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Personal Insurance Account Executive
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | New York, NY New York, New York |
About this job
Essential Functions:
* Builds and manages assigned accounts with responsibility for account retention, while seeking out and taking advantage of new account opportunities that fit the Crystal & Company strategy. Manages client relationships to understand client goals and expectations. Prepares and produces all elements of presentations for client meetings, which are professional and properly represent the company. Meets with a minimum of 10% of clients annually.
* At the start of the renewal process, approximately four months out from renewal date, explores and understands issues facing client organizations and the client's claim history, both of which may impact on the types and amount of coverage sought. Analyzes risks facing the client. With guidance from senior team members, solicits renewal business to various markets and maintains a productive relationship with company underwriters and staff. Markets and executes renewals in a timely manner. Generates accurate renewal rates, terms, conditions, and surplus lines filings.
* Works with senior staff and producers to ensure client satisfaction. Manages underwriter relationships to ensure understanding of client goals and expectations.
* Ensures the integrity of electronic data by maintaining the various company information systems on an ongoing basis, while maintaining compliance with Quality Control polices and procedures. Maintains system reports and rectifies open items in a timely manner. Identifies urgent client matters and assists in their resolution. Proactively identifies potential client issues and proactively resolves such issues.
* Prepares schedules of insurance, renewal letters, certificates, auto ID cards, and similar documentation.
* Supports other members of the team with client servicing activities as needed. Participates in cross-training / development opportunities to learn additional skills and develop personal competencies.
* Performs other duties as assigned.
Knowledge, Education, and Experience
Formal Education and Job-Related Experience:
This position requires a minimum formal education of Bachelor's Degree and a minimum of 3 - 4 years job-related experience.
Desired (not required) criteria include: Bachelors Degree preferred or equivalent work experience.
3 - 5 years of property / casualty experience or 2 years of underwriting experience.
Industry specific experience related to assigned clients (e.g., financial, aviation, non-profit, etc.) is helpful in understanding clients' specific needs and language.
Microsoft Office Suite proficiency.
Agency Management System proficiency is desirable.
Ability to pay attention to details and balance multiple tasks.
Technical knowledge to perform risk assessments and provide coverage recommendations for moderately complex commercial property and casualty accounts.
License Registration and/or Credential Requirement:
This position does require a license, registration, certification, or credential. * Property & Casualty Brokers License
* Builds and manages assigned accounts with responsibility for account retention, while seeking out and taking advantage of new account opportunities that fit the Crystal & Company strategy. Manages client relationships to understand client goals and expectations. Prepares and produces all elements of presentations for client meetings, which are professional and properly represent the company. Meets with a minimum of 10% of clients annually.
* At the start of the renewal process, approximately four months out from renewal date, explores and understands issues facing client organizations and the client's claim history, both of which may impact on the types and amount of coverage sought. Analyzes risks facing the client. With guidance from senior team members, solicits renewal business to various markets and maintains a productive relationship with company underwriters and staff. Markets and executes renewals in a timely manner. Generates accurate renewal rates, terms, conditions, and surplus lines filings.
* Works with senior staff and producers to ensure client satisfaction. Manages underwriter relationships to ensure understanding of client goals and expectations.
* Ensures the integrity of electronic data by maintaining the various company information systems on an ongoing basis, while maintaining compliance with Quality Control polices and procedures. Maintains system reports and rectifies open items in a timely manner. Identifies urgent client matters and assists in their resolution. Proactively identifies potential client issues and proactively resolves such issues.
* Prepares schedules of insurance, renewal letters, certificates, auto ID cards, and similar documentation.
* Supports other members of the team with client servicing activities as needed. Participates in cross-training / development opportunities to learn additional skills and develop personal competencies.
* Performs other duties as assigned.
Knowledge, Education, and Experience
Formal Education and Job-Related Experience:
This position requires a minimum formal education of Bachelor's Degree and a minimum of 3 - 4 years job-related experience.
Desired (not required) criteria include: Bachelors Degree preferred or equivalent work experience.
3 - 5 years of property / casualty experience or 2 years of underwriting experience.
Industry specific experience related to assigned clients (e.g., financial, aviation, non-profit, etc.) is helpful in understanding clients' specific needs and language.
Microsoft Office Suite proficiency.
Agency Management System proficiency is desirable.
Ability to pay attention to details and balance multiple tasks.
Technical knowledge to perform risk assessments and provide coverage recommendations for moderately complex commercial property and casualty accounts.
License Registration and/or Credential Requirement:
This position does require a license, registration, certification, or credential. * Property & Casualty Brokers License