Account Executive – Mergers & Acquisitions
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Job Description
Account Executive managing mergers and acquisitions insurance accounts, client relationships, renewals, and carrier negotiations. Directing service teams and developing cross-sell opportunities for an insurance agency.
Responsibilities:
- Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities
- Manages book of business and directs the work of a service team
- Manages all client required services and maintains client relationship with minimal input from Producers
- Manages mid market book of business through direction of employees on service team
- Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
- Acts as direct point of contact for client from time of lead
- Acts as the lead representative to an assigned book-of-business
- Participates in team selling process including finalist interviews and RFP responses
- Prepares and presents to client renewal analysis
- Sells renewal business to existing clients and, where applicable, sells additional lines of coverage
- Promotes other agency services by preparing Producer Service Proposals
- Provides analysis and recommendations concerning clients' existing coverages
- Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations
- Receives and responds to client inquiries including benefit and claim questions and issues
- Reviews client coverage contracts and amendments for accuracy
- Manages and negotiates third-party vendor relationships and contracts on behalf of the client
- Manages dedicated service team
- Serves as technical expert, assisting department members to resolve complex issues
- Creates new client sales opportunities
- Collects fees and reconciles and resolves outstanding balances within 60 days of invoicing date
- Complies with agency management system data standards and data integrity requirements
- Performs other duties as assigned
Requirements:
- Bachelor's Degree equivalent combination of education and experience
- Eight (8) or more years related work experience
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal
- Excellent verbal and written communication skills
- Good problem solving and time management skills
- Ability to work within a team and to foster teamwork
- Good planning, organizational and prioritization skills
- Proficient in Microsoft Office Suite
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