Thursday, February 27, 2014

Commercial Lines Account Executive, Team Leader-Houston, TX

The Commercial Lines Account Executive, Team Leader is a vital part of the strategic growth  plans this Houston based agency has put in place.  Paired with a new sales team, you'll be the technical resource for producers who are running hard and fast to originate new business.  To keep up with their business development goals they need a strong partner who is the subject matter expert on property and casualty programs and will work directly with clients to execute most of the client service commitments.  The agency expects this person to also provide team leadership over the account managers who are excited about the growth and changes but need more senior level direction to stay organized, manage workflows and define roles. 


Commercial Lines Account Executive, Team Leader Responsibilities:

  • You'll be most involved in strategic program and plan design; the true marketing function of obtaining competitive and unique risk management options for clients.  The producer will give you full authority to select which insurance companies you want to do business with and negotiate terms in the best interest of the client.  You'll put those results together in proposals and presentations as well as help design the client service plans.
  • Play a key role in ongoing client service management.  Provide direction to the account management team. Respond to requests from insureds throughout the year.  Keep tabs on changes to risk, exposure and level of satisfaction with the agency's service offerings.  Make introductions to value added services the client may want pertaining to claims and loss control.   Work through escalated customer service issues, workflow and processes and procedures to keep the service and marketing functions running smoothly. 



Commercial Lines Account Executive, Team Leader Requirements:

  • Bachelor's degree is required.
  • At least five (5) years of senior commercial lines account management and/or account executive experience; demonstrated team leadership is a must.  Prior involvement in the sales process is critical.
  • Emphasis must be in the placement and technical management of larger commercial accounts as well as fulfilling client service plans through your personal work alongside insureds (handling review meetings, recommending coverage enhancements and making presentations).
  • Can accept the responsibilities of being a leader within a client service team.  This includes experience managing problems with current accounts, determining correction action and bringing team members into the process of client advocacy and support.
  • State insurance license.



Please contact Scott Thompson for immediate confidential consideration and additional details. 
Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.


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