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Summary:
The Account Executive works closely with the Producer he/she supports to help drive business growth through support on critical functions and communications. The AE communicates regularly with current and potential customers over the phone, via email, or in-person to discover their needs, answer questions, respond to emails, and find solutions to issues. The AE ensures products and services are to customers' satisfaction.
Responsibilities:
- Maintains existing customer accounts, takes care of special needs and requests, and assures client satisfaction.
- Works with the Producer to secure new accounts.
- Interfaces with clients on claims, coverages, and proposals for renewal and new business.
- May prepare and deliver targeted presentations on products and services in person or web-based, explaining the benefits of product offerings.
- Maintains relationships with insurance carriers on new business and renewal related matters.
- Works with the marketing department but may manage the marketing process for new business and select renewals on their own.
- Collaborates with the Producer to address potential obstacles to success and develop strategic solutions to overcome them.
- May act as a liaison between the Producer and other team members to ensure client service standards are in line with the Producer’s goals. Provides support related to coverages, risk transfer, & complex contract review for the team.
- Provides risk management information for clients regarding coverages in place and coverages to consider.
- Develops management programs for categories that may include:
- Large deductibles
- Loss sensitive
- Captives
- Layered programs
- Networks within the industry and studies the competition.
- May chair and coordinate team meetings.
- Handles projects at insured’s request.
Qualifications:
- Excellent communication and organization skills.
- Excellent problem solving, organization and project management skills.
- Solution oriented and adaptable to change.
- 10+ years of experience in insurance account support and/or sales role.
- College degree in related field. Experience may be considered in lieu of education.
- Georgia Insurance License