Account Manager, ProEx - Executive Risks
Core
Managing and growing an established book of business for executive risk clients, providing coverage solutions and client service.
Role type
Account Manager (Commercial Insurance)
Builds
Executive Risk insurance policies (D&O, EPL, Fiduciary Liability)
Domain
Insurance / Commercial Lines / Executive Risk
Required skills
Commercial insurance account management, financial lines knowledge, policy wording review, coverage gap identification, proposal accuracy, market research, new business development, client presentation, underwriter collaboration
Preferred skills
Financial lines experience, Executive Risk experience, industry designations (CAIB, CIP, CRM, BCIT Risk Management)
Technologies
EPIC, CORE, Policy Works, Certificate Exchange
Responsibilities
Manage and service an existing book of business focused on Directors' & Officers' Liability (D&O), Employment Practices Liability (EPL), and Fiduciary Liability; Lead the marketing and placement of Executive Risk accounts; Communicate proactively with clients and provide advice tailored to their risk profile; Identify cross-sell and upsell opportunities; Meet and/or exceed monthly budgeted targets; Process documentation including Certificates of Insurance, Cover notes, and Premium Finance contracts; Manage and collect Account Receivables; Exercise oversight over the New Business and Renewal Process; Be proactive in the claims process.
Seniority
Mid-Senior, hands-on IC