Job Description
Seeking a licensed P&C AE for a private national retail broker out of Florida working in mid market and larger construction and real estate accounts.
General Description: Seeking a lead AE on roughly a $1 Million dollar revenue P&C book mid market real estate and construction focused book of business.
Responsibilities:
- Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients.
- Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
- Responsible for marketing and placement of client Commercial Lines insurance renewals.
- With assistance from Account Representatives, prepare client applications for review.
- Determine most-appropriate carriers for market pricing.
- Analyze and compare carrier quotes and coverage offerings.
- Make insurance program recommendations to clients.
- Manage client renewal expirations and avoid any lapse in coverage.
- Complex negotiation with carriers on behalf of clients.
- Process policies, endorsements and audits as needed.
- Champion client cross-selling initiatives and develop customer accounts.
- Delegate administrative client tasks to assigned Account Representatives.
- Provide account oversight and guidance when acting as a third-layer of account management on largest, most complex accounts.
- Respond to underwriters’ questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management systems.
- Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
- Regular carrier interaction and frequent face-to-face meetings with underwriters
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