Starkweather & Shepley Insurance Brokerage Inc. · 4 days ago
Commercial Lines Account Executive
Bristol, CT
Full-time
Remote
Senior Level
5+ years exp
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Responsibilities
Generate leads and pursue new client opportunities. Prospect for business based on your local networks, connections, and communities; send referrals to other departments.
Develop strong COIs, network to develop new business opportunities; responsible for meeting or exceeding new business goals set annually.
Complete and/review the large client survey to gather all pertinent information and work with your assigned Account Management team to review current policies.
Develop and maintain active expiration lists through internal and external sources.
Achieve trusted advisor status with clients, provide professional risk management advice to prospects and clients.
Maintain and foster strong business-to-business relationships.
Maximize growth and retention by providing exceptional customer service to clients.
Round accounts where applicable.
Make arrangements with clients to ensure premium payment on a timely basis and be responsible for management of collections for assigned accounts.
Conduct policy review at renewal to address coverage gaps, if applicable.
Obtain information for quotes and, if applicable, work with the marketing team to obtain quotes from the insurance marketplace.
Provide input on renewal premium negotiations with Account Management team.
Work with assigned Account Management team to prepare proposals and present to prospects.
Work with assigned Account Management team to set renewal timeline and complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations if needed.
Conducts proposal meeting with client
Utilize company systems as applicable; Sagitta, ImageRight, Helix.
Develop accounts and cross-sell available products and services.
Qualification
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Required
Minimum of 5 or more years of insurance experience.
Working knowledge and commitment for doing the best for clients.
Strong Commercial Lines Account Executive with a passion for providing customer-centric care.
Proven track record for exceeding goals in New Business Sales.
Ability to prospect, network, and produce new property and casualty business insurance policies and accounts.
Ability to maintain relationships with existing clients.
Fluency in MS Office products.
Effective, professional verbal and technical written communication skills.
Superior sales and networking skills; must be an effective networker.
Proven track record of success in high activity sales model with clear examples of results.
Must be a good listener and have a strong work ethic.
Proven analytical skills.
Must be detail-oriented, with the ability to plan, manage, and oversee a book of business.
A self-starter with an entrepreneurial approach and hands-on experience.
Must be willing to work outside of core hours as needed.
Ability to multitask and operate in an ever-changing environment is critical.
Ability to communicate clearly, to work well with others, and to manage time effectively.
5 + years’ sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience.
Producer license is Mandatory.
Willingness to continue education is essential.
Preferred
Bachelor’s degree in a relative field preferred, or equivalent in work experience.
CIC, CPCU, AAI, AIS designations preferred.
Benefits
401 (k) match
Generous profit-sharing plan
Medical
Dental
Vision
HSA and HRA plans
Open-ended performance driven vacation and sick policy
Relaxed dress code
Life
LTD
Voluntary opportunities for Supplemental Life
Supplemental LTD
Pet Insurance
Accident and Critical Care
Legal services
Company
Starkweather & Shepley Insurance Brokerage Inc.
At Starkweather & Shepley, we embrace the entrepreneurial spirit of our clients.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
L
Larry Keefe
Chairman & CEO
Recent News
Insurance Business America
2024-05-24
Company data provided by crunchbase
