What are the responsibilities and job description for the Account Executive position at Kraus-Anderson Insurance?
Summary: To help accomplish the sales goals for Kraus-Anderson Insurance by providing unparalleled customer service by exceeding each unique client request resulting in high levels of retention and additional sales through account rounding and cross-selling. Guide and mentor Client Managers to ensure the achievement of greater results.
Essential Duties and Responsibilities:
- Understand and actively work toward agency goals and strategies
- Understand and actively round accounts by offering additional agency services
- Oversee Insurance Program on assigned book of business
- Coordinate and accomplish Client Objectives
- Renewal Business Marketing, maintain market knowledge to actively address client needs
- Works with other related agency staff, groups or outside entities to address client’s insurance issues in the areas of experience modification, property ratings, property valuation, classifications and other ratings or underwriting variables.
- Coordinates or refers clients regarding training, loss control, safety, claims, Human Resource, financial and other issues that may have a bearing on the insurance program.
- Complete additional projects as developed and assigned by your supervisor or management.
Core Competencies
- Leadership: Lead by example.
- Communication: Communicate clearly and dynamically.
- Interpersonal: Treat people with respect.
- Work: Deliver the highest levels of excellence.
- Time Management: Schedule your time productively.
- Technical: See IT Core Competencies
Qualifications/Work Environment/Physical Demands:
- A valid Property/Casualty license is required
- A minimum of 5 years large commercial insurance marketing and customer service is preferred
- See Educational/Experience Chart
- See Office Class A Work Environment/Physical Demands Chart