Account Executive- P & C

P&C Account Executive

Job Summary: Responsible for marketing new and renewed business within a specific P&C service team.

Duties & Responsibilities:

• Assist with renewal meetings to present results to established client contacts
• Oversee a team of employees handling a specific book of business
• Prepare and participate in prospect presentation meetings
• Ability to present renewal meetings and/or stewardship reviews to established clients
• Prepare renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
• Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received
• Assist in data analysis to determine program structure options
• Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
• Submit sold business to insurance market and oversee implementation process
• Review documents issued by insurance company for accuracy.
• Understand complex financial analysis and claims data
• Assist in supervising support staff (AM, Jr AE) to help manage workflow
• Obtain thorough hands-on experience the skills needed to manage a service team as a Sr AE
• Other duties as assigned

• Bachelors Degree required
• Appropriate state license required
• Five to seven years of experience in a P&C administration/marketing role
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products
• Agency Management experience
• May require overnight travel
• Professional in appearance and business conduct with strong customer service