Commercial Insurance Account Executive

Commercial Insurance Account Manager
Essential Duties
Foster and manage overall relationship with clients ensuring retention of large market book of business and high satisfaction Support sales executives in developing new business opportunities for existing clients and prospects Initiate renewal process for existing clients; discuss and create renewal strategy with Producer Analyze and compare current exposures and develop renewal or new business specifications for marketing Conduct marketing, negotiate rates, review quotes and coverages for competitiveness and accuracy Independently review policy and determines appropriate coverage; identifies possible deficiencies Review and summarize marketing results and prepares proposals Finalize proposals and presentations in coordination with Producer Binds insurance coverage and prepares binders and/or delegate certificates issuance Review policies for accuracy and review contracts Prepare summaries and/or schedules of coverage for clients Review client accounting history, responds to accounting inquiries, correct discrepancies, and contact client on receivable collections Provide technical guidance to staff assisting with client needs or procedural issues Participate in the claims process as directed by management, including claim submission, follow-up, and overall communication Notify producer of pertinent information related to client retention Meet with clients as needed or directed by Producer Collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned.
Education / Experience
Bachelor’s degree or equivalent combination of education and experience 5+ years related work experience Valid insurance license Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by supervisor