The Spain Agency, a Brown & Brown company, is seeking a talented Commercial Lines Account Executive to join our Mahopac, NY team! This individual will act as the main point of contact for renewal strategy and client contacts, in our large accounts division. We will rely on you to communicate clients' needs to customer service representatives as well as reporting needs to Producers. You will have the exciting opportunity to manage and retain an existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
This role will require you to spend approximately 50-60% of the time outside with customers and addressing new business opportunities.
Individual would be responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients.
Spend approximately 50-60% of the time outside with customers and new business opportunities.
Follow-up to address customer needs and resolve any problems or issues.
Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
Develop service plan and timeline for each client. Implement and monitor service plan.
Work with CSR to determine best markets and marketing strategy for customer's coverage and pricing.
Aid CSR in negotiating best premium and coverage for customer.
Direct CSR in determining best format for renewal process and make sure CSR is acting in a timely manner.
Document sales and prospecting information into the sales management
Encourage and motivate team members to achieve or exceed agency
Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements.
Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
Promote teamwork and commitment to department/agency goals.
Participate in special projects as requested.
Remain current on industry trends and information, new product development, legislation, coverages and technology.
5+ years experience in a similar capacity.
Strong technical proficiency in working with Property & Casualty insurance.
NY Brokers License.
Insurance Designation (CPCU, CIC).
Negotiable, depending on professional experience.
Please apply online using the "Apply Now" link. For all other questions, please contact: Cydney Bain, Regional Talent Acquisition Professional [email protected]
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Brown & Brown, Inc.