Back to search
Account Executive - Commercial Insurance
Job Market - Insurance
Account Executive - Commercial Insurance - About the role
The Account Executive will have the primary focus of building, growing and renewing Commercial Insurance business.
Account Executive - Commercial Insurance - Key duties
Assists in all aspects of servicing Commercial clients
Strong focus on commercial risks and who understands the technical aspect of managing and placing these risks both individual and portfolio
Good connections and an understanding of the local insurer market
Travels occasionally, as needed, to meet with clients, and provides assistance in the production of new accounts when required
Deals with all communication and service with clients; identify and coordinate appropriate internal value-added resources on a client-to-client basis
Works collaboratively within a small team.
Produces revenue through cross-sales to new and existing clients
Effectively coordinates with multiple Introducers and team members to accomplish production, retention, and customer service goals
Develops and maintains positive relationships with insurance company underwriters and representatives to effectively market new and renewal business
Works closely with the Director to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate manner
May handle all aspects of client relationships on certain accounts
Account Executive - Commercial Insurance - Key requirements
Professional experience in Commercial Insurance Account management
Proficient in Excel, PowerPoint, and MS Outlook
Proficiency with Acturis
Professional Qualification preferred (CII, CIC, CRM, etc.) Support provided to those wishing to progress qualifications
