Commercial Lines Account Executive

Brown & Brown Insurance; City of White Plains (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

A leading insurance provider in White Plains, NY is seeking a Property Casualty Account Executive to enhance client relationships and manage the renewal process. The ideal candidate will have 1-5 years of experience, excellent communication skills, and must be a licensed insurance broker. This role offers a competitive salary between $85,000 and $115,000, along with comprehensive benefits focused on the well-being of teammates.

Benefits

Medical / Rx, Dental, Vision, Life Insurance

401k and Student Loan Assistance

Free Mental Health Services

Paid Time Off and Holidays

Qualifications

• 1-5 years’ experience in a similar position.
• Must be experienced in using the internet and utilizing online systems.
• Licensed Insurance Broker in respective areas.

Responsibilities

• Develop relationships with clients and assist with renewals.
• Communicate regularly with clients to address needs.
• Prepare renewals and new business strategies.

Skills

Exceptional telephone demeanor

Excellent writing skills

Ability to navigate MS Office

Experience in online systems

Education

Associate’s or Bachelor’s in a business-related discipline

Tools

MS Office

Excel

AMFRS

Job description

Overview

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Property Casualty Account Executive to join our growing team in White Plains, NY.

How You Will Contribute

Responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients.

Work with AA to trouble shoot problems / issues with carriers / clients to resolve issue.

Meet regularly with Account Assistants to review account service needs, identify and resolve any problems that arise.

Follow-up to address customer needs and resolve any problems or issues. Participate in client relationship - communicate with clients on a regular, proactive basis (minimum quarterly) – develop & broaden relationships with key decision makers.

Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives.

Complete annual ICR’s with clients on accounts with revenue of $25,000 and over in accordance with best practices.

Meet monthly with Marketing to discuss upcoming renewals, starting 90-120 days out.

Work with Producer to determine best markets and marketing strategy for customer’s coverage and pricing. Communicate renewal expectations with the client.

Participate in renewal marketing process to gather renewal materials and package for marketing.

Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer’s requests / requirements.

Make sure to adhere to the completion of proposals to clients at least 21 days from renewal.

Present proposal to customer, ensuring appropriate team members and resources are represented / attend.

Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.

Develop service plan and timeline for each client. Implement and monitor service plan.

Conduct 360 Risk Index where applicable. Annual Stewardship Report should be part of plan.

Complete accountability for client receipt of all client life cycle deliverables as described in client management outline.

Provide proactive client support, setting goals & expectations for client requests and meeting / exceeding those goals.

Licenses and Certifications

Licensed Insurance Broker in respective areas.

Skills & Experience to Be Successful

Exceptional telephone demeanor.

Must be experienced in using the internet and utilizing online systems.

Excellent writing and oral communication skills are required.

Ability to navigate MS Office; Excel & AMFRS.

At least 1-5 years’ experience in a similar position.

Associate’s or Bachelor’s in a business-related discipline. (Preferred)

LI-KM1

Pay Range

85,000 - $115,000 Annual

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including :

• Medical / Rx, Dental, Vision, Life Insurance, Disability Insurance
• ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Free Mental Health &Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts and more.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.