Commercial Lines Account Executive (Hybrid) #ESF9628 - ExpertHiring

What you will be doing:

• Lead meetings with clients, including meetings at client locations.
• Provide comprehensive client support and act as the main client contact for the book of business.
• Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting, and other challenging renewal scenarios.
• Negotiate and sell lines of insurance to clients to round out accounts as appropriate.
• Design insurance and risk management plans for clients as assigned and directed by Agency management.
• Own all audit, review, and claims processes for assigned book of business.
• Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Develop and maintain strong personal relationships with appropriate insurance carrier personnel.
• Proficient in underwriting practices and able to manage underwriting relationships.
• Fluent in the client’s industry and current events that can modify the coverages needed.
• Review changes in carrier offerings and policies and relay information to the larger service team.
• Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
• Facilitate and collaborate with the account team on the agency’s renewal strategy.
• Provide clients with Insurance Coverage Reviews and review methods of handling risks.
• Identify and explain gaps in coverage.
• Work with the producer to write new business.
• Attend carrier functions to learn new coverage options and risk assessment strategies.
• Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
• Perform other duties as assigned. Some travel may be required.

Experience you will need:

• Experience in professional liability and management liability.
• Ability to work within a generalist market.
• Strong communication and negotiation skills.
• Experience in client management and support.
• Knowledge of insurance products and risk management strategies.
• Experience mentoring and leading junior team members.