Share Email Opening Apply Now Title Account Executive - Wholesale Brokerage - Casualty  Description ESSENTIAL FUNCTIONS: • Maintain customer relations to the highest level possible by making personal visits to enhance company presence as required. If appropriate, meet with retail customer and/or insured to present an insurance program. Explain policies and/or coverage issues to retail customers and negotiate modifications with underwriters. Identify opportunities to leverage synergies with customers and insurance companies • Learn and increase systems skills to improve efficiency and Suggest changes to production-related procedures • Submit comments to the Practice Group Coordinator/Broker with respect to the performance of Associate Brokers and Production Assistants. Assist in the assessment and coordination of technical training requirements for Associate Brokers and Production Assistants • Keep apprised of new developments in the industry by attending meetings and networking with industry professionals. May attend industry conventions as necessary • Meet quality measurement goals by delivering high quality service in marketing new and renewal business to underwriters. Through the submission process, help the Broker meet and exceed client expectations by clearly defining and managing client coverage goals, priorities, and overall expectations. Frequently update the client on marketing progress, as directed by the Broker. Gather and develop complete loss summaries and analysis. Prepare high quality, error free submissions and provide effective verbal presentations to underwriters. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists and other marketing file documentation. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify same with the client and/or underwriter. Assist Broker in soliciting timely and substantive responses to submissions and effectively negotiate pricing and terms with most underwriters • Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Accurately communicate coverage terms and all other information between clients and underwriters. Above all, ensure that the policy delivered to client is what was promised by Brown & Riding • Works with management and broker to establish revenue expectations OTHER RESPONSIBILITIES: • Perform other work-related duties as assigned • Work closely with Operations and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized • Mentor and develop staff by providing continuous performance feedback, coaching, and mentoring • Prepare and present seminars or sales presentations and/or continuing education classes as required   Position Requirements EDUCATION, EXPERIENCE AND SKILLS REQUIRED: • Licensed – Fire & Casualty • Minimum of 10 years insurance experience • Strong preference for commercial property and casualty & surplus line experience • Exceptional organization, follow-up, communication, management, leadership and interpersonal skills • Possess an intuitive and proactive approach to business problems and solutions • Exhibit good listening skills and a willingness to help and support others • Advanced skill level in PC software (Word, Excel and PowerPoint and other software, as required) • Ability to be flexible in work schedule as needed • Utilizes reasoning ability to define problems, collect data, establish facts and draw conclusions   Category Insurance   Location Petaluma Office   About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values. Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people. Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience. Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM.   Exempt/Non-Exempt Exempt   This position is currently accepting applications. Apply Now WE ALSO RECOMMEND Other Jobs Within Same Category Production Assistant - Wholesale Insurance Brokerage - Casualty in Atlanta, GA Posted on: 3/29/2023 [Apply Now] Production Assistant - Wholesale Insurance Brokerage - Property in Dallas, TX Posted on: 3/29/2023 [Apply Now] Production Assistant - Wholesale Insurance Brokerage - Management Liability in Seattle, WA Posted on: 3/29/2023 [Apply Now] Production Assistant - Wholesale Insurance Brokerage - Property in Tampa, FL Posted on: 3/23/2023 [Apply Now] Associate Broker - Wholesale Brokerage - Property in Houston, TX Posted on: 3/16/2023 [Apply Now] Other Jobs Within 60 Miles Associate Broker - Wholesale Insurance Brokerage - Casualty in Petaluma, CA Posted on: 1/10/2023 [Apply Now] Production Assistant - Wholesale Insurance Brokerage - Management Liability in Petaluma, CA Posted on: 1/10/2023 [Apply Now] Follow us See who works here:

 

Click here for technical assistance.