Account Executive (Client Services)

The Account Executive is responsible for managing existing client relationships in tandem with the Risk Advisor and Account Manager. The Account Executive drives the renewal process for existing clients and the new business process for new opportunities.

ESSENTIAL DUTIES/RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Manages the relationship between the agency and assigned commercial clients with a focus on the retention of these clients.
• Drives the renewal process, working closely with Risk Advisors and Account Managers, as needed.
• Drives the new business process in tandem with Risk Advisor. Responsibilities include carrier marketing, negotiation, and proposal creation.
• Reviews exposures of clients and prospects, and builds a risk management strategy to mitigate those exposures.
• Uses interactions with current clients to find upselling and cross selling opportunities.
• May specialize in niche markets.
• Supports and adheres to agency goals and objectives.
• Supports and adheres to agency procedures in an effort to minimize errors and omissions exposures.
• May write new business opportunities in tandem with our inside sales division.
• May serve as a mentor to other Account Executives or Account Managers to help in their onboarding and educational development.
• Serves as a backup to claims staff, as needed.
• May travel offsite to meet with clients and insurance company representatives.
• Other job duties as assigned.
• Utilizes various technologies at an advanced level of proficiency and continually works toward improving these skills.
• Participates in both coverage and procedure trainings to enhance knowledge and skills.