Commercial Lines Account Executive

Account Executive

The Account Executive is responsible for assisting in the production of new, and renewal, accounts, in keeping with agency and individual producer goals. The Account Executive provides field service in support of producer activities, as well as maintains high service standards.

Essential Functions :

• Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
• Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problems
• Retain and develop accounts by making recommendations regarding risk handling to the Producer and / or Customer
• Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed
• Negotiate with the insurance companies for the most proper coverage options and competitive prices
• Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
• Attend sales meetings and keep abreast of all new sales programs
• Maintain client files on the computer system and use a computer system to perform all transactions
• Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
• Refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Additional Responsibilities :

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Knowledge, Skills, and Abilities :

Qualifications :

Working Conditions and Reasonable Accommodations :