Aerospace Account Executive managing existing book of business and handling new accounts in aviation insurance. Guiding clients on various coverages and maintaining relationships with underwriters.
Responsibilities
Establish and maintain a strong relationship with clients and underwriters in making decisions on account updates and complex coverages for accounts ranging from small to large
Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client.
Review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and cost.
Market, quote, and prepare the proposal for the client from both a risk management and insurance prospective to decide upon the best way to manage the customer’s risks.
Provide day-to-day service, anticipate customer’s needs, and respond to client and carrier issues/questions in a timely manner.
Handle initial reporting of claims and follow up to ensure that the claim is properly progressing and customer’s needs are being met.
Monitor carrier activities to ensure fulfillment of their responsibilities to the customer (policy endorsements, claims, etc.)
Maintain client accounts on agency management system, document conversations, properly attach documents to EPIC, send confirmations to insured and adhere to established procedures. Maintain follow-up and suspense/activity system for outstanding orders and correspondence, follow up on overdue and suspense items.
Requirements
College degree preferred, High School diploma or equivalent, required.
Active Property and Casualty license.
Epic experience strongly preferred or other Agency Management System experience.
Communication, negotiation, and math skills using Excel, Word, and Outlook programs, required.
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