Commercial Lines Senior Account Executive

INSURICA, Inc•Tulsa, OK

4d•Onsite

About The Position

The Senior Account Executive is responsible for assisting in the production of new and renewal accounts in keeping with agency and individual producer goals and providing in-depth risk management support for high-profile customers.

Requirements

Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
7-9 Years previous commercial lines/agency operations experience, focusing on large commercial lines and/or high-profile commercial lines customers preferred
2-4 Years of previous Account Executive experience preferred
Resident Insurance Agent/Producer License for operating state Property and Casualty (or the ability to quickly obtain) required

Nice To Haves

Bachelor's degree in business or other related discipline preferred
CPCU, CIC, CRIS, CRM, ARM, or other related designations preferred

Responsibilities

Market, service, development, and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume
Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service problems including research for compliance and industry changes that affect the customer and the policies in force
Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer. Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed, including but not limited to due diligence on behalf of the customer for mergers and acquisitions
Negotiate with the insurance companies for the most proper coverage options
Assist the Producer in preparing/making presentations of insurance programs to key accounts/prospects including but not limited to Stewardship Reports and RFPs
Ability to conduct renewal meetings with customers on behalf of the producer
Ability to present renewal proposals independently of the producer
Ability to handle a book of business with limited or no producer direction
Includes Sales/production skills for new or specialized coverages/marketing
Large Account Enterprise Management
Keep abreast of all new sales programs
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business
Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
Provide team leadership skills for Account Executives, Senior Account Managers, and Account Managers and assist in the Mentoring program established by the Department Manager
Assist the Department in meeting annual training goals for overall department education
Perform other duties as requested