Commercial Lines Account Executive

Bridge Specialty Group•Rye Brook, NY

8d•$110,000 - $130,000

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Account Executive to join our growing team in Rye Brook, NY! The Commercial Lines Account Executive is responsible for independently providing work client deliverables to each client, becoming a trusted advisor to the client, and support of the Sales team.

Requirements

High school diploma or equivalent.
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).
Proficient with MS Office Suite.
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.).
Exceptional telephone demeanor.
Ability to maintain a high level of confidentiality.
5+ years' experience in a commercial lines department.
Strong technical knowledge of the industry of expertise currently being targeted.
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.
Licensed Insurance Broker in respective areas.

Nice To Haves

Associate or bachelor’s degree (Preferred).

Responsibilities

Responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients.
Work with AA to trouble shoot problems /issues with carriers/clients to resolve issue.
Meet regularly with Account Assistants to review account service needs, identify and resolve any problems that arise.
Follow-up to address customer needs and resolve any problems or issues.
Participate in client relationship - communicate with clients on a regular, proactive basis (minimum quarterly) – develop & broaden relationships with key decision makers.
Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives.
Complete annual ICR’s with clients on accounts with revenue of $25,000 and over in accordance with best practices.
Meet monthly with Marketing to discuss upcoming renewals, starting 90-120 days out.
Work with Producer to determine best markets and marketing strategy for customer’s coverage and pricing.
Communicate renewal expectations with the client.
Participate in renewal marketing process to gather renewal materials and package for marketing.
Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer’s requests/requirements.
Make sure to adhere to the completion of proposals to clients at least 21 days from renewal.
Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
Ensure proper resources within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
Develop service plan and timeline for each client.
Implement and monitor service plan.
Conduct 360 Risk Index where applicable.
Annual Stewardship Report should be part of plan.
Complete accountability for client receipt of all client life cycle deliverables as described in client management outline.
Provide proactive client support, setting goals & expectations for client requests and meeting/exceeding those goals.