Commercial Lines Account Executive
1 week ago
Position Title: Commercial Lines Account Executive | Team Supervisor
Salary: $90,000 - $110,000 plus comprehensive health benefits
Overview: As a Commercial Lines Account Executive or Client Relationship Manager within our innovative insurance organization, you will act as the primary representative for Producer-assigned accounts. This position involves both servicing and solicitation responsibilities. You will oversee a mid-market portfolio and lead a dedicated service team, ensuring exceptional client management and business development.
Key Responsibilities:
- Client Services: Independently manage client relationships and services with minimal oversight from Producers.
- Team Leadership: Direct and oversee a service team to effectively manage a mid-market portfolio.
- Client Engagement: Participate in interviews and respond to RFPs, ensuring strong client engagement.
- Renewal Management: Analyze and present renewal options, sell renewal business and additional coverage lines.
- Promotion: Promote various agency services through tailored Producer Service Proposals.
- Expert Analysis: Provide expert analysis and recommendations on clients' existing coverage plans.
- Carrier Selection: Select carriers for solicitation, negotiating beneficial terms and premiums.
- Client Support: Address and resolve client inquiries, including benefits and claims issues.
- Contract Management: Review and ensure the accuracy of client coverage contracts and amendments.
- Vendor Negotiation: Manage and negotiate contracts with third-party vendors on behalf of clients.
- Team Oversight: Oversee and support a dedicated service team, ensuring effective collaboration and performance.
Qualifications:
- Education: Bachelor's degree or an equivalent combination of education and experience.
- Experience: 5-7 years of relevant work experience in the insurance field.
- Certifications: Designations such as CIC, CISR, CSRM, AAI are a plus.
Skills:
- Exceptional verbal and written communication abilities.
- Strong problem-solving and time management skills.
- Teamwork-oriented mindset.
- Proficient in planning, organization, and prioritization.
- Well-versed in Microsoft Office Suite, AMS360, or EPIC.
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