Position Description
Small Business Account Executive
Job Duties/Responsibilities:
- - Responsible for the management, service and growth of an existing book of business
- - Responsibe for growth of business through new sales, account rounding, etc.
- - Develops and maintains client, carrier and colleague relationships.
- - Gather new business and renewal information, design coverage and service
- specifications for each client.
- - Manage client activity, including but not limited to, risk analysis, presenting proposals,
- handling endorsements, audits, invoicing, etc.
- - Performs functions on the agency and carrier automation systems proficiently.
- - Strong understanding of insurance agency workflows, insurance terminology, practices
- and concepts.
Education/Experience Requirements:
- - College education and/or equivalent insurance experience.
- - Property/Casualty Agents License
- - Above average computer skills
- - Excellent time management skills, organizational skills and problem solving ability.
