Commercial Lines Account Executive / Team Lead

Description

Position Overview :

The Account Executive's main role is to ensure customer satisfaction and client retention by delivering timely, consistent and exceptional service for a large / complex book of business. The incumbent performs every function within the department, shares responsibility of the department in the event of an absence and helps other departments when needed.

Key Responsibilities

• Independently manage client relationships and ensure superior service.
• Lead team of Account Managers
• Coordinate with Sales Executive to obtain necessary information and collaborate on strategies for managing risk. Resolve complex servicing issues, perform coverage reviews, determine coverage gaps, and advise clients on risk management solutions. Perform routine day-to-day servicing.
• Partner with Sales Executive to discuss renewal strategy and prepare professional and accurate summary of insurance and / or stewardship report. Prepare quality submissions to carriers, review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to our clients. In person visit with clients as needed.
• Perform contract review with respect to insurance requirements and issue non-standard certificates. Maintain a suspense system to follow up on outstanding items. Collaborate in a professional manner with all clients, carriers and teammates.
• Responsible for data integrity of information within the agency management system.
• Maintain and prioritize workload, including work assigned to Account Technician by AE. Maintain familiarity with and follow agency workflows and procedures.
• Coordinate loss control functions along with the Sales Executive. Coordinate claim reviews as required with carrier or agency claim staff. Assist account with setup of worker's compensation panels, safety committees and reviews outstanding loss control.
• Lead / Perform special projects with the advice and guidance from Supervisor / Management. Coach and mentor others.
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by the company’s risk management program.

Skills, Knowledge and Expertise

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position :

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position :

Skills Required to Perform the Primary Responsibilities of this Position :

Licensures / Certifications Required to Perform the Primary Responsibilities of this Position :

Property and Casualty Insurance License in the state of PA required.  Insurance designation preferred.

Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.