Sr Account Executive | Construction

Job Type

Full Time - Exempt

General Description

Manage the renewal process and portfolio of the assigned accounts. Coordinate with the producer and/or client regarding policy coverages and confirm whether any changes are required. Ensure that the company or agency receives the policies within the established timeframe. Interact daily with all P&C insurance carriers to follow up and negotiate service issues, policy renewals, customer claims, and coverage gaps. Analyze risks, market trends, and competitors to propose effective strategies.

Essential Duties and Responsibilities

•    Ensure that the client receives the policy along with the summary of coverages. 
•    Discuss the prospect/risk with them and establish a work plan. Prepare the policy specifications together with the Producer and request marketing or quotes from the insurance companies.
•    Identify business opportunities within existing accounts and new prospects.
•    Support client retention and negotiate to ensure excellent experience.
•    Assist the Producer throughout the entire new business process.
•    Review and validate the policy.  Index this document in the client’s digital file.
•    Serve as an Internal Subject Matter Expert and coach to develop internal talent including producers, sales and service officers and account executives.

Education

Bachelor's Degree

Property & Casualty Insurance Producer or Registered Representative License, desirable.

Experience

At least eight (8) years of related experience in the Property & Casualty insurance industry.  

Experience in commercial insurance

Additional Requirements

•    Effective oral and written communication skills in Spanish (advanced level) and English (fluent)
•    Proficient in Microsoft Office 365, including Excel, Word, Power Point, Teams and Outlook 
•    Strong levels of numeracy and literacy, interpersonal and communication, analytical and negotiation skills.
•    Extensive knowledge of relevant market conditions for specific class/portfolio.
•    Strong knowledge of legal and regulatory requirements.
•    Strong knowledge of underwriting process and procedures.
•    Strong knowledge of claims management process and procedures.
•    Strong planning, organizing and problem-solving skills.

Region Locations

Caparra Center Mezzanine

Guaynabo, PR

Work Schedule

Hybrid work schedule
Monday to Friday- 8:00 am to 5:00 pm
Flexibility to work non-business hours, holidays, and weekend when needed.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs

Values