Producer Account Executive - Columbia, SC

The Producer Account Executive manages a book of commercial insurance business while acting with a high degree of independent discretion, autonomy, and decision-making. They constantly provide professional, courteous service to our clients, company representatives, underwriters, business partners, and Statewide colleagues, resulting in a high rate of account retention that meets or exceeds expectations. They are also responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

 

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The applicant must maintain the appropriate licenses and meet all continuing education and other state requirements.

DUTIES

• Makes decisions on insurance business for which the Producer Account Executive is responsible.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Works closely with other Statewide team members on all aspects of client service, marketing, and renewal while adhering to STATEWIDE’s best practices and standard procedures.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve.
• May also negotiate with underwriters and carriers.
• Manages, organizes, and conducts client meetings when necessary.
• Oversees the implementation of all insurance transactions, applications, and internal processing documents for assigned accounts.
• Stays abreast of changes in the insurance industry and other external conditions that may impact clients and their risk.
• Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• Appropriately documents conversations with clients and carrier representatives and updates all STATEWIDE computer systems including, AMS360 automated agency management system and other programs when necessary.
• Attends industry related meetings and conferences, including continuing education training and courses.
• Performs other duties and projects as assigned.

REQUIREMENTS

• At least 3 years of experience and demonstrated proficiency in an insurance account a management role in required lines.
• Excellent oral and written English communications skills.
• A four-year degree is preferred.
• Superior customer service and problem solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a team environment and act independently.
• Ability to work a flexible, full-time work schedule at STATEWIDE’s office(s) and ability to travel on business when required.
• Currently Licensed in good standing in required lines
• All necessary CE credits in required lines and states are current and up to date.