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Senior Account Executive

2 months ago

Billings, Montana, United States Brunswick Companies Full time
About Brunswick Companies

Brunswick Companies is a family-owned business with a rich history of providing insurance, risk management, and surety products across the nation. Our commitment to developing and mentoring all employees has created a dynamic environment where passionate individuals can thrive and excel.

About the Role

We are seeking a talented and experienced Senior Account Executive - Vice President of Commercial Lines to join our team. 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.

Key Responsibilities
  • Set up new business and renewal submissions
  • Prepare applications and request underwriting information needed; forward to the client
  • Prepare Specifications and Proposals
  • 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
  • Process Audits
  • Follow up on activities daily
  • Follow up on cancellations
  • Finance Agreements
  • Prepare premium allocations
  • Policy changes
  • Stay informed about industry developments and emerging trends
  • Other duties as assigned
Requirements
  • Proficiency in insurance industry software and tools (preferably the Applied Systems Software Family)
  • Proficient with Microsoft Office Suite
  • Proficient with Adobe
  • Professional designations such as CPRM, CPRIA, CIC, or CPCU are a plus
  • Excellent written and verbal communication skills
  • Ability to think creatively and strategically, with a results-driven mindset
  • Ability to work independently and collaboratively in a fast-paced environment
  • Ability to prioritize and multi-task
  • Highly Organized
  • Growth mindset and willingness to learn
Benefits
  • Competitive salary based on experience and qualifications
  • Group benefits for health, dental, vision, long-term disability, and life insurance
  • 401(k) retirement plan with company match
  • Flexible spending and health savings accounts
  • Training and paid education benefits (designations, CE, etc.)
  • Paid time off (PTO) for vacation and personal days
  • Bonus birthday holiday
  • 10 full holidays plus 5 days that we close at 12 Noon prior to full-day holidays
  • Opportunities for career advancement and professional development
  • A supportive and inclusive company culture that values diversity and teamwork