Job title: Commercial Insurance Account Executive
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Executive
Location: Lake Oswego, OR
Job published: 09/05/2024
Job ID: 119091

Job Description

Commercial Insurance Account Executive Team Lead

 

Job Summary

Lead and mentor a team of individuals in delivering outstanding client service and operational excellence. Take charge of renewals, manage client relationships, and drive business growth through strategic recommendations and cross-selling opportunities. Ideal candidates will combine strong leadership skills with deep industry knowledge and a passion for achieving results in a collaborative environment!

 

Responsibilities

  • Lead and mentor a team of direct reports, providing guidance and support in their professional development.
  • Coordinate team activities, ensuring timely completion of renewals, endorsements, and client service requests.
  • Set clear objectives for team members and monitor their performance against established goals.
  • Foster a collaborative team environment focused on achieving high levels of client satisfaction and operational efficiency.
  • Take ownership of the renewal process, setting clear expectations with clients and carriers.
  • Maintain excellent communication with key clients, insurance carriers, and internal stakeholders.
  • Handle escalated client issues and provide resolutions in a prompt and professional manner.
  • Review insurance submissions and carrier quotations to ensure optimal coverage solutions for clients.
  • Oversee contract reviews, premium audits, and policy implementations, ensuring compliance with client requirements and industry standards.
  • Identify cross-sell opportunities within existing client accounts and recommend new lines of coverage tailored to client needs.
  • Support marketing efforts by preparing client presentations and presenting insurance options effectively.
  • Stay informed about industry trends, underwriting requirements, and carrier guidelines to provide accurate advice to clients and team members.
  • Maintain relevant certifications and participate in ongoing training to enhance knowledge and skills.

 

Qualifications/Requirements

  • Demonstrates strong leadership skills with the ability to mentor and guide a team effectively.
  • Excellent verbal and written communication skills, with the ability to interact professionally with clients, carriers, and team members.
  • Comprehensive understanding of commercial lines insurance products and proven expertise in providing strategic advice to clients.
  • Strong organizational and time management abilities to prioritize tasks and manage workload efficiently.
  • Holds an active Property and Casualty (P&C) Insurance License.
  • Preferred Agency Management System Experience: ImageRight, Nexsure
  • 7-10 years of relevant insurance industry experience preferred.
  • Previous experience handling a large book of business (preferably in hospitality) is required.
  • Previous team lead experience is required.
  • Holds at least one professional designation or has comparable job experience.
  • Above average computer skills with the capacity to master essential software programs.

 

Compensation Package

  • Excellent opportunities for professional growth and advancement.
  • Competitive compensation: Between $150k-$180k (based on experience).
  • Paid time off and company holidays.
  • Comprehensive benefits package, including health, dental, vision, 401(k), and more.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

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