Account Executive, Commercial Insurance

Job Duties & Responsibilities

• Oversee ongoing account service activities.
• Lead, present and participate in meetings with clients.
• Review and deliver summary, proposals and policies.
• Coordinate activities on accounts.
• Meet regularly with Client Sales Executive to update, advise and inform.
• Lead, present and participate in meetings with clients.
• Maintain current Insurance Summaries on all accounts.
• Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)
• Participate in new business development and proposals with Client Sales Executive.
• Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
• Coordinate coverage placement through managing the direction provided to service team.
• Deliver binders and invoices.
• Manage all facets of renewal process.
• Initiate client contact and orchestrate renewal strategy meetings.
• Gather renewal underwriting information.
• Oversee process of preparing and updating underwriting specifications.
• Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
• Advise, inform and involve Client Sales Executive, as required in marketing process.
• Prepare and deliver proposals.
• Prepare all orders and instructions to Client Administrator.
• Manage expiration lists.

Education and Experience

• Bachelor's degree plus 3 or more years' experience is required; or a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties.
• Maintain a valid unrestricted Florida license and a valid Driver's license.
• Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
• Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook)
• AMS 360 experience preferred, not required.
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
• FL 220 insurance license or licensed out of area and we can transfer as needed.
• Commercial Insurance Experience required
• Franchise Dealership Experience preferred but not required

JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.