About the position
The Account Executive 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. In this role, you are required to take on the role of lead consultant and primary point of contact for assigned clients. The Account Executive may have revenue goals and/or client retention targets. This is a full-time role (M-F), offering the flexibility of a hybrid schedule, with a minimum requirement of 1 day a week in our Southampton, NY office; other days from home. Skills requirements include middle-market and high net-worth/private client group account servicing and consultative experience.
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.
- Creates and maintains client files in accordance with office procedures.
- Responsible for keeping client policy records in the agency management system.
- Will have an assigned book of business for full servicing responsibilities of clients.
- 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
- Must be able to work a weekly hybrid schedule from our Southampton, Long Island office. Fully remote is not an option.
- Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
- Self-confident to make sound independent decisions.
- Ability to successfully interact with a variety of people/personalities.
- Strong leadership skills.
- Possess technical expertise plus good analytical and problem-solving skills.
- Ability to handle situations in a calm, courteous and professional manner.
- Strong attention to detail, decision-making skills and problem resolution.
- Fluency with MS Office Suite.
- Fluency with AMS 360, EPIC or other agency management system experience required.
- Flexibility and adaptability to changing priorities, deadlines and technology.
Nice-to-haves
- BA/BS preferred.
- Typically, more than 5 years of industry and product line experience with a broker or carrier from a servicing perspective.
- Experience in PL insurance, including 2+ years of working with higher net-worth clientele is preferred.
- Property & Casualty License upon hire.
Benefits
- Competitive salary.
- PTO & paid holidays.
- 401(k) with match.
- Exclusive discount programs.
- Health & wellness programs.
