Senior Account Executive
Core
Service existing middle market insurance accounts, evaluate coverages, and negotiate with insurance companies for property and casualty risks.
Role type
Senior Account Executive (Commercial Lines)
Builds
Tailored risk management and insurance solutions for businesses
Domain
Insurance brokerage (Property & Casualty)
Deliverable
client delivery
Required skills
P&C insurance licensing, loss analysis, SIRs, Retrospective Rating, contract review, proposal formulation, client negotiation
Preferred skills
EPIC system proficiency, large scheduled real estate and hospitality insurance experience
Technologies
EPIC, Microsoft Word, Excel, PowerPoint
Responsibilities
Service and monitor unit accounts, evaluate existing coverages and make recommendations, review contracts and audit policies for compliance, prepare specifications and applications for new and renewal business, handle heavy client contact and insurance company interaction, authorize release of Certificates of Insurance and Placement Requests, conduct client visits
Seniority
Senior, hands-on IC