Commercial Lines Senior Account Executive at INSURICA in Tulsa, OK

SUMMARY:
The Senior Account Executive is responsible for assisting in the production of new and renewal accounts in keeping with agency and individual producer goals and providing in-depth risk management support for high-profile customers.
ESSENTIAL FUNCTIONS:
Market, service, development, and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume
Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service problems including research for compliance and industry changes that affect the customer and the policies in force
Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer. Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed, including but not limited to due diligence on behalf of the customer for mergers and acquisitions
Negotiate with the insurance companies for the most proper coverage options
Assist the Producer in preparing/making presentations of insurance programs to key accounts/prospects including but not limited to Stewardship Reports and RFPs
Ability to conduct renewal meetings with customers on behalf of the producer
Ability to present renewal proposals independently of the producer
Ability to handle a book of business with limited or no producer direction
Includes Sales/production skills for new or specialized coverages/marketing
Large Account Enterprise Management
Keep abreast of all new sales programs
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business
Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
Provide team leadership skills for Account Executives, Senior Account Managers, and Account Managers and assist in the Mentoring program established by the Department Manager
Assist the Department in meeting annual training goals for overall department education
Perform other duties as requested
ADDITIONAL RESPONSIBILITIES:
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Qualifications
KNOWLEDGE, SKILLS, AND ABILITIES:
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
QUALIFICATIONS:
7-9 Years previous commercial lines/agency operations experience, focusing on large commercial lines and/or high-profile commercial lines customers preferred
2-4 Years of previous Account Executive experience preferred
Resident Insurance Agent/Producer License for operating state Property and Casualty (or the ability to quickly obtain) required
Bachelor's degree in business or other related discipline preferred
CPCU, CIC, CRIS, CRM, ARM, or other related designations preferred
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment
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