Sr. Account Executive - Medical Malpractice Insurance

GENERAL DESCRIPTION: 

Manage large and complex Medical Malpractice accounts for podiatrist and physicians. Direct, Broker, Program and Non-Program business with average premium of $35k-150k. Responsible for providing excellent customer service and leadership to accounts. as well as represent client and or broker needs and goals to ensure we keep their business.

RESPONSIBILITIES

• Manage or direct client accounts/relationships to ensure retention and growth of book.
• Identify problems, client needs and exposures. Counsel clients/brokers on appropriate coverage and provide cautionary advice.
• Negotiate terms of policies with underwriters. Act as an advocate for clients/brokers.
• Identify specialty markets for hard to place accounts. Determine proper placement and terms and manage the application process.
• Retain and develop existing client accounts from assigned book of business.
• Send quotes and provide documentation. Includes delivery of applications, supplements, coverage confirmation, certificates and policies to insureds/brokers.
• Cross sell, round accounts and refer new business opportunities.
• Use internal tasking system to communicate with underwriters and other account executives.
• Follow up on outstanding accounts receivables as needed.
• Conduct in person visits with clients, as needed.
• May train or mentor more junior account executives.
• Support new business producer to market, quote and bind the account.
• Other miscellaneous duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES

• Proven track record in Medical Malpractice insurance sales and/or service. Medical Malpractice insurance experience preferred.
• High School Diploma or G.E.D. required, college degree preferred.
• Strong customer service experience by phone/email required.
• Strong insurance industry experience servicing professional service accounts.
• Knowledge of the Microsoft Office Suite of products. Including Word, Excel, Access and Outlook.  Ability to learn additional platforms.
• Develop proficiency in using policy writing system after initial training.
• Must have active Property and Casualty license.
• Sales and customer service orientation required.
• Strong verbal and written professional communication required
• Able to develop and maintain strong business relationships. As well as the ability to deal with difficult or sensitive situations.
• Must have excellent organizational skills; attention to detail; ability to multi-task
• Able to work in a fast-paced, team environment with minimal instruction.
• Ability to travel approximately 5% of the time