Job Description
Job Description
Commercial Line Account Executive (HOA Client Specialist - Not a production role)
Salary : $85,000 - 100,000 with comprehensive and competitive benefits package. Salary will depend on experience and skill level.
Location : Mountain View, CA (Fully Remote available for local candidates only)
Job Summary
Independent Agency / Insurance Broker is searching for an experienced Account Executive / Manager to join their team. Account sizes range from medium to large market.
This position may work partially or fully remote, responsible for maintaining client relationships and managing client's insurance portfolio.
This is not a sales position and there is no production requirement. There will be support staff in place to assist with routine processing tasks like providing certificates, endorsements, and some of the more routine account servicing tasks.
Duties and responsibilities include but are not limited to :
- Coordinating annual marketing efforts and carrier negotiations
- Providing detailed cost and coverage analyses
- Answering client policy and coverage questions
- Consulting with clients on mid-term policy changes
- Providing monthly reporting of client values to carriers
- Review loss analysis
- Complete risk management analysis
- Complete action steps necessary to close renewals including gathering and researching risk management / insurance and renewal data for marketing.
- S / he secures the renewal of existing business with assigned accounts and oversees activities related quality of service provided to clients.
- The position involves client facing opportunities and attending HOA meetings.
Required
- P&C License required
- Stable employment history - job hoppers please do not apply
- Independent agency experience required
- Experience with commercial real estate and HOA insurance required.
- Excellent contract knowledge and effective negotiation skills with insurance carriers, brokers, wholesalers and alternative risk markets
- Ability to provide first class service to assigned accounts
- Ability to communicate verbally and in written form with clients (C-level executives / executive management), insurance company personnel and other vendors, third parties
- Experience with Microsoft Office (Word, Excel, Powerpoint, etc.)
- Experience with AMS360, TAM, or EPIC agency systems.
All inquiries and interest will be kept confidential
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