POSITION SUMMARY:

The Account Executive’s job is to maintain quality customer service with clients by providing consistent, timely and accurate service related to Risk Management accounts, insurance companies and/or producers. The Account Executive’s role primary function is to serve as the operations liaison between FMSI and clients.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

Business Development

· Gather information, submit market submissions, and present opportunities to prospective clients

· Utilize EPIC Prospecting Tool to manage prospective clients

· Follow DEEP Experience Sales Process when applicable

Client Experience

· Provides excellent service experience for future clients

· Proficient in EPIC management system

· Adhere to set service standards to maximize client retention

· Work with existing carrier underwriters and utilize current client Pathfinder for Proactive Continuations

· Actively manage service calendars for existing clients

EDUCATION & EXPERIENCE

· A Bachelor’s degree or equivalent work experience required

· Minimum of 3-5 years’ experience in commercial insurance is preferred

· Commercial Insurance license required  

· Proficient in Microsoft Word, Excel, PowerPoint, Outlook, and able to quickly learn and utilize other computer applications 

SKILLS & COMPETENCIES

· Self-motivated, organized – must be able to manage projects and time independently

· Ability to operate in a fast-paced, energetic environment 

· Extremely accurate and detail-oriented

· Knowledge of insurance terms and documents

· Ability to analyze and interpret data 

· Strong and professional verbal and written communication skills; must have the ability to explain complex technical issues clearly

· Understand and maintain fiduciary responsibility for company, client, and producer 

PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.