Commercial Lines Account Executive/Commercial Marketer - Pittsburgh, PA

First National Bank (FNB Corp.) - Pittsburgh, PA

Pittsburgh, PA

Funds, Trusts, and Other Financial Vehicles

About the position

The Account Executive's main role is to ensure customer satisfaction and client retention by delivering timely, consistent and exceptional service for a large/complex book of business. The incumbent performs every function within the department, shares responsibility of the department in the event of an absence and helps other departments when needed.

Responsibilities

• Independently manage client relationships and ensure superior service.
• Coordinate with Sales Executive to obtain necessary information and collaborate on strategies for managing risk.
• Resolve complex servicing issues, perform coverage reviews, determine coverage gaps, and advise clients on risk management solutions.
• Perform routine day-to-day servicing.
• Partner with Sales Executive to discuss renewal strategy and prepare professional and accurate summary of insurance and/or stewardship report.
• Prepare quality submissions to carriers, review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to our clients.
• In person visit with clients as needed.
• Perform contract review with respect to insurance requirements and issue non-standard certificates.
• Maintain suspense system to follow up on outstanding items.
• Collaborate in a professional manner with all clients, carriers and teammates.
• Responsible for data integrity of information within agency management system.
• Maintain and prioritize workload, including work assigned to Account Technician by AE.
• Maintain familiarity with and follow agency workflows and procedures.
• Coordinate loss control functions along with the Sales Executive.
• Coordinate claim reviews as required with carrier or agency claim staff.
• Assist account with setup of worker's compensation panels, safety committees and reviews outstanding loss control.
• Lead/Perform special projects with the advice and guidance from Supervisor/Management.
• Coach and mentor others.
• Performs other related duties and projects as assigned.

Requirements

• High School or GED
• 7 years of job-related experience
• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Ability to use a personal computer and job-related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Experience in commercial lines coverage and underwriting, technical knowledge and understanding of all forms of coverage and risk alternatives.
• Property and Casualty Insurance License in state of PA required.

Nice-to-haves

• Insurance designation preferred.