Account Executive

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Purpose: Provide account team product leadership.  Develop strong relationships with clients and a solid understanding of client risk exposures

Essential Duties and Responsibilities:

• Responsible for overseeing day to day processes in all aspects of clients insurance program cycle.  
• Analyze client’s loss exposures and determine coverage needs
• Interpret and utilize clients actuarial to benefit the insurance program structure
• Lead strategic insurance program efforts in conjunction with client
• Develop and maintain relationships with clients and assist in new business prospecting
• Keep current on marketplace changes and inform client as necessary.
• Generate documents and produce correspondence including summaries of insurance, schedules, and proposals for new and renewal business.
• Ensure proper utilization of product group resources to benefit the client (actuarial, claims, loss control, etc.)
• Attend required training sessions, courses, etc. to develop and maintain up-to-date skills and product knowledge.
• Maintain appropriate level of confidentiality of information processed.
• Follow all company policies and procedures
• Maintain appropriate state brokers licensing
• Other duties as assigned

Competencies:

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality. 
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

Qualifications:

• Bachelor’s degree including but not limited to Business and/or Risk Management, and/or 8-10 years of related insurance experience.
• Must have or be able to obtain the appropriate state brokers licenses. 
• Ability to establish work priorities and manage time effectively. 
• Ability to use initiative and good judgment in accomplishing tasks with minimal errors/Must possess critical thinking skills.
• Establish and maintain effective work relationships and to function in a team environment. 
• Excellent interpersonal and customer service skills.
• Ability to lead/command client and/or market discussions.
• Good listening skills.
• Proficiency in use of personal computers, including data entry, word processing and spread sheet applications. Proficient with Microsoft PowerPoint, Word and Excel.

Physical Requirements Necessary on a Regular Basis:

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
• Vision sufficient for use of a computer monitor.
• Ability to sit at a desk 7-8 hours per day.

Additional Requirements

• Leadership responsibility may be required
• Travel Required

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.