Account Executive

September 30

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Risk Strategies Company

WebsiteLinkedInAll Job Openings

Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth

5001 - 10000

Description

• Build and maintain constructive relationships with customers by meeting and exceeding expectations • Actively service/retain existing accounts and develop new business opportunities • Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly • Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals • Keep Producers apprised of client status • Respond to client inquiries, service requests and claims issues within established timeline • Inform and educate clients regarding coverage, exclusions and exposures • Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotation for additional coverages, and document our proposal in addition to client’s acceptance/declination in AMS • Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options

Requirements

• Minimum 7 years’ experience of Private Client / High Net Worth client management experience • Valid State P&C brokers’ license • Industry specific designations preferred – CISR, ARM or similar • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred • Extensive knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting • Understanding of marketplace trends and best practices to best meet client needs

Benefits

• Medical coverage • Dental coverage • Vision coverage • Disability coverage • Life insurance • Retirement savings • Paid time off • Paid holidays