Account Executive

• Handle all facets of accounts as designated by the assigned (Sr.) Commercial Risk Advisor.
• Fully communicate ALL/ANY potential issues to the assigned (Sr.) Commercial Risk Advisor and accept guidance/direction from assigned (Sr.) Commercial Risk Advisor as needed.
• Conduct current policy review with (Sr.) Commercial Risk Advisor.
• Assist in gathering prospective client information by meeting with the client.
• Collect or manage information such as loss runs, prepare ACORD applications for market submission and answer questions from marketing team.
• Ensure ITVs are as accurate as possible.
• Prepare for and gather pre-renewal information by meeting with each client.
• Collect or manage renewal information such as loss runs, prepare ACORD applications for market submission and answer questions from marketing team.
• Assists (Sr.) Commercial Risk Advisor with renewal premium negotiations with underwriter and obtains quotes via carrier portals or online submission platforms if appropriate.
• Sends Producer fact sheet to (Sr.) Commercial Risk Advisor.
• Uses Sagitta to create renewal application.
• Submits renewal to incumbent carrier.
• Maintains the diary system.
• Review quotes, assist with preparation and presentation of new and renewal proposals, quotes, and presentations (oral and written), follow up letters, etc.
• Imports presented final proposal into ImageRight Issue binders & invoices.
• Completes policy checking on items returned from PATRA, responsible for review of contracts and certificates.
• May be required to attend client meetings, training, and conferences.
• Initiate referrals to other departments as needed.
• Achieve trusted advisor status with clients and (Sr.) Account Managers.
• Respond to questions regarding policy checking discrepancies.
• Maintain contact with Carriers.
• Attend professional procedure meetings, general, client retention and Marketing meetings.
• Serve as back up to (Sr.) Account Managers when requested.
• Performs other duties as assigned.

Commercial Account Executive

Sales Consultant

Major Account Sales Representative

Cleaning and Restoration Sales Representative

Sales Representative

Sales Representative – Design