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Business Account Executive
2 months ago
This position involves overseeing and coordinating accounts within Maury Donnelly & Parr, with a particular emphasis on various preservation entities, performing arts venues, historical landmarks, museums, community organizations, heritage hotels, places of worship, commercial properties, and other significant historical sites.
Key Responsibilities:
- Oversee assigned accounts and evaluate them for suitable coverage
- Develop and present final proposal presentations and analyses
- Verify endorsements for precision
- Promote accounts and assess placements
- Recognize cross-selling prospects and execute coverage suggestions
- Ensure insurance documents are accurately prepared
- Monitor claims and identify accounts with high claim activity
- Manage agency billing in accordance with service standards
- Execute additional duties as required
Qualifications:
A Bachelor's Degree or 1-2 years of relevant experience/training
Property and Casualty Insurance License is mandatory
Essential Skills:
- Customer Service Orientation
- Effective Oral Communication
- Organizational and Planning Skills
- Professional Demeanor
- Proficient Written Communication