Senior Account Executive of Commercial Lines

Job Description

This is a Hybrid Position.

Job Summary: We are seeking a talented and experienced Senior Account Executive - Vice President of Commercial Lines to join our team. The title and role specifications are commensurate with experience. The ideal candidate will be enthusiastic about risk management and possess a proven track record of working well in a team setting to promote the production of new accounts and retention of existing accounts. The ideal candidate will work on cross-selling and creatively execute successful marketing strategies. The ideal candidate will provide prompt, efficient, and high-quality service to clients and prospective clients. The best candidate will have the marketing acumen to find and execute new business as the opportunity arises.

Duties/Responsibilities:

Set up new business and renewal submissions.

Prepare applications and request underwriting information needed; forward to the client

Order historical loss data

Prepare Specifications and Proposals

Review quotes; negotiate pricing/terms

Marketing/Binding, gathering additional information as required

Forward binders, COI’s, EPI’s. ID cards and invoices

Review/process policies when received

Update applications in EPIC with renewal information and subsequent changes

Review/process endorsements when received

Client visits, as necessary

Issue/request/review binder extensions when applicable

Issue midterm COI’s/EPI’s when requested

Billings/Invoicing/Accounting Discrepancies

Bill Risk Management fees (monthly, quarterly or annually)

Contract review as necessary; provide recommendations

Claims handling

Process Audits

Follow up on activities daily

Follow up on cancellations

Finance Agreements

Prepare premium allocations

Policy changes

Stay informed about industry developments and emerging trends

Other duties as assigned