Account Executive, Newfront

• Excellent negotiation and communication skills: written, public speaking and presentation preparation
• Professional composure and exceptional customer service skills, diplomacy, professionalism and tact
• Advanced knowledge of Microsoft Office and its complex features
• Ability to be resourceful, take initiative, solve problems, create solutions and direct process improvements
• Thrives working with others in a fast paced environment. Excellent management skills. Ability to train, delegate, provide oversight and give feedback
• Adaptability and flexibility to proactively anticipate and address issues and client needs
• Exceptional time management skills and the ability to navigate demanding schedules, priorities and volumes
• Ability to learn, adopt and train use of technology systems and software applications
• Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines
• Advanced at multiple and strategic project planning including extended time management
• Ability to forge relationships and build trust
• CA Property and Casualty Insurance license within 3 months of hire

Desirable

• This position is a salaried, exempt, and full-time role and will be reporting to the Director of Service Operations
• Evaluate existing policies and procedures for the Emerging Risk Practice to determine opportunities for improvement
• Manage client relationships and develop team service strategy, plan and processes to meet client needs. Provide client advocacy as the primary point of contact
• Independently prepare for, plan and conduct client meetings
• Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients
• Provide strategic management new and renewal business risk identification and program design (including contract and claims history review.)
• Participate in prospecting activities to both identify and close new business
• Partner with production teams to establish and maintain aligned service offerings and delivery of client needs
• Participate in carrier activities
• Perform as team or subject matter expert and advanced resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products
• Perform thorough contract reviews for clients
• Perform database file management and input information. Accurately manage and maintain documents in Navigator, our agency management system
• May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs)
• Other tasks, duties or special projects as assigned
• Requires seasonal or intermittent traveling to visit clients and prospects
• To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions