What are the responsibilities and job description for the Account Executive position at The McClone Agency, Inc?
The primary responsibility of the Account Executive is to provide a superior level of customer service to personal lines accounts through daily interaction by responding to client needs and inquiries. The Account Executive is responsible for fostering both deep and broad relationships with clients. This position also oversees the renewal of personal insurance policies and client account maintenance with the goal being to obtain, retain, and round client accounts when exposure is identified. This is achieved through a consultative, value-based selling and delivering service which supports our company’s core purpose.
ESSENTIAL FUNCTIONS
- Develop and maintain relationships with clients and carrier partners, ensuring superior service delivery
- Promptly and accurately handle service requests via phone and email, including information requests, technical questions, coverage inquiries, risk management resources, and billing
- Demonstrate a strong understanding of the agency management system, carrier websites, products, and coverages
- Independently manage accounts as the primary contact and collaborate with team members to ensure comprehensive account support
- Engage in new business with Business Development, working with prospective clients while effectively managing the existing book of business
