Heffernan Insurance Brokers
Personal Lines Account Executive
Heffernan Insurance Brokers, Petaluma, California, United States, 94954
Objective:
This role blends the sales position and responsibilities with those of a typical Account Executive position. Your focus is to enhance relationships with clients, staff, and carriers. The Account Executive will function as the team lead, and salesperson, supporting their Producer(s) in providing a dynamic spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs. This role requires an individual who can effectively balance multiple and competing priorities
Responsibilities Include:
Total account responsibility, while utilizing Assistants for endorsements, follow-up, claims, etc.Respond to clients same day via email or phone.Account Management - all duties usual to an Executive Account Manager.Independently managing account issues and problems and providing solutionsThorough analysis of forms, policy terms, conditions, and coverage issuesDemonstrated ability to resolve complex issues with clients, staff, and carriers.Loss trends and analysis, including claims support.Capable of managing and balancing many different relationships (clients, staff, carriers)Ability to manage renewals without the guidance from Producers.Conduct various training sessions for clients, including Managers training for private client coverage and carrier awareness and various strategic training.
Cross selling other lines of coverage when meeting with clients.Active participation in client presentations for new and renewal business.Development of new business and renewal strategies - including preparing specifications and submission material for marketing, securing underwriting information and analyzing existing coverage as well as making recommendations to clients.Awareness and in-depth knowledge of current marketplace for account placement including coverage enhancements, price negotiations and alternative risk services.Presenting Insurance 101 training - externally and internally.Evaluate insureds issues and needs, while communicating renewal strategy to Account Managers.Meet regularly with insureds for renewal strategy, deliver renewal presentations and continue to build relationship throughout the year.Travel for clients and carrier meetings, customer events, association events and conferences including occasional overnight travel.Utilize risk management platforms and conduct on site risk audits for prospective clients.Attend loss prevention and similar meetings on site and prepare clients for such meetings.Network with underwriters; may occasionally occur outside of normal office hours.Attend sales meetings, participate, and help prepare annual sales planning and strategy sessions.Keep Manager and Producer(s) regularly informed, on a weekly basis.Special Projects and other duties - as assigned.Requirements:
Education - High School graduate/GED.Minimum of three years of relative industry working experience.Must have an active insurance license (P&C). CIC designation or similar preferred.Working knowledge of Microsoft products - particularly Outlook, Word, Excel & PowerPointProfessional demeanor and behavior are required.Must be organized and able to manage time effectively, in order to meet deadlines.Must communicate effectively - spoken and written.Must be able to effectively direct client presentations.Must work well in a team-based environment and collaborate with peers.Must be able to travel to visit clients and attend industry functions as necessary.Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits).Compensation:
The base salary range for this position is $125,000 to $150,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.
Heffernan Habits (Expectations):
These are practices that represent our unique culture.
Smooth The Path And Be Respectful
- Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.Do Good
- This is our core. We strive to do good for our clients, our company and our communities.Know Your Clients And Foster Relationships
- Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.Have Fun
- Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients.Answer The Phone (And Email)
- Be available and responsive to clients and colleagues.Be Humble And Own It
- We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.Celebrate And Value Our Differences
- We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.Working Conditions:
Work environment is indoors, sitting at a desk for extended periods of time.Daily use of computers, printers, and other common office equipment.This position may require flexibility to work hours outside of a regular schedule.
This role blends the sales position and responsibilities with those of a typical Account Executive position. Your focus is to enhance relationships with clients, staff, and carriers. The Account Executive will function as the team lead, and salesperson, supporting their Producer(s) in providing a dynamic spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs. This role requires an individual who can effectively balance multiple and competing priorities
Responsibilities Include:
Total account responsibility, while utilizing Assistants for endorsements, follow-up, claims, etc.Respond to clients same day via email or phone.Account Management - all duties usual to an Executive Account Manager.Independently managing account issues and problems and providing solutionsThorough analysis of forms, policy terms, conditions, and coverage issuesDemonstrated ability to resolve complex issues with clients, staff, and carriers.Loss trends and analysis, including claims support.Capable of managing and balancing many different relationships (clients, staff, carriers)Ability to manage renewals without the guidance from Producers.Conduct various training sessions for clients, including Managers training for private client coverage and carrier awareness and various strategic training.
Cross selling other lines of coverage when meeting with clients.Active participation in client presentations for new and renewal business.Development of new business and renewal strategies - including preparing specifications and submission material for marketing, securing underwriting information and analyzing existing coverage as well as making recommendations to clients.Awareness and in-depth knowledge of current marketplace for account placement including coverage enhancements, price negotiations and alternative risk services.Presenting Insurance 101 training - externally and internally.Evaluate insureds issues and needs, while communicating renewal strategy to Account Managers.Meet regularly with insureds for renewal strategy, deliver renewal presentations and continue to build relationship throughout the year.Travel for clients and carrier meetings, customer events, association events and conferences including occasional overnight travel.Utilize risk management platforms and conduct on site risk audits for prospective clients.Attend loss prevention and similar meetings on site and prepare clients for such meetings.Network with underwriters; may occasionally occur outside of normal office hours.Attend sales meetings, participate, and help prepare annual sales planning and strategy sessions.Keep Manager and Producer(s) regularly informed, on a weekly basis.Special Projects and other duties - as assigned.Requirements:
Education - High School graduate/GED.Minimum of three years of relative industry working experience.Must have an active insurance license (P&C). CIC designation or similar preferred.Working knowledge of Microsoft products - particularly Outlook, Word, Excel & PowerPointProfessional demeanor and behavior are required.Must be organized and able to manage time effectively, in order to meet deadlines.Must communicate effectively - spoken and written.Must be able to effectively direct client presentations.Must work well in a team-based environment and collaborate with peers.Must be able to travel to visit clients and attend industry functions as necessary.Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits).Compensation:
The base salary range for this position is $125,000 to $150,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.
Heffernan Habits (Expectations):
These are practices that represent our unique culture.
Smooth The Path And Be Respectful
- Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.Do Good
- This is our core. We strive to do good for our clients, our company and our communities.Know Your Clients And Foster Relationships
- Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.Have Fun
- Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients.Answer The Phone (And Email)
- Be available and responsive to clients and colleagues.Be Humble And Own It
- We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.Celebrate And Value Our Differences
- We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.Working Conditions:
Work environment is indoors, sitting at a desk for extended periods of time.Daily use of computers, printers, and other common office equipment.This position may require flexibility to work hours outside of a regular schedule.