Account Executive

The account executive interacts with the existing customer base and prospective clients in an assigned territory to provide quality customer service and increased sales by working with outside carriers to secure coverage not available through HAI Group products. The account executive performs analysis of the various insurance programs, eligibility requirements and rate plans to determine the appropriate insurance placement for the client’s exposures and requirements. They are responsible for overall account management functions for customers in an assigned territory including new business placement, review, negotiation and processing of renewals, policy inquires, coverage reviews and claims and billing inquires. Essential Functions Support customer-focused activities and manage accounts and assigned customers Perform renewal, selling and cross-selling activities; analyze eligibility, exposures, inspection reports, loss history, and other information to determine appropriate insurance placement Evaluate performance of existing market pricing and coverage; negotiating price, or rate insurance premiums in accordance with established underwriting authority Adhere to eligibility requirements, underwriting guidelines and agency agreements of insurance carrier business partners, and responsibly execute rate plans within the guidelines and underwriting authority of the authorizing insurer Develop external relationships with quality companies that demonstrate strong capacity and solid customer service levels. Support internal operations acting as liaison and providing necessary assistance, research and support to the Underwriting department Subject matter expert for assigned coverage/lines of business. Job Requirements Support customer-focused activities and manage accounts and assigned customers Perform renewal, selling and cross-selling activities; analyze eligibility, exposures, inspection reports, loss history, and other information to determine appropriate insurance placement Evaluate performance of existing market pricing and coverage; negotiating price, or rate insurance premiums in accordance with established underwriting authority Adhere to eligibility requirements, underwriting guidelines and agency agreements of insurance carrier business partners, and responsibly execute rate plans within the guidelines and underwriting authority of the authorizing insurer Develop external relationships with quality companies that demonstrate strong capacity and solid customer service levels. Support internal operations acting as liaison and providing necessary assistance, research and support to the Underwriting department Subject matter expert for assigned coverage/lines of business. Knowledge, Skills, Abilities: Excellent attention to detail Organizational skills, ability to handle multiple priorities while maintaining efficient workflows Customer Driven - able to take initiative towards resolving agency and customer needs Communication skills, both written and oral Able to present ideas clearly to customers Handle multiple and changing priorities Work Environment and Physical Demands Inside climate-controlled office building Prolonged sitting and using a PC Travel Ability to lift 25lbs HAI Group Benefits and Perks Bonus program eligibility Annual merit increase program Outstanding 401(k) plan with match and additional non-elective company contributions Generous paid time off including paid volunteer days and holidays Medical, vision and dental Insurance Company paid life, AD&DD, short-term disability, and long-term disability coverage HSA, and Health and Dependent Care FSA options On-Site wellness: Full gym and locker rooms, private wellness room, wellness initiatives, outdoor basketball and tennis/pickleball courts, walking trail, picnic pavilion area Tuition reimbursement and student loan repayment program Community outreach HAI Group is an Equal Opportunity Employer. #J-18808-Ljbffr