Commercial Lines Account Executive; NC hybrid​/remote

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The Property & Casualty, Commercial Lines Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from your manager. You will manage a book of business comprised of middle markets to larger insurance clients with an emphasis on client retention.

The primary function of this position is to provide quality service to clients and cross-sell/account-round within the existing book of business. You will be the day-to-day liaison between the insurance company and designated middle-market clients. You will manage and control relationships with clients in collaboration with Producers and/or Account Executives.

This is a full-time position, ideally working hybrid from our Charlotte, NC office. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule.
When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.

• Give the most prompt, accurate, and courteous service that customers have ever received…anywhere.
• Increase revenue by rounding out commercial lines accounts.
  
  Negotiate pricing and coverage terms in the client’s best interest.
• Develop relationships that lead to new business sales.

• Create complete marketing submissions including client coverage needs, gathering exposure data, researching property, vehicle and equipment values through serial numbers, replacement cost assessments, client invoices and/or tax and financial data.
• Review prior policies and analyze coverage for gaps and coverage enhancements for new business opportunities.
• For renewal and new business, complete Acord applications, specialty applications & supplemental applications by accessing the missing data and assisting the producer with full completion of all necessary applications.
• Review and analyze historical data, such as payroll, revenue, employee count, contracted cost, number of vehicles in comparison to premium and losses, to discuss the account with carriers & clients on pricing and coverage options.
• Review prior claim history and provide an explanation of catastrophic losses that have been corrected with an enhancement of the client’s risk management policies or procedures.
• Be familiar with carrier appetites and the market climate for proper selection and advice to Producers on eligible markets available for marketing. Develop market rapport with carriers.
• Work with carriers to assure them of complete, accurate and timely information to help them with their assessment of the account.
• Prepare client proposals, according to NFP standardization, from carrier quotes that reflect an accurate presentation of the coverage terms, pricing, exposure basis, renewal comparisons and marketing results. Highlight coverage gaps or coverage differences to make sure the insured is aware of any potential limitation or lack of coverage in the event of a loss.
• Collaborate and delegate tasks to team members, which includes account assistants, account managers and Producers to assure the client’s needs are met.
• Perform all technical and clerical functions for the assigned book of business to assure the insurance service needs of individual clients are met. Initiating or assisting with new business as directed by the Producer.
• Maintain proficiency in all…