Job Description

Seeking a licensed P&C AE for a private national retail broker out of Florida working in mid market and larger construction and real estate accounts.

General Description: Seeking a lead AE on roughly a $1 Million dollar revenue P&C book mid market real estate and construction focused book of business.

Responsibilities:

• Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients.
• Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
• Responsible for marketing and placement of client Commercial Lines insurance renewals.
• With assistance from Account Representatives, prepare client applications for review.
• Determine most-appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Complex negotiation with carriers on behalf of clients.
• Process policies, endorsements and audits as needed.
• Champion client cross-selling initiatives and develop customer accounts.
• Delegate administrative client tasks to assigned Account Representatives.
• Provide account oversight and guidance when acting as a third-layer of account management on largest, most complex accounts.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
• Regular carrier interaction and frequent face-to-face meetings with underwriters

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