Commercial Property & Casualty Insurance Account Executive Senior

Commercial Property & Casualty Insurance Account Executive Senior

Requirements

• Bachelor’s Degree
• 7+ years of related experience

Responsibilities

• Maintain responsibility for self-management and development.
• Meet with supervisor to ensure alignment and gain agreement on goals and performance standards.
• Record updates on goal achievements as indicated throughout year.
• Maintain excellent performance standards and act as role model and/or mentor to other colleagues.
• Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
• Maintain and develop product line knowledge through participation in educational opportunities.
• Act as a resource for continuous improvement initiatives.
• Comply with corporate and agency policies and procedures and all subsequent updates.
• Adhere to agency service standards and timelines.
• Utilize agency technology and software applications including agency management systems, document management systems and workflows.
• Comply with procedures as outlined in the Huntington Employee Handbook.
• Provide Customer Service to Agency Clients.
• Respond to internal and external service inquiries within optimal time frames.
• Take ownership of client relationships, managing customer inquiries and problem resolution and responding in an optimal time frame.
• Coordinate and communicate client service needs, direct and assisting team members as needed.
• Conduct periodic exposure analysis reviews with clients and prospects.
• Prepare stewardship reports and risk management documents as needed.
• Provide guidance to other team members as needed.
• Coordinate the Delivery of Agency Products and Services.
• Coordinate, direct and oversee the marketing process independently or in conjunction with the producer and other team members.
• Work with clients and carriers to obtain necessary data throughout the marketing process.
• Submit quote requests and monitor carrier responses.
• Negotiate coverage pricing and conditions to meet client needs.
• Review carrier quotes and conditions to ensure compliance with quality assurance standards.
• Deliver new business and renewal recommendations within the established time frame.
• Prepare and review client summary and proposal documents.
• Deliver client proposals and policies as requested.
• Submit new business and renewal orders to carrier and monitor receipt of coverage documents.
• Review proposals, policies, and other documents for quality assurance requirements in accordance with agency procedures.
• Schedule and conduct client appointments and meetings as need.
• Participate in Agency Growth Initiatives.
• Identify account rounding coverage opportunities.
• Obtain and present quotes for recommended coverage.
• Seek cross sell and referral opportunities across product lines.
• Conduct or assist with new business prospecting activities.
• Maintain and update client and policy data per agency procedures.
• Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up.
• Document correspondence, conversations and tasks according to agency procedures.
• Assist in Colleague Development.
• Serve as product and technical expert and resource as requested.
• Assist with colleague training as requested.
• Participate in corporate projects and initiatives.
• Assist with workflow development and implementation to support corporate initiatives.
• Perform other duties as assigned.

Preferred Qualifications

• Insurance license and advanced insurance designation or equivalent