ACCOUNT EXECUTIVE

ACCOUNT EXECUTIVE Position Summary: Supporting Producer in working with clients, including handling correspondence, obtaining necessary information and doing other work as per Producer’s scope of responsibility Essential Functions Support and oversight and/or preparation of proposals, spreadsheets, presentation, policy delivery, etc. Ensure that marketing guidelines and procedures have been followed, renewal meetings with the Team and/or clients have been set up, client proposals have been thoroughly prepared and the Producers are equipped and primed for all interactions with the clients, and other necessary tasks for successful maintenance and renewal of accountsAttend client and prospect meetings with the established producers for all phases of the Sales Cycle (cold call, warm lead, initial meeting, policy gathering, proposal presentation, mid-year review, renewal meeting). Be responsible for the communication flow of the account including, but not limited to, client meeting notes, completion of the application, managing the underwriting process, advocating for clients’ claims and losses. Be responsible for Producers overall book of business to support information gathering along with proper marketing new placement and/or renewal. Follow company workflow procedures regarding the documentation and maintenance of account information in EPIC system and be familiar with and follow Agency E&O guidelines. Report any omissions or potential exposure regarding coverage on policies generated by Plastridge to Team Leader. Represent the company and the client to ensure that clients’ insurance needs are met and the integrity of the company are maintained. Be honest, trustworthy and maintain a good business reputation. Act in good faith, ensure legal compliance of insurance laws and regulations. Experience/Skills Active 2-20 License5+ years Large Commercial Lines experienceEPIC experience a plus #J-18808-Ljbffr