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Account Executive

Company: McClone
Location: Sheboygan
Posted on: November 26, 2019

Job Description:

The Account Executive serves as the main contact for P/L clients and prospective clients and must get to know all of their accounts personally. They must meet the client's needs in a timely, effective, and courteous manner. The Account Executive also identifies and solicits sales prospects from referrals and other incoming sources and carries McClone's reputation and professional manner of conducting business into dealings with clients, agency personnel, and carriers. Essential Functions and Responsibilities:

  • Manage assigned Book of Business and round out accounts by offering additional products that meet the client's needs
  • Assist clients with any sales or support needs; to include walk-in and phone call payments, claims, policy changes, quotes, billing issues, cancellations, lien holder changes, completing of application, or other requests
  • Retain business through proactive management of the annual renewal process to include; identifying policies requiring attention, re-marketing if needed, following up on delayed renewals, discussing coverage options as applicable, and renewing policies, ensuring the proper risks are still being covered
  • Produce new business by generating new leads outside the agency and by building relationships internally with Risk Advisors from other departments
  • Proactively work to secure prospective clients by gathering information, submitting given information to the appropriate carriers, obtaining rates, and reviewing and educating prospects on definitions of coverage
  • Work proficiently and independently in agency management system, to include detailed and timely documentation of any and all client interactions and setting follow-up activities for appointments, renewals, and other actions as needed
  • Collect accurate client information using EZLynx or comparative rater to prepare risk management plans to quote
  • Complete Replacement Cost Estimators (RCEs)
  • Inspect current property or obtain current photos, if applicable
  • Build and maintain working relationships with marketing representatives within the carriers we use
  • Work with carrier underwriters to ensure quality of risk and perform upfront underwriting
  • Work autonomously with all carriers and their products, including various applications, forms, and underwriting requirements for each carrier as well as cancellations, billing
  • Serve as back-up to other team members
  • Keep abreast of industry trends, regulations, and products, and help coworkers to do the same by making sure they have access to the same updates
  • Delegate applicable task work to Administrative Support staff to enable focus on client facing and sales activities

Keywords: McClone, Sheboygan , Account Executive, Other , Sheboygan, Wisconsin

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