National Financial Partnersposted about 1 month ago
$51,000 - $100,000/Yr
Full-time • Mid Level
Hybrid • Telecommuter, MD
Funds, Trusts, and Other Financial Vehicles

About the position

The Commercial Insurance Account Executive (middle-market) interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor. This role may require the employee to take on the role of lead consultant and primary point of contact for their assigned clients. The Account Executive may have revenue goals and/or client retention targets. This is a full-time opportunity open to a hybrid or remote schedule.

Responsibilities

  • Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
  • Works with the Claims Department on relevant claims for assigned clients.
  • Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
  • Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests.
  • May supervise or direct the daily job activities of the Coordinators and Account Managers.
  • Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
  • Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.

Requirements

  • BA/BS preferred.
  • Typically more than 5 years industry and product line experience.
  • P&C Insurance License required.

Nice-to-haves

  • CIC, CPCU or other P&C designation preferred.

Benefits

  • Competitive salary.
  • PTO & paid holidays.
  • 401(k) with match.
  • Exclusive discount programs.
  • Health & wellness programs.
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