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Senior Account Executive, Commercial Lines Specialist
2 months ago
We are seeking a highly skilled and experienced Senior Account Executive to join our team at Hire Point Recruiting. As a Senior Account Executive, you will be responsible for retaining and expanding an established book of business, focusing on delivering and creating additional value for clients.
Key Responsibilities- Client Relationship Management: Develop and maintain favorable relationships with new and existing clients and underwriters to ensure long-term client satisfaction and retention.
- Insurance Needs Analysis: Analyze insurance needs and market to insurers to secure optimal coverage and cost terms for all property and casualty clients.
- Quote Negotiation: Negotiate quotes and coverages with underwriters to obtain the most competitive terms.
- Customer Data Management: Input and maintain all customer-related insurance data into the corporate agency management system, Applied Epic.
- Exposure and Coverage Questions: Respond to exposure questions from underwriters and coverage questions from clients.
- Team Supervision: Supervise 1-2 Account Executives.
- Insurance Knowledge: Maintain awareness, learning, and technical knowledge of insurance coverages, industry changes, emerging risks and coverage solutions, competition, carriers, and other areas of business acumen to provide client and prospect advice and limit the agency's E&O exposure.
- Industry Participation: Maintain active participation in associations and networking groups relevant to the clients within the book of business.
- Coverage Expertise: Familiarity with various lines of coverage, with expertise in at least two of the following: General Liability, Property, Auto, WC, Umbrella/Excess, Crime, Cyber, D&O, Employment Practices Liability, Pollution, and Errors & Omissions.
- Proposal and Application Preparation: Prepare proposals, comparisons of coverage, schedules of insurance, underwriting schedules, and insurance applications.
- Communication and Interpersonal Skills: Possess excellent verbal and written communication skills, exhibit excellent interpersonal and negotiation skills, and demonstrate excellent organizational skills and attention to detail.
- Time Management and Analytical Skills: Possess excellent time management skills with a proven ability to meet deadlines, and demonstrate strong analytical and problem-solving skills.
- Education and Experience: College degree or demonstrated equivalent work experience, Property & Casualty Producers License, and 10 or more years of experience required.
- Preferred Skills: Familiarity with Applied Epic preferred.
