- Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in the field.
- Provide mentorship and leadership to other team members, contributing to the growth and development of books of business.
- Opportunity for upward mobility and advancement opportunities across AssuredPartners
- Client Support
- Lead meetings with clients, including negotiating, selling lines of insurance, and renewal meetings at client locations.
- Responsible for providing comprehensive client support and acting as the main client contact for the book of business.
- Effectively manage difficult client communications, including loss of coverage, claim denials, unfavorable underwriting, and other challenging renewal scenarios.
- Account Management
- Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design client insurance and risk management plans as assigned and directed by Agency management.
- Own all audit, review, and claims processes for assigned book of business.
- Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the client's needs and the presentation's circumstances.
- Insurance Expertise
- Manage and develop strong personal relationships with appropriate insurance carrier personnel.
- Skilled at forecasting industry trends to predict needed changes in client strategies.
- Review changes in carrier offerings and policies and relay information to the larger service team and directly to clients, in addition to cross-selling other lines of business.
- Leadership
- Mentor or lead the work of more junior team members.
- Facilitate and collaborate with the account team on the agency's renewal strategy.
- Client Strategy
- Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts.
- Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency.
- Other duties as assigned.
- Some travel may be required.
- 3 years of related Personal Lines experience is required.
- High Net Worth Insurance experience required
- Applied EPIC experience is preferred.
- Current Property and Casualty license required; professional designations preferred
- Comprehensive knowledge of available personal line coverages based on business classification and informed on industry trends and client retention strategies.
- Highly developed problem-solving and solution-design skills; strong written and verbal communication skills
- Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees
- Highly proficient in the use of Microsoft Office or similar software, including spreadsheet and presentation software
- Skilled in the use of agency management software with the ability to quickly learn new systems and processes.
- Competitive base salary
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind: 5 affordable medical plan options with rates based on your salary, company-paid HSA contribution with eligible HSA plan selection, two dental plan options offering orthodontia coverage and three cleanings per year, and two vision plan options
- Company match 401(k) plan – 50% up to 6%
- Support your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers.
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits and discounts.
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners.
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Account Executive - Wayne, United States - AssuredPartners
Description
At AssuredPartners, our Wayne, PA, is growing Are you an expert working with High Net Worth Private Client Accounts, then we are the place you want to be. You will partner with our sales team and work independently on sales opportunities to lead the day-to-day management of current clients' insurance programs. As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Account Executive to support our Personal Lines department and deliver exceptional risk management solutions to our growing client base.
Why This Role?
What You'll Do:
What You'll Need:
What's In It For You?
To help you make the best decision for your personal growth, it's important for us to share a glimpse of what we offer our top asset, our people:
