Account Executive

Middle Market Account Executive

The Middle Market Account Executive in our Construction Practice plays a fundamental role dedicated to providing exceptional customer service and expertise to our construction clients with premiums below $250,000. This position serves as the primary day-to-day contact for clients, ensuring their needs are met promptly and effectively. Collaborating closely with the Risk Advisor, the Middle Market AE plays a fundamental role in managing client accounts, fostering strong relationships, and contributing to the growth of our construction insurance portfolio.

Essential Functions

• Maintain and enhance relationships with existing clients through proactive contact initiatives.
• Manage a book of middle market sized construction clients, including general contractors, trade contractors and architectural and engineering firms.
• Ability to act as the Risk Advisor in their absence (run client meetings, make strategic decisions, negotiate with carriers, etc.).
• Review construction contracts' insurance and indemnification provisions for compliance and red flags in partnership with on-staff attorney.
• Possess a working knowledge of construction-specific coverages.
• Collaborate with the Risk Advisor in market selection for new and renewal business on designated accounts.
• Efficient and accurate handling of service requests by phone and email, including requesting quotes, remarketing, negotiating pricing and coverage, generating proposals, etc.
• Solid understanding of the agency management system, carrier websites, products, and coverages.
• Develop dependable working relationships with carriers, broker servicing networks, and other providers.
• Collaborate internally and be a positive contributor in a team environment.
• Utilize strong time management and organizational skills.
• Demonstrate an energetic self-starter mindset that is flexible, consultative, and results oriented.

Qualifications

• Education
• High School Diploma or equivalent
• Experience
• 3+ years of commercial lines insurance experience
• 2+ years of specific construction account experience
• Accreditation & Designations
• Wisconsin Property and Casualty insurance license required within 90 days of employment and maintained throughout the course of employment.
• CIC (Certified Insurance Counselor) designation, preferred
• CRIS (Construction Risk Insurance Specialist) designation, preferred