Account Executive, P&C

Unison Risk Advisors•Phoenix, AZ

2d•Onsite

About The Position

The Account Executive provides efficient, professional, and courteous service to Commercial Risk clients. In conjunction with the team, the Account Executive plans and executes an appropriate service plan for each client. This role will build effective working relationships with each client in order to understand their unique insurance needs. The Account Executive will coordinate with service and sales as appropriate to create a meaningful and impactful client experience. In this role, you will contribute to the team by: Providing Gibson Client experience to existing accounts and potential clients, ensuring retention and client satisfaction Managing internal renewal processes and timelines for book of business along with meeting cadence with clients Assisting with preparation of new business and renewal submissions Leading implementation of new lines of coverage and carrier changes Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts Developing strategic solutions with the Consultant/Client Executive Creating presentation materials for client meetings Communicating with carriers in a professional manner to negotiate the needs of the client Using agency management tools effectively and consistently and ensures that the process and procedures are being followed and services are delivered timely Informing team of major developments, issues, renewals results, etc. as required Independently managing specific clients, ensuring retention and overall client satisfaction Attending onsite and offsite client meetings as necessary Acting as a backup to team personnel when necessary Maintaining confidential information Performing other duties and special projects as assigned

Requirements

2+ years of experience in a similar role at another insurance brokerage or within the insurance industry
Active Property and Casualty License

Nice To Haves

Love delivering great client experience
Are passionate about developing health and risk management strategies for clients
Thrive in work that requires an analytical thought process with a high level of problem-solving skills
Have a high attention to detail
Possess exceptional prioritization skills with the ability to meet multiple deadlines
Have superb communication skills, both written and verbal, and are comfortable and efficient in presenting to large groups
Have the ability to build strong relationships and connect well to all types of people
Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management
Enjoy prioritizing multiple projects/tasks and can adapt quickly to internal and external requests

Responsibilities

Providing Gibson Client experience to existing accounts and potential clients, ensuring retention and client satisfaction
Managing internal renewal processes and timelines for book of business along with meeting cadence with clients
Assisting with preparation of new business and renewal submissions
Leading implementation of new lines of coverage and carrier changes
Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts
Developing strategic solutions with the Consultant/Client Executive
Creating presentation materials for client meetings
Communicating with carriers in a professional manner to negotiate the needs of the client
Using agency management tools effectively and consistently and ensures that the process and procedures are being followed and services are delivered timely
Informing team of major developments, issues, renewals results, etc. as required
Independently managing specific clients, ensuring retention and overall client satisfaction
Attending onsite and offsite client meetings as necessary
Acting as a backup to team personnel when necessary
Maintaining confidential information
Performing other duties and special projects as assigned