Account Executive, P&C

Account Executive, P&C role at Unison Risk Advisors

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 and coordinate with service and sales as appropriate to create a meaningful and impactful client experience.

• 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 ensuring 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 necessary
• Maintaining confidential information
• Performing other duties and special projects as assigned

• 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

• 2+ years of experience in a similar role at another insurance brokerage or within the insurance industry
• Active Property and Casualty License

We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t - or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.

• Founded in 1933
• Majority Employee-Owned
• Business Insurance Top 100 U.S. Broker
• Designated as one of the Best Places to Work
• Locations:
  South Bend, IN;
  Fort Wayne, IN;
  Indianapolis, IN;
  Chicago, IL;
  Kalamazoo, MI;
  Phoenix, AZ;
  Tucson, AZ;
  Salt Lake City, UT
• A member of the Unison Risk Advisors platform of companies
• Comprehensive benefit offering available to choose from

• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Sales and Business Development
• Industry: Insurance