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Account Executive - CL

Responsibilities:

Essential Duties and Responsibilities
include the following. Other duties may be assigned.

Meets directly with clients. 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 Producer to write new business accounts. Sells in place of or in coordination with Producer.

Leads accounts through the renewal process per department procedures. Markets accounts to insurance carriers and wholesalers as needed.

Maintains records according to Agency standards, ensures that procedures are properly followed and that information is properly document and 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.

Trains and directs technical support personnel including Account Managers, Account Coordinators, or Analysts in order to meet essential duties and responsibilities.

Qualifications

Qualifications
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

Bachelor's degree (B. A.) from four-year College or university; and a minimum of two years of insurance customer service experience.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills

To perform this job successfully, an individual should have knowledge of agency management system; Internet software; Spreadsheet software and Word Processing software.

Certificates, Licenses, Registrations

Appropriate insurance license(s).



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