JOB TYPE: FLSA Exempt REPORTS TO: President/CEO of Agency Business Insurance/Property & CasualtyESSENTIAL DUTIES & RESPONSIBILITIES: Documentation, Manage the Client Insurance Program utilizing agency management system. Generally, manages larger and more complex accounts than the Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e., assigned Account Managers or external resources) and not limited to: Acts as a main point of contact with the Producer Initiate correspondence with the marketplace Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client s insurance program Maintain positive client relationship and analyze situations, make proactive decisions and manage the follow-through. Demonstrate a strong consultative ability to instruct and direct the client Manage upcoming deadlines and events, informing and updating the Producer, as needed. Manage Accounts Receivables Manage Cancellations with Direct Billing. Responsible for ensuring the following are accomplished (via delegation to Account Manager or external resources): Create, issue, and prepare Acord applications and binders, including Supplementals, as needed, for submission and renewals to marketing department and/or carriers. Identify and resolve application discrepancies Create and complete COPE spreadsheets Prepare Loss Summaries Initiate Premium Finance Requests are Prepare Schedules of Insurance for delivery to client Prepare policies for delivery to client Process Policy Audits and Monthly Reports Create requests for changes to client s coverages Process mail and phone requests on daily basis Prepare documents for renewal terms, including Insurance Proposals, binders and Certificates of Insurance Adhere to document retention software documentation guidelines Manage and perform quality check and control on insurance policies in their entirety Make recommendations for additional products/services as well as expanding broker/consultant services as appropriate to meet client needs Teamwork Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to: Delegate and manage tasks given to the Account Manager, as well as outsourcing teams Ensure tasks from both Account Manager and outsourcing team are completed as directed Ensure Account Manager is performing all tasks as outlined in the MMA AM Job Description Provide direction and guidance to other members Treat clients, prospects, and company employees with courtesy and respect. Contribute to a team approach toward meeting goals and providing excellent client service. Coordinate and monitor usage and quality of outsourcing teams Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of their training and development Build and maintain vendor relationships Negotiate with carriers on cost and program design Assist in plan recommendations for the client Coordinate, Present and Attend Client Meetings including though not limited to: Schedule/Participate in Mid-year and Renewal Meetings, including coordinating materials used in meetings (MINIMUM OF 12 visits per year with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/safety/loss control meeting, gathering information, delivering policies, collecting payments . etc.), with or without Producer as necessary Technical Expertise Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to: Analyze insurance quotes and make recommendations Comprehend and interpret Insurance Contract requirements for Certificates Communicate with insurance carriers as needed Communicate with clients as needed Client facing meeting as required, either in-house or offsite Stay up to date on carrier plans and websites. Become proficient using premium analysis software. Utilize carrier online rating programs as necessary. Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager Design insurance program for client based on defined needs Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.) Identify and address any coverage gaps with producer, carrier, and client Become subject matter expert and resource in area of interest or technical capabilityOther Responsibilities REPORTS TO: Director of Client Services Business Insurance/Property & Casualty Manage the Client Insurance Program, utilizing agency management system Generally, manages larger and more complex accounts than the Account Executive Duties include those that are done directly or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to: Acting as the main point of contact for the producer Initiate correspondence with the marketplaceRequirements Licensed: Texas P&C Agent Education: Bachelor s Degree, preferred (Internal) 5-7 years of Account Executive experience preferred (External) Minimum of 7-10 years of midmarket Commercial Account Executive experience preferred CIC & CRM, or CPCU preferred If no designation, then requisite experience as an Account Executive Demonstrated ability to meet and exceed objectives through effective delegation and account management Demonstrate ability to multi-task and prioritize work Willingness to work to meet client needs beyond scheduled hours (emails and calls evenings and weekends Ability to travel to meet client service needs when necessary Proficient at Word, Excel, and current internet technologies. Demonstrate proactive work style - Does not have to be asked or reminded of tasks. Ability to learn, analyze and comprehend commercial lines of insurance. Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity, and tactfulness Demonstrate track record of interacting with, meeting with, and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions. Demonstrated experience in client facing roles, i.e., primary presenter of Client new business presentations and renewal presentations, strategy meetings, claims reviews, mid-year reviews, etc. Ability to interact with, support, collaborate with and direct employees in a variety of subordinate, peer, and superior employee roles Ability to speak professionally and comfortably in front of others Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to always maintain composure, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services. Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client. Licensed: Texas P&C Agent Education: Bachelor s Degree, preferred (Internal) 5-7 years of Account Executive experience preferred (External) Minimum of 7-10 years of midmarket Commercial Account Executive experience preferred CIC & CRM, or CPCU preferred If no designation, then requisite experience as an Account Executive Demonstrated ability to meet and exceed objectives through effective delegation and account management Demonstrate ability to multi-task and prioritize work Willingness to work to meet client needs beyond scheduled hours (emails and calls evenings and weekends Ability to travel to meet client service needs when necessary Proficient at Word, Excel, and current internet technologies. Demonstrate proactive work style - Does not have to be asked or reminded of tasks. Ability to learn, analyze and comprehend commercial lines of insurance. Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity, and tactfulness Demonstrate track record of interacting with, meeting with, and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions. Demonstrated experience in client facing roles, i.e., primary presenter of Client new business presentations and renewal presentations, strategy meetings, claims reviews, mid-year reviews, etc. Ability to interact with, support, collaborate with and direct employees in a variety of subordinate, peer, and superior employee roles Ability to speak professionally and comfortably in front of others Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to always maintain composure, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services. Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client.
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