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Account Executive (Insurance industry)

Clements Worldwide
Washington, District of Columbia, United States
February 14, 2018


The Account Executive will serve as the primary account handler, utilizing their in-depth knowledge of our products and policies, binder programs, resources, database and procedures to manage and service accounts, handling renewal conclusions, account rounding and processing all renewals, endorsements, and cancellations activities. Clients include a wide range of International organizations with global operations and multi-line insurance portfolio. The Account Executive should be able to not only effectively explain the benefits of the product to a client, but to also demonstrate the benefits of purchasing the products or services. He /She must be able to determine how to best serve their clients by offering the right product to fit their needs and strive to create new accounts, as well as retain customer loyalty.


• Manage and service clients with their insurance needs, reviewing exposures and making recommendations on best solutions.

• Manage book of business, retain renewal business, reaching or exceeding monthly, quarterly and annual retention, premium and revenue targets; account rounding with existing and new clients.

• Compile statistical data and prepare renewal submission for insurance companies and internal underwriting.

• Prepare and deliver renewal presentations, stewardship reports, policy presentations.

• Meet with clients as needed – (domestic and international travel required).

• Prepare and forward renewal policy applications to the appropriate insurance company.

• Act as a liaison between clients and insurers to provide assistance with claims.

• Ensure that policies are assigned the correct tax rate and all related tax documents have been completed in accordance with E&S tax guidelines.

• Maintain integrity of client information in the TAM system via accurate data entry.

• Collect and review client receivables; prepare vouchers for payment of premiums and verify payments.

Minimum Qualifications

• Bachelor’s degree or equivalent years of experience

• Minimum of three (3) years customer service, sales, or account executive experience in commercial insurance industry

• Possess a P&C license

• Must be proficient in MSWord and Excel

• Excellent oral and written communication skills

• Compelling presentation skills

Preferred Qualifications

• Previous insurance software experience preferred

• Possess an L&H license

• Experience in international insurance, risk management, financial services or professional services industry

• Experience with, or in, emerging markets