Account Executive

Account Executive – Commercial Insurance

Job Market – Insurance

Account Executive – Commercial Insurance – About the role

The Account Executive will have the primary focus of building, growing and renewing Commercial Insurance business.

Account Executive – Commercial Insurance – Key duties

Assists in all aspects of servicing Commercial clients

Strong focus on commercial risks and who understands the technical aspect of managing and placing these risks both individual and portfolio

Good connections and an understanding of the local insurer market

Travels occasionally, as needed, to meet with clients, and provides assistance in the production of new accounts when required

Deals with all communication and service with clients; identify and coordinate appropriate internal value-added resources on a client-to-client basis

Works collaboratively within a small team.

Produces revenue through cross-sales to new and existing clients

Effectively coordinates with multiple Introducers and team members to accomplish production, retention, and customer service goals

Develops and maintains positive relationships with insurance company underwriters and representatives to effectively market new and renewal business

Works closely with the Director to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate manner

May handle all aspects of client relationships on certain accounts

Account Executive – Commercial Insurance – Key requirements

Professional experience in Commercial Insurance Account management

Proficient in Excel, PowerPoint, and MS Outlook

Proficiency with Acturis

Professional Qualification preferred (CII, CIC, CRM, etc.) Support provided to those wishing to progress qualifications