Account Executive
turner
Position Description: The Account Executive in the TSIB brokerage is responsible for managing client accounts. The position frequently supervises the client's Account Service Team, which may consist of one or more Customer Service Representatives, a Broker, and a group Administrative Assistant.
Reports to: Director or Managing Director
Essential Duties & Responsibilities*:
Manage and oversee client account needs; review new project contracts, identify insurance needs, supervise preparation of carrier submissions, review analysis of carrier proposals, make recommendations to clients, work with clients to bind coverage Manage and oversee daily client support needs, including certificate issuance, review client's polices, forms, and binders, work with client in response to coverage and technical questions; oversee client billings Liaise with Claims Directors in claim review, investigation and settlement process as needed Prepare client renewal submissions, analyze carrier submissions, make recommendations to clients Work with brokerage sales on RFP responses; participate in client presentations as needed, work with sales team with technical guidance on complex coverage questions Lead the Client Account Team for an assigned client or group of clients, directing the work of Customer Service Representative(s), Broker(s) and/or a group Administrative Assistant. Assign and monitor work, prepare and deliver performance evaluations, identify training and growth opportunities for supervised staff; resolve conflicts as needed. The Account Executive has hiring, firing and promotion authority over Support Team staff.
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