Apply on Employer Site

INSURICA · 1 day ago

Healthcare Senior Account Executive

Norman, OK

Full-time

Onsite

Senior Level

7+ years exp

INSURICA is seeking a Healthcare Senior Account Executive responsible for assisting in the production of new and renewal accounts while providing in-depth risk management support to high-profile healthcare customers. The role involves market servicing, risk analysis, account retention, and team leadership within the insurance domain.

CommunitiesFinancial ServicesInsurance

Senior Management

Responsibilities

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 recommending 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 RFP’s

Ability to conduct renewal meetings with customers on behalf of the producer

Ability to present renewal proposals independently of the producer

Ability to handle 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

Refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business

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

Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions

Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Qualification

Commercial lines experienceMedical Professional LiabilityInsurance Agent LicenseHealthcare industry knowledgeAnalytical skillsMicrosoft Office SuiteLeadership skillsPresentation skillsNegotiation skillsTeam environment promotionInterpersonal skillsProblem-solving skills

Required

5-7 Years of previous experience in Medical Professional Liability and/or healthcare organizations-related accounts

2-4 Years of previous experience with large self-insured and/or captive programs

Resident Insurance Agent/Producer License for the operating state - Property and Casualty (or the ability to quickly obtain) is required

Bachelor's degree in business or other related discipline required

Strong knowledge of commercial lines and professional liability coverages, field underwriting for carrier appetites, marketing, and rating

Strong leadership skills, with the ability to influence others

In-depth knowledge of the healthcare industry and risks associated with healthcare organizations

Excellent presentation and negotiation skills

Strong analytical and problem-solving skills

Strong PC skills, with a focus on the Microsoft Office Suite of products (Word, Excel, Outlook, Teams, etc.), and the ability to effectively utilize agency management systems

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

Preferred

7-9 Years of previous commercial lines/agency operations experience, focusing on large commercial lines and/or high-profile commercial lines customers preferred

MBA, MPH, or MHA preferred

RPLU, CPCU, CIC, CRIS, CRM, ARM, or other related designations preferred