We’re growing and are looking to expand our team of talented Account Executive to join Associated!

Outstanding career opportunity: for an independent and dynamic individual that is eager to work alongside the best producers in the firm. We offer opportunities for growth and advancement, including paid training and professional development. Through the company’s support and resources, you have the capability of becoming a leading contributor to our client’s success and solutions.

Our ideal candidate: is a self-starter with 10+ years of experience as a Producer or Account Executive in a Middle Market insurance setting. Will manage a book of business that is mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Possess a team-oriented mindset with exceptional organizational skills and can handle a high-volume workload.

The Role- What you’ll do as a Commercial Lines (P&C) Account Executive:

In association with Producer, develops and acquires new business revenue through sales to new and existing clients. Provides service to clients according to their needs, retaining them as clients. Participate in team sales situations with producers and support personnel. May manage overall client relationships. Applies industry technologies to new sales, additional sales to existing clients and account service. Independently prepares and implements new business submissions. Works closely with Producers and other Associated personnel on all aspects of client procedures.

• Makes major decisions collaboratively in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
• Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
• Working with others develops all necessary information to market and closes new business opportunities.
• Proactively review and service client accounts by obtaining the necessary information for renewals.
• Regularly joins meeting in person or remote to assist producers in closing new business opportunities. May also be asked to present proposal independent of producer.
• Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
• Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate.

• Resident P&C Producer License
• Middle Market Risk Experience
• At least 10+ years of experience and demonstrated proficiency in a Production or Account Management role in required lines.
• Contract and Lease Review Experience
• Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
• Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions.
• Demonstrated proficiency with Applied Systems Epic
• Demonstrated knowledge of insurance carrier appetite and underwriting guidelines