Account Representative/Account Executive

Risk Strategies•Brookfield, WI

48d

About The Position

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our P&C team! This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Account Representative/Account Executive, Property & Casualty. will provide high quality customer service while assisting in the coordination of services between the client and the insurance company.

Requirements

3+ years of similar experience in the insurance industry, preferably on the brokerage side.
WI P&C insurance license.
Strong attention to detail and organization skills.
Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills.
Strong computer skills and is able to utilize Microsoft Office products.

Nice To Haves

AMS360 experience preferred.

Responsibilities

Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries.
Responds directly and promptly to client inquiries and requests
Ensure policies follow coverages as quoted, proposed and bound.
Collect client specification data.
Promptly responds to requests for data and questions from clients, underwriters and internal staff.
Responsible for new client setup and ongoing client maintenance.
Complete premium finance agreement requests and creates premium allocations as needed.
Requests and summarizes loss runs, may process claims and provide client advocacy.
Meets with clients and team as needed to enhance knowledge of client accounts.
Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures.
Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.