Commercial Lines Account Executive - Education Vertical

• Client Support

• Lead meetings with clients, including meetings at client locations.
• Responsible for providing comprehensive client support and acts as main client contact for book of business.
• Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
• Account Management

• Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned an directed by Agency management.
• Own all audit, review and claims processes for assigned book of business.
• Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Insurance Expertise

• Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in underwriting practices; able to manage underwriting relationships.
• Fluent in the client’s industry and current events that can modify the coverages needed.
• Review changes in carrier offerings and policies and relays information to the larger service team.
• Leadership

• Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
• Facilitate and collaborate with account team on the agency’s renewal strategy.
• Client Strategy

• Provide clients with Insurance Coverage Review and reviews methods of handling risks. Identifiy and explain gaps in coverage. Work with the producer to write new business.
• Attend carrier functions to learn new coverage options and risk assessment strategies.
• Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
• Other duties as assigned.
• Some travel may be required.

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists
• Pet benefits & discounts
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

• 5+ years of related experience and/or training preferred, or demonstrated skills listed below.
• Current Property and Casualty license required
• Comprehensive knowledge of available commercial lines coverages based on business classification, as well as informed on industry trends and client retention strategies.
• Highly developed problem solving and solution-design skills; strong written and verbal communication skills.
• Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees.
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.
• Skilled in use of agency management software with the ability to quickly learn new systems and processes.

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