Account Executive

Account Executive – near San Francisco, CA

Job#5523

This position will determine account management strategies related to client service plans.  The Account Executive is responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys and new business.  Provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models. Also, oversee the work of other local program management staff.

Responsibilities:

-          Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs

-          Conducts pre-renewal visits reviewing client loss experience and general company performance. 

-          Performs client renewal, contract revision and Client Service Instruction preparation for complex programs

-          Negotiates changes or improvements to service plan

-          Facilitates the reduction of process barriers, technology constraints or resource constraints by directing and influencing the activities of other internal departments

-          Coordinates client invoicing, audits and accounts receivable follow up for assigned clients

-          Resolves all major customer service issues

-          Identifies and solicits cross-selling opportunities

-          Participates in local insurance community through advanced education and affiliation memberships

-          Supervises and directs personnel assigned to programs requiring multiple Account Representatives

-          Ensures compliance with all applicable Quality initiatives

Qualifications:

-          Bachelor’s degree from an accredited college or university preferred

-          2+ years account manager experience

OR

5+ years adjuster experience including 2 years in a supervisory capacity required

-          CPCU, AIC and/or ARM or other related designation preferred

-          Excellent oral & written communication, including presentation skills

-          Excellent MS Office Skills

-          Strong understanding of workers compensation, liability and disability claims management

 SUMMERFIELD ASSOCIATES, INC. is an award winning and nationally recognized leader in the consulting, recruiting, and staffing industry. We are dedicated to the success of our clients, our employees, and our business.