Account Executive - Commercial Insurance
On-siteSan Diego, California, United States
Job Summary
Oversee ongoing account service activities by preparing monthly production reports, managing receivables with Client Sales Executives, and coordinating coverage placements through the service team. Lead client meetings, deliver proposals and binders, and manage the full renewal process from initiating contact to gathering underwriting information. Maintain current insurance summaries and COWs annually while ensuring deliverables meet client requirements, cost, and schedule. Act as a leader for service team members, facilitating problem-solving and fostering an environment of trust and open communication. Collaborate with department managers to escalate issues and provide necessary business information to enhance team professional development.
Required Qualifications
- Bachelors degree
- 3 or more years of daily World Class Client service experience
- minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service
- valid unrestricted California Fire & Casualty Solicitors license
- valid Drivers license
- advanced insurance designations applicable to the above duties such as CPCU or CIC designations
- Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance
- Proficiency with MS Office Software (Word, Excel, Outlook)
- Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form
- Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones
- Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay
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