Description
WHO WE ARE
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
WHAT WE’RE LOOKING FOR
The primary focus of the Account Executive will be to serve as the primary business contact, responsible for client satisfaction while consistently providing excellent customer service, as well as representing client needs and goals within the organization to ensure quality. The Account Executive will be responsible for providing accurate and responsive management on more complex accounts while supplying leadership in a team environment. In addition, the Account Executive will build relationships with clients to encourage new and repeat business opportunities.
A GLIMPSE INTO YOUR DAY
- Serves as client advocate and a primary point of contact for assigned accounts.
- Develops professional business relationships with all clients and demonstrates a clear understanding of the client’s core business.
- Manages client expectations, service commitments, and anticipates needs of the client.
- Analyses personal or commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control.
- Analyses personal or commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control.
- Works with larger and complex accounts and assists clients with the strategic design of insurance plans.
- Acts as field underwriter and authorized representative of the insurance carrier to determine if coverage should be bound. Binds coverage as appropriate.
- Strategically remarkets renewals to ensure a high level of account retention.
- Prepares proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies. Determines and communicates various options for billing and invoicing.
- Provides service to current and new clients by informing and educating them concerning policy coverage and/or changes in an automated environment.
- Assists clients in submitting first reports of claims by obtaining adjusters or visits from agency staff (i.e. Claims Advocate). Facilitates the prompt response from carriers and their staff in an effort to work toward a settlement of all claims.
- Reviews audits of policies and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed. Proactively communicates with client any significant audit differences and determines the need for further action.
- Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency’s financial equity.
- Maintains and updates electronic files.
- Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.
- Assures policies are accurate and renewed in a timely manner.
- Recommends process improvements as needed.
- Special projects and other duties as assigned.
Requirements
WHAT YOU'LL NEED TO BE SUCCESSFUL IN THIS ROLE
- A Property and Casualty License from state of domicile is required and must be maintained.
- College degree preferred.
- CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
- 10 years’ experience in the insurance industry required.
- Strong analytical and mathematical skills.
- In-depth understanding of all aspects of personal lines of coverage.
- In-depth knowledge and understanding of risk management and loss control.
- Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
- Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications, such as online agency management systems and carrier sites.
- In-depth knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
- Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
- Ability to prioritize and handle multiple tasks in a demanding work environment.
WHY CHOOSE RELATION?
- Competitive pay.
- A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
- Career advancement and development opportunities.
- Paid training and continuing education to obtain/maintain your insurance license.
Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.