Truist Senior Marketing Account Executive 

United States, Pennsylvania, Upper Merion Township 

134735387

Regular or Temporary:

English (Required)

1st shift (United States of America)

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer. May handle all aspects of the client relationships.
2. Partner with the producer in sales efforts, including responding for Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.
3. Direct and lead mid-year reviews and/or annual stewardship meetings.
4. Build and cultivate key client and carrier relationships by phone, email, and in person.
5. Continuously expand a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.
6. Demonstrate strong skills at negotiating pricing, policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.
7. Provide analyses and recommendations of coverage needs, partner with the Producer as needed, in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with Account Managers and other account team members and direct communications with carrier underwriters and other carrier representatives.
8. Lead the renewal process and prepare company applications and submissions to appropriate markets.
9. Must be able to present coverage, renewal recommendations and financial impact to the client.
10. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.
11. Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.
12. Work with Account Manager to schedule and conduct teammate meetings.
13. Understand and utilize the client management system(s), Image Right, and other relevant technology platforms.
14. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments.
15. In concert with Account Manager and Client Service Specialist, effectively resolve workflow issues.
16. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.
17. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills.
18. Other job duties and responsibilities as requested by managementThe requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and/or related experience
2. Eight years of relevant insurance industry experience
3. Appropriate insurance license(s)
4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced
5. Organizational skills to plan and prioritize team workload, and to oversee application of work flows and procedures
8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff
9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market and employee relations problems
10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
11. Ability to travel
1. Advanced degree(s)
2. Insurance industry certifications in addition to necessary license(s)
3. Significant prior experience leading teams and/or projects