent interpersonal skills
  • Computer literate in Word, Excel, and PowerPoint
  • Highly detail-oriented
  • Ability to multi-task

Company DescriptionOur commitment goes beyond simply connecting job seekers with employers; it's about making a meaningful impact in the lives of veterans, civilians, and military spousesCompany DescriptionOur commitment goes beyond simply connecting job seekers with employers; it's about making a meaningful impact in the lives of veterans, civilians, and military spouses



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