Experienced Insurance Marketing Account Executive; Broker

JOB OVERVIEW

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!

The Insurance Senior Marketing Account Executive's (aka Broker or Placement Specialist) is involved throughout the life of the policy - not just at point of new business or renewal, but throughout the year. The Marketing Account Executive builds relationships with clients and carriers to provide high-touch service. The main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting advice, and negotiating and implementing clients’ insurance programs.

Marketing Account Executives communicate frequently with clients and provide day-to-day supervision over the coordination and execution of all facets of both the account service plan and routine transactions. In all areas, it is expected that the Marketing Account Executive will actively seek to cultivate, improve and cement a positive client relationship and use the EPIC resources necessary in performing these functions.

LOCATION: HYBRID - Birmingham, AL:
Role will be fully in-office during training & onboarding, then can work 2 days per week from home.

• REQUIRED:
  
  Candidates with at least 5+ years of insurance marketing / placement / brokering experience.
• Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition,
  eager to work as a team but also functions well working independently.

A detailed list of job duties includes (but is not limited to):

• Assumes ownership of customer concerns and feedback through successful resolution

• Manages renewal process from start through close

• Client facing Insurance Professional

• Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight

• Train, develop, and delegate to marketing associates for assistance in efficiently completing renewals and ongoing program management

• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team.

• Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client’s current program is best product option for accounts.

• Negotiates renewals with carriers and reviews quotes for accuracy.

• Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies

• Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system

• Verifies policy and policy changes information

• Fields and responds promptly to inquiries from client, carriers, and Producers

• Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed

• Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations

• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts

• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards

• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance

• May assist with training of other service staff

• Participate in the process of acquiring new business as needed which may…