Job description
Overview:
The Ideal Candidate
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
The Account Executive provides advanced client support, including comprehensive account management for a book of business, from proposal through evaluation of risk and industry changes. The position requires a significant degree of independent judgment and discretion and is responsible for developing others through formal and informal leadership and mentoring. In accordance with the seniority of the role, the Account Executive possess advanced product, carrier, and underwriting knowledge and remains informed of industry changes in these areas.
The Ideal Candidate
- You are skilled and enjoy managing high responsibility and working autonomously in partnership with your clients.
- You have advanced industry knowledge and are skilled in leveraging it to create advantages for your clients.
- You’re adept at analyzing complex data to design and deliver solutions
- You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow
If this sounds like you, we invite you to keep reading and apply!
What You'll Do:
- Client Support
- Leads meetings with clients, including meetings at client locations.
- Responsible for providing comprehensive client support and acts as main client contact for book of business.
- Effectively manages difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
- Account Management
- Negotiates and sells lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned and
- directed by Agency management.
- Owns all audit, review and claims processes for assigned book of business.
- Analyzes data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
- Insurance Expertise
- Develops and maintains strong personal relationships with appropriate insurance carrier personnel. Proficient in underwriting practices; able to manage underwriting relationships
- Fluent in the client’s industry and current events that can modify the coverages needed
- Reviews changes in carrier offerings and policies and relays information to the larger service team
- Leadership
- Mentors or formally directs the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers
Facilitates and collaborates with account team on the agency’s renewal strategy
- Mentors or formally directs the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers
- Client Strategy
- Provides clients with Insurance Coverage Review and reviews methods of handling risks. Identifies and explains gaps in coverage. Works with the producer to write new business.
- Attends carrier functions to learn new coverage options and risk assessment strategies.
- Conducts book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
- Other duties as assigned.Some travel may be required.
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
- Competitive base salary
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
- 6+ years of related experience and/or training preferred, or demonstrated skills listed below.
- Current Property and Casualty license required; professional designations preferred
- Experience as primary contact providing comprehensive client support to a group of accounts.
- Advanced knowledge of available commercial lines coverages based on business and industry; knowledgeable about vertical industry trends and client retention strategies.
- Skilled at facilitating meetings and delivering presentations to groups
- Highly developed problem solving and solution-design skills; strong written and verbal communication skills
- Advanced client support and client advocacy skills
- Demonstrated leadership through mentoring and guidance of more junior employees
- Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software;
- Skilled in use of agency management software; able to quickly learn new systems
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
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