Scott the Insurance Recruiter: commercial account management

Wednesday, February 19, 2014

Senior Commercial Account Executive-Atlanta, GA

In some agencies the title Account Executive is only determined by a person’s ability to handle policy administration for more complex accounts. In other firms, such as the organization this opportunity is with, the Account Executive function is a direct extension of the producer as a subject matter expert on complex insurance programs, financing options, underwriting analysis and stewardship. The primary focus for this service driven role remains the retention and development of a book of business. However, the more capable an individual is with handling direct client consulting the more the producer is able to focus on business consultation, new revenue generation and market expansion for the agency.

Senior Commercial Lines Account Executive Responsibilities:

Lead the ongoing client risk management process and provides coverage options, funding alternatives and value-added service options to meet specific client needs.
Develop and promote cross-selling and additional revenue opportunities for clients and prospects.
Concentrate on building client-centric relationships and be involved in high level marketing, proposal presentations and execution of the risk management plan.
Manage all new business implementation between the client and service team and provide leadership when addressing solving complex service issues.
Develop and maintain insurance company underwriting and other key market relationships to stay abreast of new products and marketing strategies and promote partnership-based renewal negotiations.
Create teamwork and embrace new forms of technology as a critical component of the company’s ongoing success and efficiency in a competitive brokerage environment.

Senior Commercial Lines Account Executive Requirements:

Bachelor’s degree is required. Professional designation or advanced continuing education is highly desired.
A minimum of seven (7) years of experience in a similar account executive position for a large brokerage or consulting firm.
A detailed understanding of complex risk management accounts that require claims handling, account development and advocacy to support changes to their business exposures. Therefore, you must have experience with managing large deductible, SIR and loss sensitive programs. You also must have niche driven expertise either classified by line of coverage (large property, casualty or management liability) or by industry such as, but not limited to, public entities, construction, manufacturing, distribution or international risks.
Exhibit leadership skills akin to mentoring and training staff, running point on new accounts and creating unique marketing solutions.
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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Commercial Account Manager-Richmond, VA

Sometimes account manager titles are thrown around by insurance agencies when the responsibilities given to the person by a producer only feel administrative and transactional. That isn’t the case in this position which requires a very strong coverage technician. The producer focuses on large, risk management accounts with complex property and casualty policies. A successful person in this role must be able to balance an active renewal workload with directly corresponding with clients on issues that arise and also be able to analyze the technical parts of policies to ensure accurate coverage and pricing is in place.

Commercial Account Manager Responsibilities:

Serve as the primary client service point of contact to the insured handling a host of different issues that come up including changes in exposure, additions and cancellations of policies, billing and claims concerns, renewal preparation and marketing; creating RFPs and communicating with the sales team on updates pre-closing.
Answer questions about coverage and pricing, create and execute the renewal cycle, coordinate all renewal marketing and create RFPs.
Be a resource for producers and client service colleagues concerning markets, coverage issues and claims.

Commercial Account Manager Qualifications:

At least five (5) years of commercial insurance experience as an Account Manager or Account Executive. Underwriting experience will be considered but you must offer some career experience for a retail agency in a client service role.
Bachelor’s degree is strongly preferred; pursuance of continuing education like CIC, AU or ARM is highly desired.
Large account experience exceeding $100k-$200k in premium.
Broad coverage proficiency in general liability, commercial auto, large property, and workers compensation.
State insurance license.