Now Hiring - Professional Services Account Executive in Birmingham, AL

POSITION SUMMARY

Facilitate the sales and administrative processes for Property and Casualty (P&C) clients on assigned accounts, working closely with producer.

ESSENTIAL DUTIES & RESPONSIBILITIES

• 
  Manage and market an assigned group of accounts.
• Foster relationships with new and existing clients.
• Control and coordinate the implementation process of new business and renewals, including renewal meetings, on boarding, and delivery of administrative resource materials.
• Work effectively with the producer managing monthly renewal lists, while keeping the producer updated on major changes during the policy term.
• Manage the renewal marketing process, coordinating with producer to develop proposals and recommendations. Negotiate renewal with carrier. Deliver recommendations to clients as needed or accompany producer in making presentations.
• Processing correspondence from clients and carriers, policy changes, managing cancellation notices, certificates, audits, invoicing proposals.
• Ensure clients are up-to-date on compliance requirements and industry changes through meetings, webinars, legislative updates and other resources.
• Liaise between client and carrier, and between client and P&C agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed.
• Make proactive, regularly scheduled courtesy service calls to assigned accounts.
• Provide administrative support on other tasks as they arise, such as assigned special projects, development of new ideas, services and other projects, as requested.
• Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
• Perform other duties, tasks, responsibilities, and projects as assigned.

QUALIFICATIONS & SKILLS