Commercial Account Executive

Commercial Account Executive

Essential Duties & Responsibilities :

Documentation :

Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to :

• A point of contact with the Producer
• Initiate correspondence with the marketplace
• Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program
• Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.
• Begin to demonstrate a consultative ability to instruct and guide the client
• Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.
• Manage Accounts Receivables
• Manage Direct Billing with respect to Cancellations
• Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources) :
• Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and / or carriers.
• Create and complete COPE spreadsheets, as needed.
• Prepare Loss Summaries
• Prepare proposals for renewal terms
• Issue Acord Insurance Binders for renewal terms
• Initiate Premium Finance Requests
• Prepare Schedules of Insurance for delivery to client
• Prepare policies for delivery to client
• Process Policy Audits and Monthly Reports
• Identify and resolve Accounting discrepancies
• Create requests for changes to client's coverages
• Process mail and phone requests on daily basis
• Prepare Acord applications
• Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
• Adhere to document retention software documentation guidelines
• Perform Quality check and control on insurance policies in their entirety
• In absence of more senior team members, provide direction and guidance to other members when appropriate

Teamwork :

Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to :

Technical Expertise :

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to :

Requirements :