Account Executive, National Accounts

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🕒 il y a 1 mois

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Relation Insurance Services

Relation Insurance Services

1001 - 5000 employés

💸 Finance

🤝 B2B

Finance • Insurance • B2B

Malgré notre taille, Relation ressemble à une entreprise familiale. Ici, une poignée de main compte. Parce que nous croyons que la confiance est la base de chaque relation réussie. Nous prendrons le temps de vous écouter et de vous connaître. Comprendre vos défis... et fournir des solutions pratiques. Car vous méritez plus qu'une compagnie d'assurance. Vous méritez un partenaire, un coéquipier, un ami dans le commercial. Nous commençons donc par la confiance, puis nous travaillons à connecter les points pour vous aider à gagner du temps et à reprendre le contrôle de vos décisions d'assurance, qu'elles soient personnelles ou professionnelles - afin que vous, votre famille et votre organisation puissiez être en meilleure santé et plus en sécurité.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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

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