Junior Account Executive

CIA - Commercial Insurance Associates•Brentwood, TN

About The Position

Junior Account Executives are in training to become Account Executives and perform some Account Executive functions on a smaller scale. They are responsible for new and/or existing business accounts with assistance from the Producer and Account Executive, when applicable. They assist with managing an assigned book of business, building and strengthening client relationships, and addressing clients’ high-level needs. Success requires meeting deadlines, attention to detail, professional and positive communication, and a thorough understanding of software, systems, business procedures, and problem-solving.

Requirements

At least 3 years of client management experience working on large commercial accounts.
Property and casualty (P&C) license.
Strong organizational skills and ability to multitask while maintaining attention to detail.
Knowledge of insurance market trends, submission processes, and policy coverages.
Excellent verbal and written communication skills.
Ability to de-escalate tense client interactions and provide timely solutions.
Commitment to professional development and continuous learning in commercial property and casualty insurance coverages.
Knowledge of EPIC and CSR24 workflow standards and documentation maintenance.

Nice To Haves

CISR, CIC, CRM, ARM, AAI, and/or CPCU designation.

Responsibilities

Manage an assigned book of business and build, expand, and solidify relationships with existing clients.
Secure existing business and drive the sale of additional services and coverage levels.
Cultivate relationships with senior buyers in client organizations and with day-to-day client representatives and buyers.
Improve client relations by providing expedited turnaround on client and team requests and exemplary service.
Review summary reports of insurance policies, including assessments of coverage and improvements submitted by support staff.
Send the bind order and final revised quote to the Producer for review, then to the underwriter to request that coverage be bound.
Assist with marketing new and renewal accounts according to company procedures.
Use agency systems and databases to complete initial information for supplemental applications in accordance with outlined policies and procedures.
Assist in creating and preparing proposals for clients.
Attend company training, meetings, and events as required.
Perform other duties as assigned by management.