Associate Account Executive
CurrentMiddle Market Associate Account ExecutiveMy responsibilities included but are not limited to:• Analyze rating basis and classifications. • Monitor loss information and histories on assigned accounts. • Understand and recommend risk control measures and behavior modification programsdriving utilization of our Kapnick Risk Solutions • Market submissions to carriers to obtain the best insurance program for the client's needs. • Assisting in the negotiation & relationship management process with carrier underwriting andmanagement staff • Provide proper insurance program benchmarking regarding rates, limits and applicability ofcoverage.• Manage and respond to all direct client requests received by phone, mail, FAX, or email in atimely manner. • Create binders, certificates, change requests, and other related items accurately, followingagency and system documentation service standards and procedures. • Prepare invoices, close binder billings, apply credits, answer billing questions, promptlyidentify and resolve billing issues, manage the collection process for agency billed items, andprepare premium allocations.I work closely with the Middle Market team leader and absorb as much as I can about insurance throughout in the process. Building excellent client connections through close collaboration with the Client Executive, supervising services with the help of the Account Manager, and assisting the Account Executive in fulfilling their duties are all part of my job description. I am surrounded by exceptional coworkers who I am able to learn from every day; helping further develop my career.
