Account Executive, Property & Casualty

CAC Group • Mountain Brook, AL

3d • Onsite

About The Position

Responsible for marketing new and renewal business within a specific P&C service team.

Requirements

• Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience
• Five + years of experience in Property & Casualty
• Appropriate state insurance license is required; may be obtained in first 60 days of employment
• Excellent communication skills, both verbal and written
• Strong multi-tasking and time management skills
• Proficient in Microsoft Office products (Word, Excel, PowerPoint)
• Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality

Responsibilities

• Prepare information for meetings to present results to established client and prospective client contacts
• Oversee a team of employees handling a specific book of business
• Prepare and participate in prospect and client presentation meetings
• Ability to present at meetings and/or stewardship reviews to established clients and prospective clients
• Prepare, review, and supervise submissions for marketing; send and process complete electronic submissions including loss data, contracts and supporting documents
• Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received
• Perform data analysis to determine program structure options
• Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
• Submit sold business to insurance market and oversee implementation process
• Review documents issued by insurance company for accuracy.
• Understand complex financial analysis and claims data
• Communicate with service team on new business opportunities
• Initiate and conduct marketing strategy meetings with producers
• Communicate with client service team on account expectations and track throughout the year
• Work with Senior Account Executive to supervise support staff (AM, Account Coordinator) to help manage workflow
• Obtain thorough hands-on experience the skills needed to manage a service team as an Account Executive
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees