Account Executive, National Accounts

📋 Description

• Manages client services for an expanding portfolio of clients with intricate risk profiles.

• Cultivates, enhances, and strengthens relationships with current clients while directing the necessary resources to meet their risk management requirements.

• Evaluates commercial lines accounts and makes informed decisions based on unique risk characteristics, exposure assessments, hazard identification, and control measures.

• Identifies client coverage gaps and collaborates with them to guarantee comprehensive protection.

• Exhibits technical expertise and develops innovative solutions.

• Retains existing business and promotes the sale of enhanced services and capabilities.

• Creates and assesses program and coverage alternatives across various lines of business.

• Delivers new business or renewal proposals to clients, collaborating with team members as necessary.

• Prepares and negotiates fees, ensuring account profitability through a value-driven approach concerning the scope of service and associated costs with the client service agreement.

• Collects new business or renewal information to finalize applications and related documentation for submission to relevant insurance markets.

• Compiles account summaries as required.

• Coordinates loss analysis and loss control activities alongside claims and loss control specialists.

• Keeps producers fully updated on all significant activities related to their accounts.

• Manages stewardship/service agreements to ensure services are delivered and deadlines are adhered to.

• Complies with applicable laws, regulations, Relation’s compliance practices, and external compliance standards.

• Reviews cancellation requests and assesses reasons for cancellations, attempting to retain accounts when appropriate while safeguarding the agency’s financial interests.

• Maintains and updates electronic records.

• Remains informed about industry trends, new products, legislation, coverage, and technology to continually enhance knowledge, performance, and client services.

• Fully embraces innovative technology, including proprietary AI solutions, in the service process to provide an exceptional client service experience.

• Suggests process enhancements as necessary.

• Undertakes additional projects, duties, and tasks as assigned.

⛳️ Requirements

• A minimum of 7 years of experience in the insurance sector, focusing on Commercial Lines.

• A Property and Casualty License from the state of domicile is necessary and must be upheld.

• CPCU and/or Certified Insurance Counselor (CIC) designations are advantageous.

• Must possess a valid driver’s license, the capability to travel to client locations, and a dependable means of transportation.

• A college degree is preferred.

• Comprehensive understanding of all facets of commercial lines coverage.

• Extensive knowledge of risk management and loss control principles.

• Strong understanding of insurance markets, products, services, ratings, and underwriting processes.

• Excellent analytical and mathematical abilities.

• Proficient in Microsoft Office, with outstanding PowerPoint and presentation skills for both in-person and virtual meetings.

• Exceptional interpersonal and communication skills are essential for maintaining effective relationships with clients, colleagues, carriers, vendors, and others.

• Ability to work independently and collaboratively within a team.

• Willingness to uphold all confidentiality principles.

• Ability to travel up to 10% of the time as required.

🏝️ Benefits

• Competitive salary.

• A secure and healthy work environment supported by our comprehensive benefits program, including family health and wellness initiatives.

• 401K plan.

• Employee assistance programs.

• Paid time off.

• Paid holidays.