Account Executive – Professional Liability

Account Executive – Professional Liability

Requirements

• A minimum of 7-10 years professional liability experience
• Four-year college Degree
• Valid P&C License
• Experience with servicing middle market and large account
• Excellent written and verbal communication skills
• Excellent organizational skills and strong attention to detail
• Ability to establish and maintain relationships with clients and carriers
• Ability to manage multiple responsibilities in a deadline driven environment
• Strong presentation skills
• Ability to work independently and collaboratively with a team
• Ability to travel as needed
• Proficiency with Microsoft Office Suite and working knowledge of EPIC (ideal)

Responsibilities

• Handle all aspects of Professional Liability Insurance. Occasional outside service visits, to the client, may be required.
• Responsible for day to day servicing and retention of Client Accounts.
• Provide technical expertise- knowledge of insurance coverages and products, staying abreast on industry updates and changes, analyzing client needs, and reviewing coverage forms and quotations during the sales process on new and renewal business.
• Contribute information and ideas during strategy meetings. Prepare Stewardship reports. Maintain renewal expirations, avoid any lapse in coverage.
• Responsible for marketing process. Preparation of submissions to carriers, including application preparation, loss analysis and including other pertinent information for professional, quality new and renewal submissions. In some instances, you will market accounts yourself, in others, you will work with the Marketing team to assist with the marketing of accounts. Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies. Analyze and compare carrier quotes for proper coverages, terms, and conditions. Make insurance program recommendations.
• Adhere to Commercial Lines Best Practices — including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.
• Prepare proposals and summaries of insurance, as needed.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
• Identify exposure to loss and recommend appropriate coverages.
• Prepare documents for and participate in weekly Critical Path meetings.

Preferred Qualifications

• Working knowledge of EPIC (ideal)