Commercial Lines Account Executive

First National Bank of Pennsylvania; Pittsburgh (Allegheny County); On-site; USD 90,000 - 120,000; Full time

Job summary

First National Bank of Pennsylvania in Pittsburgh seeks a Commercial Lines Account Executive to manage a large, complex book of business and deliver exceptional service to clients. You will independently handle client relationships, collaborate on renewal strategies, and prepare submissions and proposals for carrier presentations.

Responsibilities include coverage reviews, risk management guidance, data integrity in the agency management system, and coordination of loss control and claims

Qualifications

• High School or GED required.
• 7 years of related job experience required.
• Experience in commercial lines coverage and underwriting.

Responsibilities

• Independently manage client relationships and ensure superior service.
• Coordinate with Sales Executive to obtain information and collaborate on strategies for managing risk.
• Resolve complex servicing issues, perform coverage reviews, determine coverage gaps, and advise clients on risk management solutions.
• Perform routine day-to-day servicing.
• Partner with Sales Executive to discuss renewal strategy and prepare professional summaries and proposals.
• In-person client visits as needed.
• Maintain data integrity of information within agency management system.
• Lead/perform special projects with guidance from supervision.
• Coordinate loss control functions and assist with claims reviews.
• Coach and mentor others.

Skills

Project management

Communication

Organizational skills

Interpersonal skills

Customer service

PC skills

MS Word

MS Excel

MS PowerPoint

Commercial lines underwriting

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Insurance software

Job description

Primary Office Location:

626 Washington Place. Pittsburgh, Pennsylvania. 15219.

Join our team. Make a difference - for us and for your future.

Position Title:

Commercial Lines Account Executive

Business Unit:

INSA

Reports to:

Supervisor of Commercial Lines Client Services or Manager of Client Services

Position Overview:

The Account Executive's main role is to ensure customer satisfaction and client retention by delivering timely, consistent and exceptional service for a large/complex book of business. The incumbent performs every function within the department, shares responsibility of the department in the event of an absence and helps other departments when needed.

Primary Responsibilities:

Independently manage client relationships and ensure superior service. Coordinate with Sales Executive to obtain necessary information and collaborate on strategies for managing risk. Resolve complex servicing issues, perform coverage reviews, determine coverage gaps, and advise clients on risk management solutions. Perform routine day-to-day servicing.

Partner with Sales Executive to discuss renewal strategy and prepare professional and accurate summary of insurance and/or stewardship report. Prepare quality submissions to carriers, review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to our clients. In person visit with clients as needed.

Perform contract review with respect to insurance requirements and issue non-standard certificates. Maintain suspense system to follow up on outstanding items. Collaborate in a professional manner with all clients, carriers and teammates.

Responsible for data integrity of information within agency management system. Maintain and prioritize workload, including work assigned to Account Technician by AE. Maintain familiarity with and follow agency workflows and procedures.

Coordinate loss control functions along with the Sales Executive. Coordinate claim reviews as required with carrier or agency claim staff. Assist account with setup of worker's compensation panels, safety committees and reviews outstanding loss control.

Lead/Perform special projects with the advice and guidance from Supervisor/Management. Coach and mentor others.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

7

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience in commercial lines coverage and underwriting, technical knowledge and understanding of all forms of coverage and risk alternatives.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Property and Casualty Insurance License in state of PA required. Insurance designation preferred.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.