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Account Executive, Commercial

Unison Risk Advisors Inc. · Phoenix, AZ, USA ·

Job type:
Full Time

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!

Our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.

Our Core Values are lived in our business and our culture is fueled by them.

Create a Great Experience

Do the Right Thing

Play for Each Other

Pursue Growth

Own Your Future

SUMMARY
The Account Executive provides efficient, professional, and courteous service to Commercial Risk clients. In conjunction with the team, the Account Executive plans and executes an appropriate service plan for each client. This role will build effective working relationships with each client in order to understand their unique insurance needs. The Account Executive will coordinate with service and sales as appropriate to create a meaningful and impactful client experience.

RESPONSIBILITIES

Providing Gibson Client experience to existing accounts and potential clients, ensuring retention and client satisfaction

Managing internal renewal processes and timelines for book of business along with meeting cadence with clients

Assisting with preparation of new business and renewal submissions

Leading implementation of new lines of coverage and carrier changes

Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts

Developing strategic solutions with the Consultant/Client Executive

Creating presentation materials for client meetings

Communicating with carriers in a professional manner to negotiate the needs of the client

Using agency management tools effectively and consistently and ensures that the process and procedures are being followed and services are delivered timely

Informing team of major developments, issues, renewals results, etc. as required

Independently managing specific clients, ensuring retention and overall client satisfaction

Attending onsite and offsite client meetings as necessary

Acting as a backup to team personnel when necessaryMaintaining confidential information

Performing other duties and special projects as assigned

QUALIFICATIONS

Love delivering great client experience

Are passionate about developing health and risk management strategies for clients

Thrive in work that requires an analytical thought process with a high level of problem-solving skills

Have a high attention to detail

Possess exceptional prioritization skills with the ability to meet multiple deadlines

Have superb communication skills, both written and verbal, and are comfortable and efficient in presenting to large groups

Have the ability to build strong relationships and connect well to all types of people

Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management

Enjoy prioritizing multiple projects/tasks and can adapt quickly to internal and external requests

REQUIRED

2+ years of experience in a similar role at another insurance brokerage or within the insurance industry

Active Property and Casualty License

BENEFITS
Comprehensive benefit offering available to choose from.

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