Casualty Account Executive - Construction - The Jonus Group : Job Details

JOB DESCRIPTION POSITION: Account Executive DEPARTMENT: Commercial Lines POSITION REPORTS TO: Team Leader FLSA STATUS: Exempt Workday JOB CODE: CSPCACCTEXEC514 Garden City Prepared: July 2020 NE TRAILS Approved by: JG June 2024Purpose: Retain and grow business by servicing and managing client and prospective client relationships both internally and externally collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities. Essential Duties and Responsibilities:1. Establish, cultivate and manage customer relations with client and prospective decision-makers; as well as carrier partners and internal resources throughout the organization.2. Identify gaps in coverage and advise the client and prospective clients with options; as well as work through complex coverage needs.3. Responsible for loss analysis, providing coverage comparisons, review of policy forms, claims reporting and resolution, and responding to coverage questions for assigned book of business.4. Ensure matters are tended to in relation to the assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes.5. Manage the renewal process for all assigned and prospective clients including loss trend analysis, the negotiation of renewal pricing, stewardship reporting, as well as preparing and delivering the renewal proposals and binders.6. Grow book of business through networking and referrals to identify prospects, and cross-selling. 7. Support sales team with new business meetings and implementation of new clients. 8. Create and present educational materials for value-add services to clients and prospects. 9. Review and resolve client disputes regarding complex claims. 10. Ensure internal compliance and client disclosure requirements, policies, endorsements, and certificates meetclient expectations, legal requirements, and insurance operations. 11. Support training initiatives for new service and sales teammates. 12. Follow agency guidelines, policies, and procedures. 13. Promote teamwork within department and profit center through support, knowledge sharing and a positiveattitude. 14. Promote a commitment to achieve or exceed internal and external performance standards. 15. Participate in training opportunities to remain current on industry information, new product development,legislation, coverages, technology, and continuing education required for valid licensing. 16. Attend internal and external meetings. 17. All other duties as assigned.Competencies:1. Resilience- Steps up to tackle tough assignments. 2. Drives Results - Consistently achieve results through problem solving. 3. Instills Trust- Gains the confidence & trust of others through honesty, integrity & authenticity. 4. Customer Focused - Builds strong relationships and delivers customer centric solutions. 5. Drives Engagement - Helps create a positive and engaging work environment. 6. Cultivates Innovation - Creates new and better ways for revenue growth and client retention. 7. Attracts & Develops Talent - Refer top talent and set a positive example for potential new hires. 8. Decision Quality - Make good and timely decisions that drive efficient workflows. 9. Communicates Effectively - Delivers communications that convey a clear understanding of the unique needs ofdifferent audiences. 10. Mentorship - Support the growth and development of others through teamwork and knowledge sharing.JOB DESCRIPTION POSITION: Account Executive DEPARTMENT: Commercial Lines POSITION REPORTS TO: Team Leader FLSA STATUS: Exempt Workday JOB CODE: CSPCACCTEXEC514 Garden City Prepared: July 2020 NE TRAILS Approved by: JG June 2024Education, Experience & Knowledge: Required:• Valid Property and Casualty Insurance Producer license in good standing. • Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted. • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point,and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc. • Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, bindingmachine, etc.) • 7+ years' experience in the insurance industry, or a related field.Preferred:• College Degree in a business-related field. • Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU)To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Physical Requirements Necessary on a Regular Basis: • Ability to independently visit clients, prospects, and make related calls to others approximately 40%-50% of time. • Ability to travel for industry and carrier events approximately 10-15% of time. • Ability to perform 30% sedentary work, exerting up to 10 pounds of force occasionally, and exert negligible forcefrequently; may be asked to exert up to 20 pounds of force periodically, as needed. • Vision sufficient for use of a computer monitor. • Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse and telephone ona constant basis, 7-8 hour per day. • Speech and hearing sufficient for phone and in-person communication. • Physical efforts include repetitive small motor activity, grasping, verbally communicating detailed and importantinformation to others quickly and accurately, stooping, reaching, standing, lifting light objects less than 10 pounds frequently, and climbing occasionally.I acknowledge that I have reviewed this job description and can perform the essential duties with, or without, reasonable accommodation. Employee Name: Employee Signature: Date Reviewed: _________________ This job description is not meant to be an all-inclusive statement of the duties and responsibilities listed above. Other appropriate duties may be included from time to time.