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Commercial Lines-Real Estate Senior Account Executive

Chicago, IL, United States

Why Provant?

How often do you wish you had the ability to make a lasting impact on a team or organization?Don’t miss your chance.The Provant Group is a boutique insurance brokerage and consulting firm providing the experience and resources of a large broker while maintaining the personal attention clients deserve.It’s an exciting time at Provant as we quickly grow and make our mark in both the industry and community – and we are seeking organized, motivated professionals to join our team.

Mission

We embrace the challenge of protecting our clients today to help them succeed tomorrow.

Compensation and Benefits

Provant is committed to providing a robust, competitive benefits package for our growing team and its diverse needs.We offer a wide range of health, welfare and financial benefits including medical, wellness, dental, vision, 401(k), health savings accounts, disability, and life insurance. We also offer a very generous paid time off policy and holiday time, in addition to the flexibility of working remote as desired.

Rewards and Recognition

We believe taking care of our clients starts with taking care of our own.We are laying the foundation for our team to not just view this as another job but being a part of something greater.With our Performance Plus Bonus Program, we reward our non-sales team members by providing an opportunity to participate in the overall success of the organization.

Community Engagement

It is imperative that we look beyond our day-to-day responsibilities to make sure we engage our team to make a difference in the community.Our recently founded charitable committee has organized, participated in, and made an immediate impact for those in need. We are looking for people who have the same deep belief to expand our reach and engagement with our community.

RESPONSIBILITIES

We are seeking a Senior Account Executive for our Commercial Lines team.This position is responsible for providing prompt, accurate, and courteous service to clients, Sales Executives, and other Provant team members.The essential functions of this role include the following:

Leads renewal strategy on agency’s top accounts.

Proactively seeks and develops new business opportunities from Sales Executives and explores potential cross-selling avenues.

Takes charge of renewing existing business and actively pursues opportunities to expand coverage.

Provides dedicated service to accounts and provides assistance with claims when necessary.

Handles application completion, obtains quotes, negotiates insurance program, and prepares comprehensive proposals and presentations.

Facilitates binding coverage, prepares binders, and delegates certificate of insurance.

Conducts thorough reviews of coverage, identifies gaps or shortcomings, and recommends suitable adjustments.

Arranges client meetings as necessary or as directed by the Sales Executive.

Acts as a technical expert, providing assistance to team members in resolving intricate issues.

Support, mentor, and train other colleagues when applicable.

Delegate specified tasks and assignments to Account Associates and Technicians, as appropriate.

Adheres to agency management system standards and maintains data integrity by entering and maintaining complete and accurate information.

Performs additional responsibilities as assigned.

Work Experience Requirements:

Property and Casualty license required.

Minimum 10+ years of insurance brokerage experience, preferably servicing clients in real estate and construction.

Extensive knowledge of how insurance products are utilized and administered.Extensive knowledge of markets and marketing techniques.

Professional designations preferred such as CRIS, CIC, CPCU or ARM.

Applied Epic experience preferred.

Bachelor’s degree (BS/BA) is preferred, or equivalent combination of education and insurance experience.

Excellent oral and written English communications skills.

Ability to communicate and work well in a team environment.

Demonstrated proficiency with computer systems, including but not limited to Microsoft Office.

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