Account Executive Sales, Insurance

• Competitive Pay
• Health and Welfare Programs Including Medical, Dental, and Vision Insurance
• Retirement and Income Protection Programs, including a 401k plan
• Work/Life Balance Including PTO, Holidays and Remote work opportunities
• Career Advancement Opportunities

What you will be doing:

• Sustain and enhance customer’s relationship with ECBM
• Respond to all customer needs with accuracy, promptness, and courtesy
• Build relationships
• Manage and coordinate renewal process
• Control renewal process by developing account retention and growth strategy
• Develop service plan for each client in accordance with ECBM service standards
• Adhere to account renewal timelines, holding necessary meetings and gathering necessary information
• Conduct Account Review to determine risks and exposures to loss
• Identify cross sell and account rounding opportunities
• Prepare stewardship reports on accounts required by service standards
• Gather renewal information and provide to Account Manager for compilation
• Work with Account Manager to compile information in format most conducive to producing best coverage and pricing for customer
• Work with Account Manager to determine best markets and marketing strategy for customer’s coverage and pricing
• Aid Account Manager in negotiating best premium and coverage for customer
• Aid Account Manager in determining best format for renewal proposal
• Deliver renewal proposal and subsequent renewal paperwork to customer
• Deliver policies to and review with customer
• Provide and update Account Profile on account
• Coordinate claim services with the claim department
• Design and implement claim management program with each client
• Conduct periodic loss reviews according to ECBM service standards
• Coordinate Account Management and Claims representatives in garnering information on significant or potentially significant claims
• Meet with customer to review losses and potential impact on long term pricing and coverage
• Monitor open claims issues through reports generated by claims department
• Aid claim department in resolving claim issues, as necessary
• Provide clients with Acucomp information
• Identify risk control issues and coordinate with clients, insurance carriers, or outside vendors to provide necessary solutions
• Keep Accounts Receivables current
• Collect deposit premiums due at renewal when coverage is bound
• Work with Accounting to monitor monthly receivables
• Aid Accounting in the collection of receivables

Experience you will need:

• College degree preferred, but high school diploma or equivalency required
• Professional Designation is a plus
• Strong understanding of sales process and ability to influence others is necessary
• Must have good communication skills, both verbal and written
• Good listening skills are required as well as a desire to solve problems
• Should have at least 5 years of insurance experience with good understanding of multi-line commercial insurance contract and coverages
• Should possess an understanding of negotiation process
• Property Casualty Agent’s License required