What are the responsibilities and job description for the Account Executive position at The Agency?
Account Executive - Commercial Lines Insurance
We are seeking an experienced Account Executive to join our team. This position requires a professional with a deep understanding of commercial insurance and a proven track record in managing large accounts.
The ideal candidate will have 8 years of experience working within a larger brokerage and be able to navigate complex commercial lines with ease.
- Client Consultation: Engage with clients to assess their unique business risks and exposures, using independent judgment to recommend customized insurance solutions tailored to their specific needs.
- Client Advisory: Act as the lead advisor for clients on all day-to-day matters, escalating significant issues to the producer when necessary.
- Coverage Solutions: Present clients with various coverage alternatives, considering their operations, claims history, and market conditions, including options for deductibles, retention levels, and additional coverages.
- Carrier Relationships: Cultivate and maintain strong relationships with insurance carriers to ensure timely receipt of quotes, policies, and other necessary documentation.
- New Business Support: Collaborate with producers during the new business process, ensuring smooth transitions and assuming management of the account once coverage is bound.
- Rewal Marketing & Account Management: Lead efforts for renewals, ensuring all necessary actions are taken to successfully renew and round out accounts.
Desired Qualifications:
- 8 years of experience in servicing Mid- to Large-Market commercial accounts, ideally within a large brokerage setting.
- Strong technical knowledge of policy coverage, rating, and underwriting.
- Valid CA Property & Casualty (P&C) License.
- Ability to commute to the office two days a week (Tuesdays and Wednesdays).
