Account Executive

• Seeks and takes ownership of opportunities to learn, acquire new knowledge, and deepen technical expertise.
• Responsible for renewals (about 75%) and recommending coverage/ products/risk control recommendations.
• Compare forms, endorsements, exclusions and create summary coverage comparisons
• Responsible for marketing new business (about 25%), including advising customers on protective safeguards, warranties, and coverage
• Negotiate with the underwriters from other insurance companies on rates and coverage.
• Collaborates with team on presentations for existing & prospective clients.
• Responsible for checking, the accuracy of policies, endorsement, audits, etc. received from the insurance companies and invoicing.
• Follow-up on requested changes, renewals, etc. with insurance companies.
• Maintain an accurate suspense system on all items that require a response.
• Working with the team, developing an understanding of the clients' business, strategic priorities, risk strategies and risk management needs and developing innovative approaches to unique client needs.
• Responsible for entering detail into computer on new and maintaining detail on existing accounts.
• Understand agency rating system and company rating systems and websites.
• Communicate with company personnel regarding the client’s needs and/or problems.

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