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Accounting and Finance Leadership

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Account Executive P&C

Kansas City, MO 64111 | Work from home flexibility

Posted: 02/13/2024 Employment Type: Direct Placement Job Category: Accounting and Finance Leadership Job Number: 16443

Job Description

Adaptive Solutions Group is a premier provider of information technology personnel. We provide a variety of technical professionals available for contract, contract-to-hire, or direct placement positions to companies in and around the Kansas City and St. Louis areas.

We are currently looking for an Account Executive P&C to join our team.

  • Lead meetings with clients, including meetings at client locations.
  • Responsible for providing comprehensive client support and acts as main client contact for book of business.
  • Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
  • Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned an directed by Agency management.
  • Own all audit, review and claims processes for assigned book of business.
  • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and the circumstances of the presentation.
  • Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in underwriting practices; able to manage underwriting relationships.
  • Fluent in the client’s industry and current events that can modify the coverage needed.
  • Review changes in carrier offerings and policies and relay information to the larger service team.
  • Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
  • Facilitate and collaborate with the account team on the agency’s renewal strategy.
  • Provide clients with Insurance Coverage Review and review methods of handling risks.
  • Identify and explain gaps in coverage. Work with the producer to write new business.
  • Attend carrier functions to learn new coverage options and risk assessment strategies.
  • Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.

Required Qualifications
  • 6+ years of related experience and/or training preferred or demonstrated skills listed below.
  • Current Property and Casualty license required.
  • Comprehensive knowledge of available commercial line coverages based on business classification, as well as information on industry trends and client retention strategies.
  • Highly developed problem-solving and solution-design skills; strong written and verbal communication skills.
  • Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees.
  • Highly proficient in the use of Microsoft Office or similar software, including spreadsheet and presentation software.
  • Skilled in the use of agency management software with the ability to quickly learn new systems and processes.

Adaptive Solutions Group offers a competitive compensation and benefits package that includes medical, dental, STD/LTD, life insurance coverage, 401k, paid vacation and holidays.

Adaptive Solutions Group is an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, and veteran or disability status.

Job Requirements

Account Management, Property & Casualty, Commercial Lines, Insurance, MS Excel, MS PowerPoint, Customer Support,

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