Account Executive

Position Overview

The account executive interacts with the existing customer base and prospective clients in an assigned territory to provide quality customer service and increased sales by working with outside carriers to secure coverage not available through HAI Group products.

The account executive performs analysis of the various insurance programs, eligibility requirements and rate plans to determine the appropriate insurance placement for the client’s exposures and requirements. They are responsible for overall account management functions for customers in an assigned territory including new business placement, review, negotiation and processing of renewals, policy inquires, coverage reviews and claims and billing inquires.

• Support customer-focused activities and manage accounts and assigned customers
• Perform renewal, selling and cross-selling activities; analyze eligibility, exposures, inspection reports, loss history, and other information to determine appropriate insurance placement
• Evaluate performance of existing market pricing and coverage; negotiating price, or rate insurance premiums in accordance with established underwriting authority
• Adhere to eligibility requirements, underwriting guidelines and agency agreements of insurance carrier business partners, and responsibly execute rate plans within the guidelines and underwriting authority of the authorizing insurer
• Develop external relationships with quality companies that demonstrate strong capacity and solid customer service levels. Support internal operations acting as liaison and providing necessary assistance, research and support to the Underwriting department
• Subject matter expert for assigned coverage/lines of business.

• Bachelor’s degree or equivalent work experience
• 3+ years’ experience in commercial lines service in an insurance company, agency operations
• Resident producer license
• Ability to be licensed in all 50 states
• Travel Required (approx. 3 trips annually within the United States)
• Agency management system experience, preferred
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

• Excellent attention to detail
• Organizational skills, ability to handle multiple priorities while maintaining efficient workflows
• Customer Driven - able to take initiative towards resolving agency and customer needs
• Communication skills, both written and oral
• Able to present ideas clearly to customers
• Handle multiple and changing priorities

• Inside climate-controlled office building
• Ability to lift 25lbs
• Travel
• Prolonged sitting and using a PC

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The Account Services Department creates an exceptional customer experience for both current members and prospects of HAI Group. This team knows the customer’s characteristics including their challenges in the Public and Affordable housing space and builds relationships to solve those problems through HAI Group products and services. The Account Services Team represents HAI Group externally at conferences, trade shows, industry events and member/prospect visits translating the HAI Group mission and vision into every interaction.

The Account Services Team members develop positive customer relationships to bring new business into the enterprise, within an assigned territory.

[1] HAI Group® is the nation’s leading property-casualty insurance company founded by and dedicated to affordable housing organizations. While we are recognized as a pioneer of affordable housing insurance programs, insurance is not our only strength. We protect, preserve, and promote the sustainability of affordable housing with an array of products and services that support the challenges housing organizations face. Besides insurance, we offer risk management services, online training, and consulting…