Description
Marketing Account Executive
Location: Birmingham, Alabama
Duties and Responsibilities:
• Assumes ownership of customer concerns and feedback through successful resolution
• Manages renewal process from start through close.
• Client facing Insurance Professional
• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team.
• Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client's current program is best product option for accounts.
• Negotiates renewals with carriers and reviews quotes for accuracy.
• Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
• Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system
• Verifies policy and policy changes information
• Fields and responds promptly to inquiries from client, carriers, and Producers
• Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed
• Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations
• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance.
• May assist with training of other service staff.
• Participate in the process of acquiring new business as needed
• Other duties as assigned.
Background and Experience:
• High school graduate or equivalent. Bachelor's degree preferred.
• Minimum ten (10) years account management experience in a commercial agency
• Valid Property & Casualty License.
• Maintain and Manage required licensing continuing education requirements.
• Advanced insurance designation required; AAI or CIC.
• Proficiency with Microsoft products.
• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations. Thorough understanding of Commercial Lines underwriting, coverages and risk analysis.
• Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency.
• Excellent written and verbal communication skills.
• Goal oriented and highly self-motivated and resourceful to achieve results
• Ability to work independently, as well as in a team environment.
WHY JOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
#LI-SG1
#LI-Hybrid
Apply on company website
Find Connections via Linkedin
