Job Title: Senior Account Executive I - CL
Department: Commercial Lines
Reports to: Vice President
FLSA Status: Exempt
The Senior Account Executive is an advanced account management position. This role requires management of a large book of business, more than seven years of experience in an Account Executive role, and advanced designations. The Senior Account Executive will provide a high level of support to the Principals and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in marketing and customer service in coordination with Principals and other Agency personnel.
The Senior Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Senior Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Principal's goals and provide field service in support of Producer activities.
The Senior Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Senior Account Executive will work with the Principals to design and recommend proper insurance and risk management programs to Agency clients.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Negotiates and sells lines of insurance to clients. Designs insurance and risk management plans for clients as assigned and directed by Agency management. Provides clients with full exposure analysis and reviews methods of handling risks. Works with the Principal and Manager to write new business accounts. Meets directly with clients.
Leads accounts through the renewal process per department procedures. Markets accounts to insurance carriers.
Maintains records according to Agency standards to ensure that procedures are properly followed and that information is readily accessible.
Assists in the development of strong personal relationships with appropriate insurance carrier personnel. Assists Agency in developing carrier relationships by becoming familiar with and executing strategies developed for satisfying carrier goals and objectives.
Works with support personnel including Account Representatives, Account Coordinators, or Analysts in order to meet essential duties and responsibilities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Associate or Bachelor's degree (B. A.) from four-year College or university and/or a minimum of seven years account executive experience.
Certificates, Licenses, Registrations
Appropriate insurance license(s). Advanced designations.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and ability to adjust focus.