Account Executive

About the job

One of New England’s leading independent insurance agents is seeking an experienced Account Executive to help with our growth. We are a large, vibrant, fast-growing agent who is centrally located in the western suburbs of Boston convenient to major routes. This role is responsible for interacting with and managing an assigned group of important accounts. This critical role requires management of the client relationship, ongoing management of coverage and risk management delivery, expansion of coverage and account retention. Prior Agency Experience Required!

Job Responsibilities

• Acts as lead consultant and primary point of contact for a wide array of commercial clients
• Managing account activity to drive achievement of customer satisfaction, persistence, growth and profitability goals
• Educates and advises clients on insurance needs based on a comprehensive understanding of their business. Identifies & recommends products/insurance programs to meet such needs
• Understand customer business issues, and needs through required proactive face-to-face customer visits and proactive phone contact; builds, maintains, and manages positive ongoing customer relationship at all decision.
• Provides guidance, direction and oversight to Account Managers regarding marketing avenues and strategies, proposal and summary development, and problem solving direction; 3 to 5 years of account management experience preferred
• Maintains relationships with insurance carriers and facilitates insurance carrier negotiations
• Ensures creation and execution of renewal strategy plan in accordance with workflows communicates customers’ needs, issues, risks, and opportunities; prepares and presents renewal to customer.
• Keeps clients apprised of emerging industry trends and pertinent coverage considerations
  

Core Competencies

• Exceptional aptitude for customer service and nurturing long-term, trusting relationships
• Highly accountable, resourceful and flexible
• Possess strong consultative skills
• Proven hands-on experience with an in-depth understanding of Commercial Lines Coverages
• Be laser-focused on delivering outstanding service to clients
• Must be able to work in a collaborative, team-oriented culture, where there may be 2 to 3 employees delivering service as the account team
• Excellent written, verbal and presentation skills
• Effective time management and problem-solving skills
• Minimum of 3-5 years of directly related commercial lines insurance experience (5 plus years of experience preferred)
• Property & casualty license required
  

Role requires onsite presence. Limited remote hours can be discussed.