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Commercial Lines Account Executive/Producer
Account Executive/Producer – The Account Executive/Producer is a high performing, goal-oriented individual whose primary responsibilities are generating new business, building risk management strategies, and managing client relationships. The Account Executive/Producer is expected to also coordinate the relationships between the client and the internal Cross team, oversee the work product of the internal service team, and be the driving force for renewal and stewardship tasks. In partnership with the individual resources on the client service team, the Account Executive/Producer will negotiate and engage with carriers and underwriters when necessary. The Account Executive/Producer has a responsibility to ensure team members deliver timely, technically sound and effective service as well as eliciting additional risk management resources as needed to address clients’ individual needs.
The Account Executive/Producer will also be involved with creating and assisting with new or expanded business opportunities for Cross Insurance with either existing clients or prospective clients.
Duties of a Commercial Lines Account Executive/Producer include, but are not limited to:
- Generate Commercial Lines leads and sales for the company.
- Contribute to brokerage revenue goals by promoting and selling insurance products and services.
- Foster strong relationships with consistent, value-added engagement between Cross and its client.
- Responsible for the development of detailed, effective, state-of-the-art insurance strategies and implementation of the same for Cross Commercial Lines clients managing new business opportunities and renewal programs.
- Manage the entire new business or renewal sales cycle within the internal team – coordinating resources, managing timelines and communication.
- Lead regularly scheduled meetings with the internal team to strategize renewals or new business with appropriate timelines and clearly defined roles and deliverables.
- Assist with the definition and collection of necessary client information, financial data, and applicable applications.
- Lead efforts to build and maintain detailed client records for renewal or new business presentations – renewal metrics, schedule of insurance, marketing history, trend analysis, historic exposures etc.
- Provide Cross Senior Management with status updates on overall account performance and strength of client relationship.
- Drive organizational goals while upholding best practices within a team atmosphere.
- Organize and implement all necessary resources available for client needs including Brokerage, Account Management, Claims, and Risk Control.
- Serve as the overall advocate for clients in the marketplace and as a trusted risk management resource.
Requirements:
- Five (5) years of insurance experience in a client facing role.
- Proven sales acumen.
- Has in-depth technical knowledge of commercial property & casualty insurance coverages and products and can advise clients accordingly.
- Ability to facilitate an effective team dynamic.
- Ability to interpret, analyze and present critical insurance data.
- Strong organizational and leadership skills.
- Excellent verbal and written communication skills.
- Project Management skills including attention to detail, effective deliverables, time management and prioritization.
- Experience with AMS360, Microsoft Office (Word, Outlook, PowerPoint, Excel, Teams) and Salesforce.
- Commercial Lines Producer License.
