Commercial Lines Account Executive

Brown & Brown Insurance • Rochester, NY

3d • $70,000 - $100,000

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Account Executive to join our growing team in Rochester, NY! The Commercial Lines Account Executive is responsible for independently providing work client deliverables to each client, to become a trusted advisor to the client, and support of the Sales team.

Requirements

• Licensed Insurance Broker in respective areas.
• Exceptional telephone demeanor.
• Must be experienced in using the internet and utilizing online systems.
• Excellent writing and oral communication skills are required.
• Ability to navigate MS Office; Excel, AMS360 & AMFRS.
• At least 5 years’ experience in a similar position.

Nice To Haves

• Associate’s or Bachelor’s in a business-related discipline. (Preferred)

Responsibilities

• Responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients.
• Work with AA to trouble shoot problems /issues with carriers/clients to resolve issue.
• Meet regularly with Account Assistants to review account service needs, identify and resolve any problems that arise.
• Follow-up to address customer needs and resolve any problems or issues.
• Participate in client relationship - communicate with clients on a regular, proactive basis (minimum quarterly) – develop & broaden relationships with key decision makers.
• Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives.
• Complete annual ICR’s with clients on accounts with revenue of $25,000 and over in accordance with best practices.
• Meet monthly with Marketing to discuss upcoming renewals, starting 90-120 days out.
• Work with Producer to determine best markets and marketing strategy for customer’s coverage and pricing.
• Communicate renewal expectations with the client.
• Participate in renewal marketing process to gather renewal materials and package for marketing.
• Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer’s requests/requirements.
• Make sure to adhere to the completion of proposals to clients at least 21 days from renewal.
• Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
• Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
• Develop service plan and timeline for each client.
• Implement and monitor service plan.
• Conduct 360 Risk Index where applicable.
• Annual Stewardship Report should be part of plan.
• Complete accountability for client receipt of all client life cycle deliverables as described in client management outline.
• Provide proactive client support, setting goals & expectations for client requests and meeting/exceeding those goals.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree