Account Executive, Property & Casualty
About The Position
Job Summary: Responsible for marketing new and renewal business within a specific P&C service team. Duties & 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
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
251-500 employees
