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Commercial Lines Digital Sales and Marketing - Cleveland, OH

First National Bank
United States, Ohio, Cleveland
January 26, 2023
Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future.

Position Title: Commercial Lines Account Executive

Business Unit: INSA

Reports to: Supervisor of Commercial Lines Client Services or Manager of Client Services

Position Overview:

The Account Executive's main role is to ensure customer satisfaction and client retention by delivering timely, consistent and exceptional service for a large/complex book of business. The incumbent performs every function within the department, shares responsibility of the department in the event of an absence and helps other departments when needed.

Primary Responsibilities:

Independently manage client relationships and ensure superior service. Coordinate with Sales Executive to obtain necessary information and collaborate on strategies for managing risk. Resolve complex servicing issues, perform coverage reviews, determine coverage gaps, and advise clients on risk management solutions. Perform routine day-to-day servicing.

Partner with Sales Executive to discuss renewal strategy and prepare professional and accurate summary of insurance and/or stewardship report. Prepare quality submissions to carriers, review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to our clients. In person visit with clients as needed.

Perform contract review with respect to insurance requirements and issue non-standard certificates. Maintain suspense system to follow up on outstanding items. Collaborate in a professional manner with all clients, carriers and teammates.

Responsible for data integrity of information within agency management system. Maintain and prioritize workload, including work assigned to Account Technician by AE. Maintain familiarity with and follow agency workflows and procedures.

Coordinate loss control functions along with the Sales Executive. Coordinate claim reviews as required with carrier or agency claim staff. Assist account with setup of worker's compensation panels, safety committees and reviews outstanding loss control.

Lead/Perform special projects with the advice and guidance from Supervisor/Management. Coach and mentor others.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

7

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience in commercial lines coverage and underwriting, technical knowledge and understanding of all forms of coverage and risk alternatives.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Property and Casualty Insurance License in state of PA required. Insurance designation preferred.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

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