Account Executive, National Accounts

Role Overview

• Oversees client service for a growing portfolio of clients with a complex risk profile
• Builds, expands and solidifies relationships with existing clients and leads appropriate resources to address the client’s risk management needs
• Analyzes commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and controls
• Understands client’s deficiencies in coverage and consults with them to ensure comprehensive coverage
• Demonstrates technical competency and creates innovative solutions
• Secures existing business and drives the sale of expanded service and capabilities
• Develops and analyzes program and coverage options across lines of business
• Presents new business or renewal proposals to client, in conjunction with team members when needed
• Prepares and negotiates fees ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement
• Gathers new business or renewal information to complete applications and related documentation for submission to appropriate insurance markets
• Prepares account summaries, as required
• Coordinates loss analysis and loss control activities in conjunction with claims and loss control specialists
• Keeps producers fully informed of all important activities on their accounts
• Manages stewardship/service agreements ensuring services are provided and deadlines are met
• Adheres to pertinent laws, regulations, Relation’s compliance practices and external compliance requirements
• Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency’s financial equity
• Maintains and updates electronic files
• Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Recommends process improvements as needed
• Performs other projects, duties, and tasks, as assigned

Requirements

• 7+ years’ experience in the insurance industry with a focus on Commercial Lines
• A Property and Casualty License from state of domicile is required and must be maintained
• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation
• College degree preferred
• In-depth understanding of all aspects of commercial lines of coverage
• In-depth knowledge and understanding of risk management and loss control
• Exceptional knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
• Strong analytical and mathematical skills
• Advanced skills in Microsoft Office with excellent PowerPoint and presentation skills for both in-person and virtual sessions
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
• Ability to work independently and as part of a team
• Willingness to adhere to all principles of confidentiality
• Ability to travel up to 10% of the time as needed

Benefits

• Competitive pay
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
• 401K
• Employee assistance programs
• Paid time off
• Paid holidays