Account Executive

Pay Information

This range is provided by CIA - Commercial Insurance Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Account Executives are responsible for new and existing business accounts. They will also assist and mentor the support staff. For new business, Account Executives are responsible for aggregating all needed information into clear and concise carrier applications, risk profiles, loss summaries, benchmarking reports, and executive summaries for each respective new company the Producers bring in. After the information has been gathered, the Account Executive will work with the new business service team to get Acord Applications and information entered in Epic and they will send a narrative of each company to the respective carriers along with pertinent needed information.

• Nurture and improve client relations by providing expedited turnaround time for client and team requests and delivering exemplary service.
• Review summary reports of insurance policies with assessment of coverages and improvements submitted by support staff.
• Create “Risk Profiles” to send to Underwriters with all aggregated information needed to create Accord Applications to send to the market.
• Create loss summary reports to present to clients and discuss any control measures that can be implemented to reduce claims and losses.
• Send the bind order with the final, revised quote to the underwriter asking to bind coverage.
• Market new and renewal accounts according to company procedures.
• Utilize appropriate agency systems and databases to complete initial information for supplemental applications, following outlined policies and procedures.
• Assist in creating/preparing proposals to present to the client.
• Travel required for company-sponsored training, meetings, and events.
• Other duties as assigned by management.

• Commitment to professional development and continuous learning in commercial property and casualty insurance coverages.
• EPIC, CSR
  24, and Indio Pictometry, MSB and Price Digest workflow standards and maintenance of documentation.
• Strong organizational skills and ability to multitask while paying close attention to detail.
• Problem-solving and decision making.
• Knowledge of insurance market trends, submission processes and policy coverages.
• Excellent verbal and written communication skills and ability to de-escalate tense client interactions while providing a timely solution to their concerns.

• 7+ years of client management experience working on large commercial accounts.
• P&C licensed.

• CISR, CIC, CRM, ARM, AAI, and/or CPCU designations preferred.

Mid‑Senior level

Full‑time

Sales and Business Development

Insurance