SterlingRisk Hiring for Account Executive, Real Estate Job at Woodbury, NY Full Time

SterlingRisk is a leading insurance broker with a history of over 80 years and is ranked among the top 100 privately owned insurance brokerages nationwide. We passionately and effectively execute on the mission of protecting people. With currently over 200 employees nationwide, we are very proud of our professional, values driven culture. Our culture is defined by our SterlingRisk Values, which incorporate the values of Integrity, Collaboration, Care & Respect, Excellence, and Innovation in all we do.

Must have current insurance experience and hold a P&C license.

Job Summary:

On a daily basis, exercise discretion and independent judgment while servicing and supporting account management, setting priorities, planning and establishing work flow to ensure tasks are completed accurately and timely.

• Manage and service assigned book of business with a minimum of $800,000 in revenue and disseminate account activity to support staff
• Maintain a high level of retention on assigned book of business
• Oversee, coordinate and perform day-to-day tasks relating to the servicing of books of business for the Account Executive and/or the Senior Account Executive.
• Evaluate existing coverage and make recommendations as needed
• Provide producers and clients with service needs, update existing accounts
• Works collaboratively and independently with producers and clients to service existing and new accounts
• Direct and mentor Account Executives, Account Specialist, Associate Account Executives and/or team associates
• Responsible for compiling and managing information regarding account renewal, rounding and cross-sell opportunities
• Ensure that all Risk Management Services are utilized as per the account revenue schedule
• Adherence and compliance and full utilization of all technology tools (i.e. EPIC, Salesforce, Outlook, Loss Forecaster)
• May be assigned special projects from time to time

Essential Functions:

• Achieve objectives and goals as implemented. Meet service and sales delivery standards and perform essential functions to the quality and service standards developed by SterlingRisk
• Schedule and attend prospect and client meetings
• Schedule and participate in annual stewardship meetings
• Complete and submit applications to marketing and/or carriers; follow up to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedures
• Ensure the accuracy of binders, certificates, policies, audits, endorsements and other related items
• Determine appropriate billing/financing and processes with Associate AE/Team Associate
• Ensure that summaries of insurance, schedules and proposals are generated as needed
• Process renewals according to agency procedures
• Take lead in renewal meetings with clients, strategy determination, marketing and carrier negotiations
• Review policy audits; verifies accuracy and facilitates corrections as needed in coordination with Associate AE and Team Associate
• Identify exposure to loss and recommend sappropriate coverage
• Apply proficiency of loss analysis, SIR’s Retrospective Rating/loss sensitive plans on account activity as needed
• Manage incoming mail, e-mail and phone requests, responding promptly and appropriately
• Analyze request for cancellations; acts accordingly to retain accounts
• Ensure that all policies are checked and are issued as requested at binding
• Responsible for work product produced by the account team on the assigned book of business
• Collaborates with Team Leader in the performance evaluation of assigned Assistant and Team Associate
• Provide Team Leader, and management with performance management issues with regard to their assigned Assistant or Team Associate
• Any other duties as requested by management

Duties and Responsibilities:

Other duties may be assigned as required by business needs.

• Prioritize and manage work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Keep informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance
• Interact with others effectively y utilizing oral and written communication skills, cooperating purposefully while providing information and guidance as needed to achieve the business goals of SterlingRisk

Education and/or Experience:

• College education with a minimum of 7 years insurance experience or a minimum of 10 years insurance experience
• Property & Casualty License

Knowledge, Skills and Abilities:

• Ability to proactively manage and analyze complex insurance situations, needs and options.
• Ability to interpret abstract information
• Advanced knowledge of insurance products and applications
• Advanced knowledge of insurance markets and reference to markets
• Knowledge of insurance rating and underwriting procedures
• Ability to carry out complex tasks with many concrete and abstract variables
• Proficiency with Outlook, Excel, Word, EPIC and Salesforce.com
• Ability to mentor , train and direct the work of others
• Ability to work independently and in a team environment
• Excellent negotiation skills
• Excellent presentation skills
• Must actively pursue and / or maintain advance insurance studies/designations

Working Conditions and Physical Effort:

• Work is normally performed in a typical interior/office work environment
• Must be able to attend outside meetings and industry events
• High Stress, fast-paced environment with a high volume of work to be completed daily
• Limited physical effort required
• Limited exposure to physical risk

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; sit; walk; use hands to finger, handle or feel; and reach with hands and arms. Must be able to speak and listen clearly on the telephone and with others.

Supervisory Responsibility:

• This job has a high level of supervisory responsibilities as it relates to mentoring, training, and directing the work of the Associate Account Executives, Account Specialist and other support staff as needed
• Certified Values Interviewer

Contact Information: