Business Insurance Client Account Executive
Overview
Own client and carrier relationships using phone email and in person. Develop and execute service plans addressing business needs and risk management goals. Coordinate internal external activities for timely account handling. Seek cross sell opportunities and suggest new lines. Collaborate with Producer and Marketing Account Executives to manage renewals and presentations. Lead account marketing and prepare materials for client acceptance. Implement processes and deliver required forms with service team. Conduct relationship management meetings and assist clients with service questions. Use client management systems to update policies log activities and track follow ups. Stay current with product updates attend seminars and acquire legislative knowledge. Mentor team members and handle other duties as requested.
What You'll Do11
- 1Build and maintain key client and carrier relationships via phone email and in person
- 2Develop and execute comprehensive service plans aligned with client business needs and risk management objectives
- 3Coordinate internal and external activities for timely account handling
- 4Continuously identify cross sell opportunities and propose new coverage lines
- 5Partner with Producer and Marketing Account Executives to manage renewals and presentations
- 6Lead account marketing initiatives and prepare client-facing materials
- 7Present renewal options and secure client commitment to market alternatives
- 8Drive marketing of accounts as directed by Producer or Marketing Account Executive
- 9Prepare and deliver client forms alongside service team members
- 10Utilize client management systems to update policies log interactions and schedule follow ups
- 11Monitor legislative changes and adapt service offerings accordingly
Requirements5
- 1Bachelor’s degree or equivalent education and related training
- 2Five years of relevant insurance industry experience
- 3Valid insurance license(s)
- 4Proficiency in Microsoft Office Suite
- 5Ability to travel occasionally overnight
Salary Insight
Salary not disclosed in listing
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