Risk Strategies Company
Account Executive, Commercial Lines
Risk Strategies Company, Los Angeles, California, United States,
Supporting a Commercial Lines Client book of business, the Account Executive will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. The ideal candidate will have demonstrated success in servicing key accounts while prioritizing and managing workflow to ensure efficient, timely and accurate delivery of key objectives.Primary Responsibilities & Duties:
Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectationsLeveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunitiesFostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in Applied Epic accordinglyNurturing professional relationships through the facilitation of personal client meetings and consistent client contactParticipating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance productsReviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiumsEnsuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timelineRequirements
5 years’ experience of Commercial Lines client management experienceValid P&C brokers’ licenseProficient in insurance agency management systems AMS 360 preferredExtensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reportingAbility to travel to occasional meetings or networking events.
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Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectationsLeveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunitiesFostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in Applied Epic accordinglyNurturing professional relationships through the facilitation of personal client meetings and consistent client contactParticipating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance productsReviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiumsEnsuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timelineRequirements
5 years’ experience of Commercial Lines client management experienceValid P&C brokers’ licenseProficient in insurance agency management systems AMS 360 preferredExtensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reportingAbility to travel to occasional meetings or networking events.
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