- Total account responsibility, including marketing and account management for assigned clients.
- Travel for client and carrier meetings, customer events, association events, and conferences. Occasional overnight travel may be necessary.
- Ability to take the lead in managing renewals.
- Cross-sell other lines of coverage when meeting with clients.
- Active participation in client presentations for new and renewal business.
- Development of new business and renewal strategies. This will include preparing specifications and marketing materials, securing underwriting information, analyzing existing coverage, and making recommendations to clients.
- Guide fast-paced new business submissions through underwriting by creating SOV's, ACORD applications, loss projections, narrative of operations, etc.
- Correspond with producer(s), clients, and underwriters during the submission process..
- Coordinate all aspects of the renewal marketing process with the client and provide program structure, review, and analysis.
- Must be able to handle complex accounts, including account placement, preparing account specifications, price negotiations, and alternative risk services.
- Provide technical competence in areas of coverage and current markets.
- Manage account services, as customary with that of an Executive Account Manager role. Must be capable of managing and balancing many different relationships – including clients, team members and carriers.
- Evaluate insureds' needs, while communicating renewal strategy to the Account Management team.
- Meet regularly with insureds to manage and build rapport throughout the year.
- Conduct various training sessions for clients, including workers' compensation reporting, GL and property reporting awareness, and various strategic trainings throughout the year.
- Attend loss prevention and similar meetings on-site and prepare clients for such meetings.
- Conduct on-site risk audits for prospective clients.
- Attend workers' compensation claims consulting meetings.
- Attend and participate in regular team sales meetings.
- Thorough documentation is required for each account, and E&O procedures must be strictly followed.
- Other duties and special technical projects as assigned.
- Education – High School graduate/GED required.
- Minimum of 5 years of insurance work experience in a related position.
- An active P&C insurance license is required.
- CIC or other advanced designation is preferred.
- Excellent communication and collaboration skills required.
- Proven analytical, marketing, and organizational skills.
- Proficient in MS Office (Excel, PowerPoint, Word, etc.)
- Must be organized and able to manage time effectively.
- Must embody the Heffernan Habits as illustrated herein.
- Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
- Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another
- Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
- Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
- Celebrate & Value Our Differences:"Because You're Different". It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
- Work environment is indoors, sitting at a desk or standing for extended periods of time.
- Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
- This position may require flexibility to work hours outside of a regular schedule.
- Ability to travel as necessary.
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Account Executive, Commercial Lines - La Mesa - Heffernan Network Insurance Brokers
1 day ago
Description
Objective:
Heffernan Kettering Rose Insurance is looking for an experienced Commercial Lines Account Executive. This role blends sales responsibilities with those of a typical Executive Account Manager. This is a dynamic role, serving as a team lead supporting their Producer(s) while providing a spectrum of innovative strategies to develop and maintain customers' insurance and risk management needs.
Responsibilities Include:
Requirements:
Compensation:
The base salary range for this position is $125,000.00 to $150, The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program.
Heffernan Habits (Expectations):
These are practices that represent our unique culture.
Working Conditions:
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Commercial Lines
Full time Only for registered members San Diego
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Commercial Lines
Only for registered members San Diego, CA
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Account Executive, Commercial Lines
Only for registered members La Mesa
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Account Executive, Commercial Lines
Only for registered members La Mesa, CA
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Commercial Lines
Full time Only for registered members San Diego
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Commercial Lines
Only for registered members San Diego, CA
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Commercial Lines
Only for registered members San Diego, CA
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Commercial Lines
Full time Only for registered members San Diego
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Commercial Lines
Full time Only for registered members San Diego
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Commercial Lines
Only for registered members San Diego
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Commercial Lines
Only for registered members San Diego, CA
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Commercial Lines
Only for registered members San Diego, CA
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Commercial Lines
Only for registered members San Diego, CA
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Commercial Lines Account Manager
Only for registered members Lemon Grove, CA
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Commercial Lines Account Manager
Only for registered members La Presa
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Commercial Lines Account Associate
Only for registered members La Presa, CA
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Commercial Lines Account Associate
Only for registered members Rancho San Diego, CA
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Commercial Lines Account Associate
Only for registered members Santee, CA
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Commercial Lines Account Manager
Full time Only for registered members San Diego
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Director, Commercial Lines Underwriting
Only for registered members San Diego, CA