Summary
The Account Executive plays a senior role at the agency and is responsible for new business development and the retention of existing business. The agency requires that the Account Executive provide an important leadership role modeling: honesty, teamwork, professionalism and a strong work ethic.
Essential Functions
- Prospect and sell new business accounts and additional lines of coverage to existing clients consistent with established new business goals.
- Design and market insurance programs for new and existing accounts; prepares and delivers proposals.
- Facilitate the gathering of data and lead in the preparation of underwriting submissions.
- Responsible for retention of existing clients and the quality of service they receive.
- Review claims and ensures necessary action is taken by the claims servicing organization, assists when necessary.
- Establish and maintain good working relationship with insurance company representatives (underwriting, claims, loss prevention, etc.)
- Responsible for the collection of money, arrangement of financing, or canceling coverage.
- Participate in the development of new marketing resources.
- Provide technical support and training of others within the agency.
Attributes of a Successful Applicant
- Self-starter; imaginative; creative; with good communication skills, both verbal and written along with the ability to understand and interpret abstract information.
- Strong time management skills.
- Single minded/goal oriented personality.
- P&C agent's license.
- Thorough understanding of commercial underwriting and coverage.
- Strong computer skills with an emphasis in MS Office, including Word, Excel and Outlook and experience using integrated database programs such as The Agency Manager (TAM).
- College education or equivalent experience.
- Ability to work in fast-paced, multiple-tasking environment.

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