Account Executive
Indexed description
Key Responsibilities
- Act as primary point of contact for all client-related questions and requests.
- Lead conversations with clients to identify and address gaps in coverage, ensuring comprehensive account management.
- Present pre-renewal and renewal strategies to clients, demonstrating a deep understanding of their needs.
- Develop and prepare detailed marketing submissions and proposals for both new and renewal business.
- Craft and deliver a written service timeline and value proposition, showcasing our commitment to client satisfaction during annual stewardship meetings.
- Guarantee policy accuracy and alignment with proposed coverages, providing peace of mind to our clients.
- Respond promptly to inquiries from our internal team, client contacts, and carrier partners, maintaining a 24-hour response window.
- Initiate proactive correspondence with clients and insurers on a variety of topics, including coverages, rates, policy changes, audits, dividends, and billing issues.
- Possession of current state-issued insurance licenses in jurisdictions where clients or prospects are located.
- Responsible for maintaining license status through ongoing continuing education and professional development.
About Cottingham & Butler
At Cottingham & Butler, we sell a promise to help our clients through life’s toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday – that’s who we are and what we believe in.
As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day.
Want to learn more? Follow us on www.CottinghamButler.com | LinkedIn | Facebook
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