Associate Account Executive, Personal Lines

Associate Account Executive – Personal Lines

Job Summary: Manage team’s book of business including the marketing process for new and renewal business and Account Manager responsibilities

Duties & Responsibilities:

• Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects, along with Producers, Account Executives, Claims team and other team members
• Strong understanding of all coverages serviced by the team
• Proactive and can separate and combine tasks into efficient workflow
• Help prepare team for renewal and new business meetings
• Participate in client and prospect meetings when necessary
• Manages complex, multi state and international account risks
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Perform data analysis to determine program structure options
• Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
• Submit sold business to insurance market and oversee implementation process
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues
• Day to day Account manager service responsibilities for assigned book of business

• Bachelors degree or equivalent work experience required

• 3-5 years experience marketing accounts

• Strong computer skills with working knowledge of TAM, Word, Excel, Publisher and other software as needed.

• Alabama Property and Casualty Agent's license required

• Strong organizational skills

• Ability to prioritize multiple tasks in a fast-paced environment

• CPCU, CIC, ARM or other designations preferred.