Commercial Lines Account Executive - Real Estate

AssuredPartners • Melville, NY

285d • $95,000 - $110,000

About The Position

As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Account Executive to support our Commercial Lines Real Estate department and deliver exceptional risk management solutions to our growing client base. Our Account Executive will partner with our sales team, as well as work independently on sales opportunities, to lead day-to-day management of current clients' insurance programs. As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us!

Requirements

• 5+ years of related experience and/or training preferred.
• Current Property and Casualty license required; professional designations preferred.
• Comprehensive knowledge of available commercial lines coverages based on business classification, as well as informed on industry trends and client retention strategies.
• Highly developed problem solving and solution-design skills; strong written and verbal communication skills.
• Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees.
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.
• Skilled in use of agency management software with the ability to quickly learn new systems and processes.

Responsibilities

• Lead meetings with clients, including meetings at client locations.
• Responsible for providing comprehensive client support and acts as main client contact for book of business.
• Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
• Negotiate and sell lines of insurance to clients to round out accounts as appropriate.
• May design insurance and risk management plans for clients as assigned and directed by Agency management.
• Own all audit, review and claims processes for assigned book of business.
• Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Develop and maintain strong personal relationships with appropriate insurance carrier personnel.
• Proficient in underwriting practices; able to manage underwriting relationships.
• Fluent in the client's industry and current events that can modify the coverages needed.
• Review changes in carrier offerings and policies and relays information to the larger service team.
• Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
• Facilitate and collaborate with account team on the agency's renewal strategy.
• Provide clients with Insurance Coverage Review and reviews methods of handling risks.
• Identify and explain gaps in coverage.
• Work with the producer to write new business.
• Attend carrier functions to learn new coverage options and risk assessment strategies.
• Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
• Other duties as assigned.

Benefits

• Competitive base salary range of $95,000-$110,000
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
• Company match 401(k) plan - 50% up to 6%
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists
• Pet benefits & discounts
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities