Commercial Lines Account Executive

Brown & Brown Insurance•Somers, NY

2d•$100,000 - $110,000

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 CL Account Executive to join our growing team in Somers, NY. Responsible for account management, direct sales and customer service support to the sales team using a variety of skills and knowledge of the insurance market, products and competition. How You Will Contribute: Individual would be responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients. Individual will be responsible for communicating clients’ needs to customer service representative as well as reporting needs to producer. Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth. Spend approximately 50-60% of the time outside with customers and new business opportunities. Complete annual ICR’s with clients on accounts with revenue of $5,000 and over in accordance with best practices. Make sure CSR’s are adhering to sending the complete proposal to the risk manager at least 21 days from renewal. Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives. Follow-up to address customer needs and resolve any problems or issues. 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. Work with CSR to determine best markets and marketing strategy for customer’s coverage and pricing. Aid CSR in negotiating best premium and coverage for customer. Direct CSR in determining best format for renewal process and make sure CSR is acting in a timely manner. Work with CSR to trouble shoot problems /issues with carriers/clients in order to resolve issue. Utilize large account materials as appropriate with prospective clients. Document sales and prospecting information into the sales management database. Encourage and motivate team members to achieve or exceed agency standards. Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer’s requests/requirements. Present proposal to customer, ensuring appropriate team members and resources are represented/attend. Promote teamwork and commitment to department/agency goals. Follow Agency guidelines, policies and procedures. Attend the Monday sales meeting and renewal meetings Participate in special projects as requested. Remain current on industry trends and information, new product development, legislation, coverages and technology.

Requirements

NYS Broker’s license or obtain within 90 days of start date
Minimum of two years college required
Proficient with MS Office Suite
Exceptional interpersonal skills
Ability to maintain a high level of confidentiality
3-4 years’ experience in a similar position
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position

Nice To Haves

Bachelor’s degree (preferred)
Knowledge of AMS360 (preferred)

Responsibilities

account management
direct sales
customer service support to the sales team
working closely with Producer to develop relationships
client visits
cross selling
assisting with renewal process for assigned clients
communicating clients’ needs to customer service representative
reporting needs to producer
Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth
Spend approximately 50-60% of the time outside with customers and new business opportunities
Complete annual ICR’s with clients on accounts with revenue of $5,000 and over in accordance with best practices
Make sure CSR’s are adhering to sending the complete proposal to the risk manager at least 21 days from renewal
Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives
Follow-up to address customer needs and resolve any problems or issues
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
Work with CSR to determine best markets and marketing strategy for customer’s coverage and pricing
Aid CSR in negotiating best premium and coverage for customer
Direct CSR in determining best format for renewal process and make sure CSR is acting in a timely manner
Work with CSR to trouble shoot problems /issues with carriers/clients in order to resolve issue
Utilize large account materials as appropriate with prospective clients
Document sales and prospecting information into the sales management database
Encourage and motivate team members to achieve or exceed agency standards
Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer’s requests/requirements
Present proposal to customer, ensuring appropriate team members and resources are represented/attend
Promote teamwork and commitment to department/agency goals
Follow Agency guidelines, policies and procedures
Attend the Monday sales meeting and renewal meetings
Participate in special projects as requested
Remain current on industry trends and information, new product development, legislation, coverages and technology