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Account Executive - Insurance

Account Executive - Insurance

Holman Enterprises, Inc.USA, New Jersey, Maple Shade
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Job Inputs :

  • Manage the daily underwriting, servicing and processing of all insurance transactions for a client.
  • Thoroughly review all exposures for a client and match the appropriate coverages and insurance products that best fits their needs.
  • Understand and adhere to the Underwriting Guidelines for each of the programs a client is insured with.
  • Coordinate all billing and accounting transactions with client, agent, fleet & mobility, accounting departments and reinsurers monthly and as needed.
  • Effectively manage the new business and renewal cycle for all clients including updated Acords, drivers lists, vehicle lists, CAB and IFTA reviews if needed, loss analysis, web site reviews, supplementals as needed.
  • Ongoing communication with client, management, fleet & mobility, and carrier as needed throughout the life cycle of an account.
  • Review claims loss runs on all PMA Program Accounts monthly for any red flags. Communicate with fleet & mobility and client as needed including coordinating claims reviews.
  • Keep current and effectively manage all clients in Epic (Account Management System). Insure file documentation is in compliance with best practices.
  • Assist with carrier and other audits as needed.
  • In conjunction with Supervisor and Manager, identify areas for improved workflow efficiencies.
  • Assist in the training of new Account Executives.
  • Mentor to Junior teammates
  • Perform Account Executive Duties on Assigned book
  • Perform all other duties and special projects as assigned

Education and / or Training :

  • Bachelor’s degree preferred
  • CIC, CPCU, ARM or other Professional Property and Casualty designation a plus
  • Property and Casualty Licensed a plus
  • Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint)
  • Proficient in the use of the EPIC operating platform

    • Relevant Work Experience :

  • 10+ years’ experience in P & C Brokerage Operations and Marketing as an individual contributor or team leader.
  • Thorough understanding of Property and Casualty coverages, policies and understanding of marketplace and markets.
  • Experience managing $500,000+ premium accounts.
  • Experience in reviewing and improving processes, methods, and tools to increase efficiency and accuracy.

    • Planning / Organizing / Managerial Knowledge :

  • Provides non-leadership support to a group of primarily Professional and para-professional level staff.
  • Works with departmental leadership to work through day-to-day decisions within department
  • Excellent organizational skills and attention to detail
  • Excellent time management skills, with a proven ability to meet deadlines
  • Plans and prioritizes work efficiently and effectively, delegating when appropriate
  • Ability to prioritize and reprioritize daily.
  • Understands how role ties into the organization’s vision and purpose
  • Ability to monitor each clients performance as well as individuals book of business and take action when performance is not meeting expectations
  • Identifies and removes barriers to effective teamwork with all stakeholders.
  • Removes obstacles that impede progress and goal attainment.
  • Applies management expertise to improve efficiency and accomplish operational objectives within own area of responsibility or department
  • Adjusts quickly to new or changing work environment
  • Identifies and resolves operational problems using defined processes, expertise and judgement
  • Decisions are guided by policies, procedures and business plan; receives guidance and oversight from supervisor and / or manager

    • Communicating & Influencing Skills :

  • Excellent verbal and written communication skills.

    • Responsible and accountable for the communication process within team and with Sales Team

  • Able to clearly articulate the department’s vision for the future
  • Sets clear and agreed upon performance objectives and standards
  • Excellent interpersonal and customer service skills.

    • Actively solicit feedback; share and address; adjust plans as necessary; follow through

  • Recognize and reward the contributions of team members
  • Promote camaraderie among team members
  • Help people see the role they can play in supporting the advancement of the vision and purpose
  • Interprets customer needs and assesses requirements to meet needs
  • Interaction with others requires understanding, influencing and supporting people, through applying technical knowledge or rational arguments, aimed at causing action or acceptance by others

    • Outputs :

  • An established and developed workflow process within the Middle Markets Operations team in :

    • Marketing of new Business

  • Marketing of renewal Business
  • Consistent workflows for servicing of client allowing for easy transition between colleagues.
  • Defined performance standards for fair and objective evaluation of individual contributor’s performance within their roles.
  • Learning ladder for less experienced employees within their job duties which will allow them to be successful within their role while positioning for future advancement.
  • The developed talent and establish workflows to allow team to exceed industry standards for client retention and new business success.
  • Build cross functional relationships to support goals of organization

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    Insurance Account Executive • USA, New Jersey, Maple Shade