Professional Liability Account Executive

The Lawyers’ Professional Liability Account Executive is responsible for servicing solo and two attorney firm accounts including responding to inquiries from customers and/or brokers to ensure service requirements are met or exceeded.  Documents company records; retains and develops business relationships and provides management reports relative to book profile and performance while adhering to Service Level Standards.

·        Retain and develop existing customer accounts from assigned book of business. Provide management status reports on book.

·        Identify customer needs and exposures. Counsel customers and/or brokers on appropriate coverage and provide cautionary advice.  Present proposals to customers.

·        Solidify relationships with underwriters and customers.

·        Respond to or appropriately redirect phone calls and correspondence from internal and external customers with urgency.

·        Expedite service responses to external customers.

·        Conduct in person visits with customers as needed.

·        Cross sell, round accounts and refer new business opportunities.

·        Communicate with underwriters to obtain information or inform them about account status or changes. 

·        Negotiate terms of policies with underwriters with the guidance of manager or supervisor.

·        Attend meetings, seminars, conferences, etc. to keep abreast of market and product changes and communicate such changes to all stakeholders.

·        Escalate problems to managers as appropriate.

·        Review and verify data, such as name, address, attorney roster for insurance applications and policies to ensure company database integrity.

·        Complete and submit policy change requests in a timely and accurate manner.

·        Review and manage outstanding accounts receivables.