Account Executive - Commercial Lines

<p><strong><u>POSITION SUMMARY</u></strong>:</p> <p>The successful candidate will provide client service assistance and support to specified producers and their commercial clients by telephone and E-mail. Provide ongoing support to clients in person including on-site visits to the client Assist with both new client presentations and renewals by performing the following duties:</p> <p><strong><u>JOB DUTIES</u></strong>:</p> <ul> <li>General Duties</li> <ul> <li>Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.</li> <li>Accept coaching and direction from supervisors and managers, in compliance with the Agency's policies and procedures.</li> <li>Ability to field telephone inquiries from clients about their current coverage and insurance contracts as well as general questions about insurance.</li> <li>Assist in the resolution of claims issues with carriers.</li> <li>Provide ongoing, in-person consulting with assigned clients to maximize our retention of accounts. This may entail coordinating service issues with the account service manager assigned to the account and, if needed, assisting personally with the resolution of complex service and billing issues Follow established departmental and agency processes and procedures, tracking activities, client history, and communication with client and documenting them in agency system.</li> <li>When requested, monitor specified producer email inbox so general and time-sensitive client service requests can be handled while they are out of the office.</li> <li>Assist CSMs with technical coverage and contract reviews.</li> </ul> <li>Renewal Clients</li> <ul> <li>Ability to work with producer to determine client's needs at renewal and then coordinate the data collection and proposal preparation of appropriate proposals from insurance carriers to meet those needs within a specified timeline.</li> <li>Work with producers on renewals and coordinate internal functions so that the producer receives all necessary renewal information and proposals on a timely basis.</li> <li>Lead the Renewal Timeline process, including:</li> <ul> <li>Assist producer and often times lead the marketing effort of commercial accounts to the carriers at renewal including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client's needs and negotiation of final rates and coverage with carriers and other vendors as appropriate.</li> <li>Work with marketing team or Client Service Manager to prepare renewal for submission to marketplace.</li> <li>Follow up marketing tea