Assistant Account Executive jobs in United States
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Hummel Group · 16 hours ago

Assistant Account Executive

Hummel Group is seeking an Assistant Account Executive responsible for managing existing client relationships alongside the Risk Advisor and Account Manager. This role focuses on driving the renewal process for existing clients and pursuing new business opportunities.

Insurance

Responsibilities

Manages the relationship between the agency and assigned commercial clients with a focus on the retention of these clients
Drives the renewal process, working closely with Risk Advisors and Account Managers, as needed
Drives the new business process in tandem with Risk Advisor. Responsibilities include carrier marketing, negotiation, and proposal creation
Reviews exposures of clients and prospects, and builds a risk management strategy to mitigate those exposures
Uses interactions with current clients to find upselling and cross selling opportunities
May specialize in niche markets
Supports and adheres to agency goals and objectives
Supports and adheres to agency procedures in an effort to minimize errors and omissions exposures
May write new business opportunities in tandem with our inside sales division
May serve as a mentor to other Account Executives or Account Managers to help in their onboarding and educational development
Serves as a backup to claims staff, as needed
May travel offsite to meet with clients and insurance company representatives
Other job duties as assigned
Utilizes various technologies at an advanced level of proficiency and continually works toward improving these skills
Participates in both coverage and procedure trainings to enhance knowledge and skills

Qualification

Commercial Lines knowledgeNegotiation skillsRelationship buildingCustomer service skillsMicrosoft Office proficiencyPropertyCasualty licenseTeamwork skillsClient interactionUpsellingCross sellingDecision-making skillsMentoring skills

Required

Extensive knowledge of Commercial Lines products and markets
Ability to satisfy client needs with minimal assistance from others
Strong negotiating, decision-making, and relationship building skills
Excellent customer service and teamwork skills
Ability to interact with employees, clients, and carrier partners
Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook programs
Requires possession of or plan to obtain CIC designation
Requires possession and maintenance of a Property and Casualty license
Must have a current driver's license and an insurable driving record

Preferred

College degree preferred

Company

Hummel Group

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Hummel Group is a full-line insurance and financial services agency with 8 offices in Ohio and Indiana.

Funding

Current Stage
Growth Stage

Leadership Team

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Darrick Hummel
Partner
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Company data provided by crunchbase