- Manage daily servicing of clients which includes contract analysis, coverage and exposure analysis, endorsement activity, problem-solving, renewal management, preparation of quotes/proposals, and binding of coverage.
- Assist producers and other department staff in closing larger/complex new business as needed.
- Assist in managing new business and renewal workflows of the department.
- Analyze coverage for gaps and coverage enhancements for new business opportunities, including review of prior policies.
- Create Broker of Record (BOR) letters and submit to carriers for acceptance.
- Oversee and delegate tasks to other team members as needed to ensure the clients needs are met.
- Perform all technical and clerical functions for the assigned book of business to ensure the insurance service needs of individual clients are met.
- Identify opportunity to upsell and cross-sell new lines of coverage to existing accounts.
- Maintain proficiency in all technical aspects of the position including policy review, limits, coverages, program design, solvency issues as well as excess & surplus lines placements.
- Remarket and manage renewal activities with the Account Manager/Account Executive/Producer.
- Address client needs by communicating with the client to ensure that all appropriate resources are being utilized.
- Develop and maintain complete, accurate, and timely data in EPIC according to NFP Standards, Policies & Procedures.
- Minimum of 5 years in Commercial Property & Casualty insurance agency along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts. Expertise in habitational and commercial real estate is a must.
- Ability to manage a book of business with the following characteristics:
- Higher education designation (CPCU, ARM, CIC, CRM) is preferred.
- Experience with compliance, forecasting, annual audits, and reporting.
- Professional presentation skills required.
- Knowledgeable about real estate industry trends, new product information, legislation, coverages, and technology to continuously improve performance.
- Although this position will be primarily responsible for internal account management functions and operations, previous sales management experience and a willingness to mentor others is valued.
- This position is client facing and will require some local travel to meet with clients and prospects.
- Excellent verbal and written communications skills, working knowledge of Agency Management Systems, proficiency with office software applications, etc.
- Able to work in a fast-paced environment where time-management and prioritization skills are essential.
-
Account Executive
2 days ago
Glue Up McLean, United StatesGlue Up is looking for an energetic, strategic self-starter to join our diverse team. The Account Executive is responsible for both placing outbound calls to potential customers and handling inbound leads. Our customers are primarily associations, chambers of commerce and corpora ...
-
Named Account Executive, Aerospace
1 day ago
Salesforce McLean, United StatesJob Category · Sales · Job Details · **About Salesforce** · We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole ne ...
-
Prime Ecs Account Executive, Public Sector
1 week ago
Salesforce McLean, United StatesJob Category · Sales · Job Details · **About Salesforce** · We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole ne ...
-
Prime Ecs Account Executive, State
1 week ago
Salesforce McLean, United StatesJob Category · Sales · Job Details · **About Salesforce** · We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole ne ...
-
Mid-market Account Executive Remote Sales Ne
3 weeks ago
OnTrac McLean, United StatesMid-Market Account Executive · E-Commerce Delivery Solutions · You will be a driving force for generating new sales leads and revenue targets. The Mid-Market Account Executive focuses purely on establishing new strategic business relationships with small to mid-sized retail E-Com ...
-
Account Executive
1 week ago
Burwood Group Bloomington, United StatesWho We Are · Burwood Group is not your average technology consulting firm. We are an innovative, culture-driven industry leader, that helps companies use and manage technology to transform business and improve outcomes. Founded in 1997, headquartered in Oak Brook, IL, we've grown ...
-
Account Executive
3 weeks ago
Cherokee Nation Businesses LLC McLean, United StatesJob Description · Overview: · Hybrid Opportunity · Account Executive (Intelligence Community) - Tyson, VA · Salary: $146K - $230K, plus 12.5%-25% bonus opportunity · Job Description · The Account Executive will lead business development for our federal government customer groups ...
-
Account Executive
3 weeks ago
Tech Electronics Bloomington, United StatesWho is Tech Electronics? · We provide systems and services that help our customers work smarter, feel safer, and collaborate more effectively. Tech Electronics is a technology services organization headquartered in St. Louis, Missouri with seven offices across the Midwest. · At T ...
-
Account Executive
6 days ago
Adams Outdoor Bloomington, United States**Peoria/Normal/Bloomington, Illinois Area · JOB SUMMARY: · Adams Outdoor Advertising (AOA), the leading advertising platform in Bloomington and the 4th largest Outdoor Advertising firm in the U.S., is seeking Account Executives to support its sales team. Successful candidates ...
-
Account Executive
1 week ago
Grafik McLean, United StatesJob Description · Job DescriptionSalary: · This position is located in the greater Washington D.C. and Philadelphia markets with the ability to work remotely. · Our clients rock And that is why we need rock stars to join our Account Management team. As part of the team, you will ...
-
Account Executive
1 week ago
SAHOURI INSURANCE & FINANCIAL McLean, United StatesJob Description · Job DescriptionAccount Executive – Commercial Real Estate · Sahouri Insurance & Financial is a privately held insurance agency headquartered in the heart of Tyson's Corner. As an all-lines insurance broker, Sahouri Insurance has been serving domestic and intern ...
-
Account Executive
1 week ago
Adams Outdoor Bloomington, United StatesJob Description · Job Description**Peoria/Normal/Bloomington, Illinois Area · JOB SUMMARY: · Adams Outdoor Advertising (AOA), the leading advertising platform in Bloomington and the 4th largest Outdoor Advertising firm in the U.S., is seeking Account Executives to support its sal ...
-
Account Executive
1 week ago
Appian Corporation McLean, United StatesJob Description · Job DescriptionHere at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, w ...
-
Account Executive
2 weeks ago
Glue Up McLean, United StatesJob Description · Job DescriptionGlue Up is looking for an energetic, strategic self-starter to join our diverse team. The Account Executive is responsible for both placing outbound calls to potential customers and handling inbound leads. Our customers are primarily associations, ...
-
Account Executive
1 week ago
Adams Outdoor Bloomington, United StatesJob Description · Job Description**Peoria/Normal/Bloomington, Illinois Area · JOB SUMMARY: · Adams Outdoor Advertising (AOA), the leading advertising platform in Bloomington and the 4th largest Outdoor Advertising firm in the U.S., is seeking Account Executives to support its sal ...
-
Account Executive
1 week ago
Adams Outdoor Advertising Normal, United States**Peoria/Normal/Bloomington, Illinois Area · JOB SUMMARY: · Adams Outdoor Advertising (AOA), the leading advertising platform in Normal and the 4th largest Outdoor Advertising firm in the U.S., is seeking Account Executives to support its sales team. Successful candidates will ...
-
Account Executive
1 week ago
Adams Outdoor Normal, United States**Peoria/Normal/Bloomington, Illinois Area · JOB SUMMARY: · Adams Outdoor Advertising (AOA), the leading advertising platform in Normal and the 4th largest Outdoor Advertising firm in the U.S., is seeking Account Executives to support its sales team. Successful candidates will ...
-
Account Executive
1 week ago
Adams Outdoor Normal, United StatesJob Description · Job Description**Peoria/Normal/Bloomington, Illinois Area · JOB SUMMARY: · Adams Outdoor Advertising (AOA), the leading advertising platform in Normal and the 4th largest Outdoor Advertising firm in the U.S., is seeking Account Executives to support its sales te ...
-
Account Executive
1 week ago
Adams Outdoor Normal, United StatesJob Description · Job Description**Peoria/Normal/Bloomington, Illinois Area · JOB SUMMARY: · Adams Outdoor Advertising (AOA), the leading advertising platform in Normal and the 4th largest Outdoor Advertising firm in the U.S., is seeking Account Executives to support its sales te ...
-
Account Executive
1 week ago
Adams Outdoor Normal, United StatesJob Description · Job Description**Peoria/Normal/Bloomington, Illinois Area · JOB SUMMARY: · Adams Outdoor Advertising (AOA), the leading advertising platform in Normal and the 4th largest Outdoor Advertising firm in the U.S., is seeking Account Executives to support its sales te ...
Commercial Lines Account Executive - McLean, United States - Harrison Gray Search & Consulting
Description
Job Description
Job DescriptionHarrison Gray Search has partnered with an exciting, privately-held insurance brokerage seeking a P&C Producer (middle-market). Our client has been recognized as "Best Places to Work" and has been servicing communities with success for over fifty years. This company is located in the greater Washington DC area.
Job Description:
The primary functions of this position are to manage a book of business comprised of middle markets-larger Property & Casualty insurance clients (within the Real Estate sector) with an emphasis on full client retention.
The Account Executives (AE) provide quality service to clients, manage and control client relationships, and support Producers in their efforts to attract and retain clients. The Account Executive will be the day-to-day liaison between the insurance company and designated accounts. The AE is responsible for the successful fulfillment of corporate strategies and compliance with company workflows and procedures.
Responsibilities:
Qualifications/Experience:
