Account Executive Lead – P&C Commercial Lines

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Oversees the overall client relationship to ensure a high account retention rate.

• Actively seeks new accounts through direct selling and cold calling.

• Manages the renewal process for existing business.

• Assesses the assigned client coverage portfolio to identify cross-selling opportunities and solicit additional lines of coverage.

• Provides account servicing and claims assistance as required.

• Analyzes the exposure base to pinpoint program deficiencies and formulate effective marketing strategies.

• Completes applications, secures quotes, negotiates premiums, creates coverage comparisons, and prepares proposals and presentations.

• Binds coverage, prepares binders, and issues certificates.

• Reviews coverage and determines the appropriate level of coverage needed.

• Meets with clients as necessary or as directed by the producer.

• Reviews accounting history, addresses accounting inquiries, rectifies discrepancies, and contacts clients regarding receivable collections.

• Acts as a technical expert, aiding department members in resolving complex issues.

• Provides mentoring and coaching to departmental staff in collaboration with the Unit Manager.

• Develops motivational action plans for personnel development alongside defined performance goals established by the Unit Manager.

• Supports the Unit Manager’s oversight in adhering to Corporate procedural guidelines.

• Collects fees, reconciles, and resolves any outstanding balances within 90 days of the invoice date.

• Adheres to agency management system data standards and ensures data integrity by entering and maintaining complete and accurate information.

• Performs other duties as assigned.

⛳️ Requirements

• Bachelor’s degree or a suitable combination of education and experience.

• A minimum of ten (10) years of relevant work experience.

• A valid insurance license.

• Must continue to fulfill Continuing Education requirements for license renewal.

• Exceptional verbal and written communication abilities.

• Strong problem-solving and time management skills.

• Capacity to work collaboratively within a team and promote teamwork.

• Effective planning, organizational, and prioritization skills.

• Proficient in the Microsoft Office Suite.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Opportunities for professional development and training.

• Flexible working hours and remote work options.

• Competitive salary and performance-based incentives.