Lead Account Executive

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

📋 Description

• Serves as an agent for Producer assigned accounts, encompassing both servicing and solicitation activities.

• Oversees a book of business and guides the efforts of a service team.

• Manages services required by clients and sustains client relationships with minimal guidance from Producers.

• Directs a substantial book of business through the leadership of employees on a service team.

• Receives and cultivates new business leads from Producers while identifying and developing cross-sell opportunities.

• Acts as the primary point of contact for clients from the initial lead stage.

• Represents an assigned book of business effectively.

• Engages in team selling activities, including finalist interviews and responses to RFPs.

• Prepares and delivers client renewal analyses.

• Sells renewal business to current clients and, where applicable, markets additional lines of coverage.

• Promotes other agency services through Producer Service Proposals.

• Offers analysis and recommendations regarding clients' current coverages.

• Selects carriers for solicitation and negotiates with them concerning benefits and premium considerations.

• Addresses client inquiries, including questions and issues related to benefits and claims.

• Reviews client coverage contracts and amendments for accuracy.

• Manages and negotiates relationships and contracts with third-party vendors on behalf of clients.

• Leads a dedicated service team.

• Acts as a technical expert and assists department members in resolving complex issues.

• Provides mentoring and coaching to staff within the department.

• Generates new client sales opportunities.

• Develops motivational action plans for personnel development with clearly defined performance goals.

• Collects fees and reconciles outstanding balances within 60 days of invoicing.

• Maintains data standards and data integrity within the agency management system.

• Performs duties in accordance with company policies, procedures, and applicable federal, state, and local regulations.

• Carries out other assigned duties as required.

⛳️ Requirements

• Bachelor's Degree or a suitable combination of education and experience.

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

• Must consistently meet Continuing Education requirements for license renewal.

• Valid Insurance License is required.

• Proficient in the Microsoft Office Suite.

• Exceptional verbal and written communication skills.

• Strong problem-solving and time management abilities.

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

• Effective planning, organizational, and prioritization skills.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health insurance and retirement plans.

• Opportunities for professional development and career advancement.

• Supportive and inclusive work environment.