Senior Construction Account Executive

 

Job Summary:
Seeking an experienced insurance professional to serve as Lead Account Executive for a Construction-focused book of business. This role requires strong technical knowledge of construction coverages, including OCCIP, CCIP, and Builder’s Risk. Candidates must hold an active P&C (Property and Casualty) insurance license and bring demonstrated expertise in the insurance industry.

 

Responsibilities:

• Serve as the lead Account Executive in maintaining a high level of renewal retention on an established construction book of business.
• Review policies and endorsements, request changes with carriers as needed.
• Prepare applications for new and renewal marketing.
• Build and maintain strong market relationships.
• Maintain client files and activities in the agency management system, including invoicing, certificates, and ID cards.
• Monitor renewal timelines to ensure all documentation is provided in a timely manner.
• Accurately bill renewals, new business, endorsements, and audits.
• Obtain and summarize loss runs for renewals.
• Oversee open items with clients and determine appropriate course of action to meet deadlines and deliverables.
• Participate in client and carrier meetings.
• Order and issue binders, certificates, endorsements, and ID cards as needed; verify accuracy and forward to clients with appropriate correspondence.
• Prepare insurance summaries and handle premium allocations.
• Manage correspondence with clients, carriers, and third-party vendors.
• Collaborate with designated support staff handling back-end tasks.
• Perform other duties or special projects as assigned.

 

Qualifications:

• College degree in Insurance or related field preferred.
• 5–7 years of experience in the construction insurance industry.
• Holds an active P&C insurance license.
• CPCU and/or CRIS designation preferred.
• Strong knowledge of insurance products, coverages, and markets.
• Proficiency in Microsoft Office (Outlook, Excel, Word) and agency management software.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

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