Sr. Commercial Account Executive

Senior Commercial Account Executive

Essential Duties & Responsibilities :

Documentation :

Manage the Client Insurance Program, utilizing the agency management system. Generally manages larger and more complex accounts than the Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to :

• Acts as a main point of contact with the Producer
• Initiate correspondence with the marketplace
• Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program
• Maintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through.
• Demonstrate a strong consultative ability to instruct and direct the client
• Manage upcoming deadlines and events, informing and updating the Producer, as needed.
• Manage Accounts Receivables
• Manage Direct Billing with respect to Cancellations
• Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
• Adhere to document retention software documentation guidelines
• Manage Perform Quality check and control on insurance policies in their entirety
• Where appropriate, make recommendations for additional products / services as well as expanding broker / consultant services as appropriate to meet client needs

Teamwork :

Function as a team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to :

Technical Expertise :

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to :

Requirements :