What are the responsibilities and job description for the Commercial Lines Insurance Account Executive: HOA/Real Estate Accounts position at Insurance Resourcing LLC?
If you feel underpaid at your current insurance brokerage and want to find a new Commercial Lines Account Executive role with a growing brokerage that has no plans to sell, and offers an outstanding six figure salary, this could be your new home!
My client is a growing privately held National insurance brokerage. This role is for their Lake Oswego, Oregon office. You will be an Account Executive supporting one key Producer on a 1.5M revenue book with 15 accounts. These are very large habitational risks. Your team will consist of 3 Account Managers with CSRs for processing support. This is a hybrid role with 3 days/week in the office to allow for great team culture and mentoring opportunities. You will be the subject matter expert for the accounts and the quarterback for the Producer for all renewals and RFP's.
Key responsibilities:
- Maintains and enhances relationships with existing clients by executing proactive, creative, and on-going contact initiatives
- Proactively understands the requirements and needs of a client account
- Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
- Consults with clients to review investment options, vender services, fees, strategies and goals
- Consults regularly with clients to review large claims, abnormal utilization results, and monthly claims experience
- Reviews and issues profitability assists on all “fee-at-risk” proposals
- Assists in the establishment and attainment of revenue goals for existing and new business
- Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
- Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
- Oversees issue-resolution between client and the vendor
- Coordinates market selection for new and renewal business on designated accounts
- Initiates and duplicates new business report activities
- Generates new business opportunities through cross-selling
- Negotiates program terms and costs
- Provides information, concepts, techniques, and programs to department associates to improve and enhance working knowledge, mentors and trains junior staff
The company offers an excellent six figure starting salary with bonus, generous PTO, and retirement plan.
Candidates MUST Have an Oregon P & C license, 5 years of Commercial Account Executive retail insurance brokerage experience with large, layered property risks. (HOA, Condo's preferred), and excellent client-facing skills.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140.
Salary : $120,000 - $180,000
