✨ About The Role
- The Account Executive will be responsible for servicing a book of Commercial Lines accounts, which includes marketing, underwriting, and renewal negotiation.
- Maintaining productive business relations with clients, producers, and underwriters is a key responsibility of this position.
- The role involves ensuring clients have continuous and proper coverage while advising them on any necessary changes.
- The Account Executive will also be responsible for reviewing current policies and providing recommendations regarding placement options.
- This position requires participation in the development of new business and retention of renewal business, interacting with producers to prepare necessary documentation.
âš¡ Requirements
- The ideal candidate will have a minimum of 5 years of commercial brokerage experience, demonstrating a strong understanding of servicing accounts.
- A valid P&C brokers’ license is required, indicating a professional level of expertise in the field.
- Candidates should possess a developing knowledge of commercial insurance markets, which is essential for placing new and renewal business effectively.
- Proficiency in computer applications, particularly the Microsoft Office Suite, is necessary for managing workflows and documentation.
- Familiarity with the Sagitta agency management system will be advantageous for this role.