BASIC FUNCTION

The role of the account executive is to participate in the production of new and renewal business and to provide a high level of client service to new and existing clients. 

ORGANIZATIONAL RELATIONSHIPS

Reports to: Vice President

Supervises: Account Managers, CSR's Technical Assistant

PRIMARY DUTIES AND RESPONSIBILITIES

• Handle new business for the company that is assigned to you from the production team as well as from call-in and client referrals and by expanding existing networks and business relationships. Follow up on leads and cross-sell referrals.
• Servicing middle-market and international reverse flow clients
• Maintain/strengthen relationships with prospect and client decision makers, insurance buyers, and company contacts.
• Manage day to day account responsibilities and successfully perform renewal process for existing accounts. Day to day duties include but are not limited to:

1. 1. resolving client problems
   2. responding to client questions
   3. monitoring client's insurance program for possible changes
   4. facilitating resolution to claims
   5. coordinating the delivery of value added services.

• Perform administrative account management duties such as completing applications, billing, resolving collection problems, corresponding with carriers, providing customer status reports, coordinating and following up on audits, attending sales meetings, reviewing production reports and supporting internal staff department requests for information.
• Determine risk management and client coverage needs to develop effective insurance programs for new and renewal accounts.
• Provide coaching, direction and day-to-day supervision to account support staff.
• Develop effective proposals and make presentations to close new accounts and renew existing accounts.
• Provide input and support in order to develop and execute a marketing strategy.
• Implement new business and renewal processes, procedures and practices according to established company systems and guidelines.
• Manage entertainment and new business development expenses prudently.
• Apply all enabling technology to ensure efficient and effective delivery of service according to company policies, procedures and practices
• Perform other duties and special projects as assigned.

SERVICE AND PERFORMANCE COMMITMENTS

• Compliance with Company procedures, policies and expectations.
• Thorough knowledge of and compliance with department and company best practices.
• Compliance with internal departmental audit procedures, and effective response to audit results.
• Successful performance of assigned duties.
• Excellent time management and organizational skills.
• Excellent oral and written communication skills.
• Positive relationships with client contacts.
• Informative and professional behavior when working with customers and co-workers.
• Interpersonal relationships which encourage openness, candor and trust, both internally and outside of the Company.
• Initiative and creative thinking in decision making and problem resolution situations when performing job duties.
• Effective delegation to and training of employees.
• Maintenance of Company information in a confidential manner.
• Maintain appropriate licenses throughout employment.

WORKING ENVIRONMENTS AND CONDITIONS

• Performs duties in an office environment.
• This position may require occasional travel.

EDUCATION, TRAINING, AND EXPERIENCE

• Bachelor's Degree
• Current Producer's License.
• Minimum of 5 years' experience in this role or similar role
• Demonstrate sales ability with previous experience and client relationships

WHY JOIN EPIC? 

• Ranked #17 Top Global Broker by AM Best
• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.