Jobs via eFinancialCareers
Commercial Account Executive - MMASW - Dallas
Jobs via eFinancialCareers, Dallas, Texas, United States, 75215
JOB TITLE:
Commercial Account ExecutiveJOB TYPE:
FLSA ExemptREPORTS TO:
Director of Client Services - Business Insurance/Property & CasualtyESSENTIAL DUTIES & RESPONSIBILITIES:
Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:A point of contact with the ProducerInitiate correspondence with the marketplaceAct as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance programMaintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.Begin to demonstrate a consultative ability to instruct and guide the clientManage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.Manage Accounts ReceivablesManage Direct Billing with respect to CancellationsResponsible for ensuring the following are accomplished (via delegation to Account Managers or external resources):Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.Create and complete COPE spreadsheets, as needed.Prepare Loss SummariesPrepare proposals for renewal termsIssue Acord Insurance Binders for renewal termsInitiate Premium Finance RequestsPrepare Schedules of Insurance for delivery to clientPrepare policies for delivery to clientProcess Policy Audits and Monthly ReportsIdentify and resolve Accounting discrepanciesCreate requests for changes to client's coveragesProcess mail and phone requests on daily basisPrepare Acord applicationsPrepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of InsuranceAdhere to document retention software documentation guidelinesPerform Quality check and control on insurance policies in their entiretyIn absence of more senior team members, provide direction and guidance to other members when appropriateTeamworkFunction as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate.Ensure tasks from both Account Manager and outsourcing team are completed as directedEnsure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job DescriptionTreat clients, prospects, and company employees with courtesy and respect.Contribute to a team approach toward meeting goals and providing excellent client service.Coordinate and monitor usage and quality of outsourcing teamsSupport the training and growth of the Account Manager, being a part of their training and developmentTechnical ExpertiseDemonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:Analyze insurance quotes and make recommendationsComprehend and interpret Insurance Contract requirements for CertificatesCommunicate with insurance carriers as neededCommunicate with clients as neededClient facing meeting as required, either in-house or offsiteBecome proficient using premium analysis software.Utilize carrier online rating programs as necessary.Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account ManagerDesign insurance program for client based on defined needsUtilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)Identify and address any coverage gaps with producer, carrier and clientBegin to become subject matter expert and resource in area of interest or technical capability.REQUIREMENTSLicensed: Texas P&C Agent preferredEducation: Bachelor's Degree, preferred(Internal) 18-36 months of Associate Account Executive experience preferred(External) Minimum of 3-5 years of midmarket Commercial Account Manager experience preferredCompletion of CIC and CRM preferredIf no designation, then 5-7 years of experience as an Account Manager preferredDemonstrate ability to multi-task and prioritize workWillingness to work to meet client needs beyond scheduled hours.Proficient at Word, Excel, and current internet technologies.Demonstrate proactive work style - Does not have to be asked or reminded of tasks.Ability to learn, analyze and comprehend commercial lines of insurance.Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessDemonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.
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Commercial Account ExecutiveJOB TYPE:
FLSA ExemptREPORTS TO:
Director of Client Services - Business Insurance/Property & CasualtyESSENTIAL DUTIES & RESPONSIBILITIES:
Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:A point of contact with the ProducerInitiate correspondence with the marketplaceAct as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance programMaintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.Begin to demonstrate a consultative ability to instruct and guide the clientManage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.Manage Accounts ReceivablesManage Direct Billing with respect to CancellationsResponsible for ensuring the following are accomplished (via delegation to Account Managers or external resources):Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.Create and complete COPE spreadsheets, as needed.Prepare Loss SummariesPrepare proposals for renewal termsIssue Acord Insurance Binders for renewal termsInitiate Premium Finance RequestsPrepare Schedules of Insurance for delivery to clientPrepare policies for delivery to clientProcess Policy Audits and Monthly ReportsIdentify and resolve Accounting discrepanciesCreate requests for changes to client's coveragesProcess mail and phone requests on daily basisPrepare Acord applicationsPrepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of InsuranceAdhere to document retention software documentation guidelinesPerform Quality check and control on insurance policies in their entiretyIn absence of more senior team members, provide direction and guidance to other members when appropriateTeamworkFunction as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate.Ensure tasks from both Account Manager and outsourcing team are completed as directedEnsure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job DescriptionTreat clients, prospects, and company employees with courtesy and respect.Contribute to a team approach toward meeting goals and providing excellent client service.Coordinate and monitor usage and quality of outsourcing teamsSupport the training and growth of the Account Manager, being a part of their training and developmentTechnical ExpertiseDemonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:Analyze insurance quotes and make recommendationsComprehend and interpret Insurance Contract requirements for CertificatesCommunicate with insurance carriers as neededCommunicate with clients as neededClient facing meeting as required, either in-house or offsiteBecome proficient using premium analysis software.Utilize carrier online rating programs as necessary.Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account ManagerDesign insurance program for client based on defined needsUtilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)Identify and address any coverage gaps with producer, carrier and clientBegin to become subject matter expert and resource in area of interest or technical capability.REQUIREMENTSLicensed: Texas P&C Agent preferredEducation: Bachelor's Degree, preferred(Internal) 18-36 months of Associate Account Executive experience preferred(External) Minimum of 3-5 years of midmarket Commercial Account Manager experience preferredCompletion of CIC and CRM preferredIf no designation, then 5-7 years of experience as an Account Manager preferredDemonstrate ability to multi-task and prioritize workWillingness to work to meet client needs beyond scheduled hours.Proficient at Word, Excel, and current internet technologies.Demonstrate proactive work style - Does not have to be asked or reminded of tasks.Ability to learn, analyze and comprehend commercial lines of insurance.Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessDemonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.
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