Assistant Account Executive (Client Services)

HUMMEL GROUP INC•Walnut Creek, OH

1d•Onsite

About The Position

The Assistant Account Executive is responsible for managing existing client relationships in tandem with the Risk Advisor and Account Manager. The Assistant Account Executive drives the renewal process for existing clients and the new business process for new opportunities. This role requires extensive knowledge of Commercial Lines products and markets, the ability to satisfy client needs with minimal assistance, strong negotiating, decision-making, and relationship-building skills, and excellent customer service and teamwork skills. A working knowledge of Microsoft Word, Excel, and Outlook programs is also necessary.

Requirements

Extensive knowledge of Commercial Lines products and markets.
Ability to satisfy client needs with minimal assistance from others.
Strong negotiating, decision-making, and relationship building skills.
Excellent customer service and teamwork skills.
Ability to interact with employees, clients, and carrier partners.
Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook programs.
College degree preferred.
Requires possession of or plan to obtain CIC designation.
Requires possession and maintenance of a Property and Casualty license.
Must have a current driver’s license and an insurable driving record.

Responsibilities

Manages the relationship between the agency and assigned commercial clients with a focus on the retention of these clients.
Drives the renewal process, working closely with Risk Advisors and Account Managers, as needed.
Drives the new business process in tandem with Risk Advisor. Responsibilities include carrier marketing, negotiation, and proposal creation.
Reviews exposures of clients and prospects, and builds a risk management strategy to mitigate those exposures.
Uses interactions with current clients to find upselling and cross selling opportunities.
May specialize in niche markets.
Supports and adheres to agency goals and objectives.
Supports and adheres to agency procedures in an effort to minimize errors and omissions exposures.
May write new business opportunities in tandem with our inside sales division.
May serve as a mentor to other Account Executives or Account Managers to help in their onboarding and educational development.
Serves as a backup to claims staff, as needed.
May travel offsite to meet with clients and insurance company representatives.
Other job duties as assigned.
Utilizes various technologies at an advanced level of proficiency and continually works toward improving these skills.
Participates in both coverage and procedure trainings to enhance knowledge and skills.