Commercial Lines Senior Account Executive

Commercial Lines Senior Account Executive

Position Summary : The Commercial Lines Senior Account Executives have leadership / mentorship and advisement responsibilities over Account Managers and their respective books of business / client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. This position will focus on Real Estate and Habitational accounts.

Supervisory Skills : None

Essential Tasks :

• Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines
• Maintains knowledge of new developments or changes with various carriers and new Federal / State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures : documents electronic filing accordingly
• Generating premium allocations for clients; advanced Microsoft Excel proficiency
• Negotiating rate terms and conditions with Carriers on behalf of clients
• Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.), Account Managers, and Client Service Managers
• Investigates, initiates and prepares necessary summaries of insurance, proposals and applications, submits them to appropriate insureds and carriers, obtains clients' signatures on all applications, follows up to ensure timely responses, either in conjunction with Producer or independently
• Demonstrates ability to present proposals to clients with or without assigned Producer
• Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
• Consults, informs, and educates audit procedures to clients.
• Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients, agency personnel, and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business
• Involved in clients' loss control visits and subsequent recommendations and / or relevant claims

Core Competencies :

Experience and Education :

Licensing and Credentials :

Systems :

Perks & Benefits :

Location :

Physical Requirements :

Benefits & Compensation :

Notice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. Applications will be accepted until the position is filled.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.