Commercial Lines Accounts Executive

SummaryThe Account Executive is responsible for assisting in the production of new, and renewal, accounts, in keeping with agency and individual producer goals. The Account Executive provides field service in support of producer activities, as well as maintains high service standards.Essential FunctionsMarket, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitmentsPerform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problemsRetain and develop accounts by making recommendations regarding risk handling to the Producer and/or CustomerSeek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as neededNegotiate with the insurance companies for the most proper coverage options and competitive pricesAssist the Producer in preparing and making presentations of insurance programs to key accounts and prospectsAttend sales meetings and keep abreast of all new sales programsMaintain client files on the computer system and use a computer system to perform all transactionsReview all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissionsRefer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of businessParticipate in seminars and other training to maintain required licenses and for knowledge and skill developmentAdditional ResponsibilitiesThis job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.QualificationsKNOWLEDGE, SKILLS, AND ABILITIES:Excellent presentation skills, with the ability to influence othersAbility to interpret abstract informationStrong PC skills, with the ability to effectively utilize the Agency's management systemsAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directedRegular and punctual attendance is requiredAbility to communicate effectively, both verbally, and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levelsAbility to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentialityQualifications5-7 Years of agency operations experience preferredBachelors Degree preferredPossession of, or the ability to quickly obtain, all licenses as required by the State Department of InsuranceCPCU, CIC designations preferredWorking Conditions And Reasonable AccommodationsFast-paced, multi-tasking, office environment with periodic high disruption and changing prioritiesAbility to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds occasionallyRequires operation of a computer workstation, including keyboard and video displayAll requirements may be modified to reasonably accommodate physical or mental impairment