Account Executive, National Accounts

Relation Insurance Services • Charlotte, NC

1d • Onsite

About The Position

The Account Executive, National Accounts serves as a national resource for Relation, responsible for meeting the risk management and insurance needs of Relation’s largest, most complex clients. The Account Executive, National Accounts will oversee existing and new client relationships, delivering an elevated, industry-leading client service experience. This position requires advanced commercial P&C expertise related to both first-party property risk and third-party casualty risks, as well as a robust network of carrier relationships.

Requirements

• 7+ years’ experience in the insurance industry with a focus on Commercial Lines.
• A Property and Casualty License from state of domicile is required and must be maintained.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
• In-depth understanding of all aspects of commercial lines of coverage.
• In-depth knowledge and understanding of risk management and loss control.
• Exceptional knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Strong analytical and mathematical skills.
• Advanced skills in Microsoft Office with excellent PowerPoint and presentation skills for both in-person and virtual sessions.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Ability to work independently and as part of a team.
• Willingness to adhere to all principles of confidentiality.
• Ability to travel up to 10% of the time as needed.

Nice To Haves

• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
• College degree preferred.

Responsibilities

• Oversees client service for a growing portfolio of clients with a complex risk profile.
• Builds, expands and solidifies relationships with existing clients and leads appropriate resources to address the client’s risk management needs.
• Analyzes commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and controls.
• Understands client’s deficiencies in coverage and consults with them to ensure comprehensive coverage.
• Demonstrates technical competency and creates innovative solutions.
• Secures existing business and drives the sale of expanded service and capabilities.
• Develops and analyzes program and coverage options across lines of business.
• Presents new business or renewal proposals to client, in conjunction with team members when needed.
• Prepares and negotiates fees ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement.
• Gathers new business or renewal information to complete applications and related documentation for submission to appropriate insurance markets.
• Prepares account summaries, as required.
• Coordinates loss analysis and loss control activities in conjunction with claims and loss control specialists.
• Keeps producers fully informed of all important activities on their accounts.
• Manages stewardship/service agreements ensuring services are provided and deadlines are met.
• Adheres to pertinent laws, regulations, Relation’s compliance practices and external compliance requirements.
• Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency’s financial equity.
• Maintains and updates electronic files.
• Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Recommends process improvements as needed.
• Performs other projects, duties, and tasks, as assigned.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree