Our National Client is seeking a Lead Construction Account Executive. Candidates must be P&C license and currently in the insurance industry

Job Summary:

On a daily basis, exercise discretion and independent judgment when setting priorities, planning and establishing workflow to ensure tasks are completed accurately and timely.

Essential Functions & Basic Duties:

• Lead Account Executive in maintaining a high level of renewal retention on an existing Construction Book of Business. (Must know OCCIP, CCIP, Builder's Risk)
• Review existing policies and endorsements, request changes to carrier as needed
• Prepare applications for marketing of new and renewal business
• Maintain and develop strong market relationships
• Maintain client files and activities through our Agency Management System. Includes invoicing, certificates, ID cards, etc.
• Meet service and sales delivery standards and perform essential functions to meet the quality and service standards 
• May be assigned special projects from time to time
• Update and maintain integrity of the EPIC Agency management system
• Work independently or with third-party vendor to prepare certificates for issuance in accordance with company's standards
• Obtain and maintain certificate holder lists from clients.
• Designated Assistant will handle back end tasks
• Accurately bill renewal and new policies, endorsements and audits
• Obtain loss runs for renewals and provide loss summaries
• Participation in client and carrier meetings
• Track renewal time frames to ensure that all renewal documentation is provided to the client in a timely manner
• Process renewals following agency procedures. Secure all placement subjectivities (apps, TRIA forms, Excess lines filing, etc.) and ensures distribution to appropriate recipient
• May order and issue binders, certificates, endorsements, ID cards and related items; verify accuracy; forward to client with appropriate correspondence
• Prepare summaries of insurance
• Oversee open items with clients and determine course of action to ensure deadlines and deliverables are met
• Review incoming mail, e-mail and phone requests and, respond appropriately
• Prepare or handle premium allocations for clients
• On a daily basis correspond with clients and other insurance companies
• Perform other duties as assigned by management or supervisor

Education and/or Experience:

• College degree in Insurance preferred
• Minimum of 3-5 years’ experience in the Construction insurance industry
• Property & Casualty License
• CPCU and/or CRIS designation desired

Knowledge, Skills and Abilities:

• Ability to understand and interpret accurately written and oral communication
• Knowledge of insurance products and usages
• Knowledge of insurance markets and reference to markets
• Computer skills and familiarity with Outlook, Excel, Word, EPIC or Applied
• Ability to work independently and in a team environment
• Presentation skills as appropriate for position

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