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VP, Sr. Account Executive - Team Leader

Company: ABD Insurance & Financial Services
Location: San Francisco
Posted on: February 25, 2021

Job Description:

Property & Casualty - Executive Risk Solutions Team / At ABD we've built something special; an innovative company with a fulfilling and award-winning culture based on the core tenets of--Work,--Love--and--Play. Work:--ABD is a team of risk and reward advisors who provide industry leading services and resources in insurance, risk management, human resource management, employee benefits and retirement programs to our clients, so they can focus on building their success. At ABD, your ideas and actions matter. You control your work, engage your intellect and are supported as you grow your expertise.-- Love:--We love what we do. We thrive on the opportunity to innovate and BE better. We are also committed to spreading our passions evenly, so that every ABD employee has a fulfilling life in addition to a rewarding career. At ABD, you are part of a team that is in this together! Play:--We enjoy our clients and colleagues. And we believe that balanced happiness leads to shared success. We love a lasting laugh and try not to miss out on a good time - whether it's a game, bowling, onsite barbeque, or a spontaneous celebration of our team-mates. At ABD, we share the fun of life and have fun at work. SUMMARY: This position is responsible for the management, strategy, planning, client engagement, and sales support of the Private Company ERS Practice. The role will include working on large private venture backed companies (unicorns), Private Equity, Cannabis, and Financial Institutions. The position is in ABD's Executive Risk Solutions team which specializes in Directors and Officers Liability Insurance. The position will have direct client service responsibilities and coordinate with Producers to address customer needs, including technical counsel and carrier negotiations. FROM THE TEAM: The Executive Risk Solutions team is dedicated to excellence in everything that we do and we are committed to working together as partners in delivering what our clients need and want. We have a lot of fun together - both in the office and out. This role is an excellent opportunity to be part of a team of D&O experts and to be a key contributor to our team's growth and success. We are looking for inquisitive, strategic, self-motivated, organized, and fun people to join our team. Come play with us! GENERAL INFORMATION:

  • This position is a salaried, exempt and full-time position.
  • The position will report SVP, ERS National Practice Leader.
  • Management responsibility for the Private Team Account Executives. WHAT YOU'LL BE DOING:
    • Responsible for the overall private company team with specific expertise in Management Liability insurance lines of business, including D&O, EPL, Fiduciary, and crime.
    • Responsible for developing revenue growth and retention forecasts and plans for ensuring the successful achievement of targets.
    • Collaborates with ERS Operations Manager to implement systems and processes that support execution of private company strategy and initiatives.
    • In partnership with ERS National Practice Leader and the Public Company Team Leader, you will be responsible for fostering strong carrier and wholesale partner relationships and supporting carrier specific strategic initiatives.
    • Works strategically to identify and implement opportunities to partner with Producers and ABD consultants in other lines of business for business development and growth.
    • Responsible for managing a team of private company service employees.
    • Provides resources and assists with recruiting and hiring, training and development, and performance management of the private company Account Executives.
    • Manages and coaches team members for delivery of service and directs the delegation, allocation and lending of resources among teams.
    • Account Executive
    • Responsible for managing assigned book of business in accordance to established best practices.
    • Manage client relationships and develops service strategy to address client needs.
    • In coordination with producers, you will cultivate relationships with new customers and enhance relationships with existing clients to drive new business opportunities, along with create cross-selling opportunities by recommending other ABD services and/or additional policies.
    • Negotiate cutting edge coverage provisions and help clients understand how such modifications impact their scope of coverage.
    • Create professional materials to aid in client service, including PowerPoint presentations and email summaries that are concise, easy to understand and help clients with their decision making.
    • Attend and lead client meetings.
    • Perform coverage analysis of expiring or competitors' placements to determine areas for improvement
    • Keep abreast of changing market, coverage, and exposure developments and their impact on clients as well as write blogs and/or articles on such topics.
    • Other tasks, duties or special projects as assigned. WHAT YOU BRING TO THE TABLE:
      • Excellent analytical skills and strategic thinker.
      • Strong technical understanding of a broad range of management liability insurance coverage in a diverse range of industries (e.g. tech/biotech, PE/VC, FI, and unicorns.).
      • Ability to learn and adapt quickly to new products and industries.
      • Exceptional verbal and written communication, sales, and negotiation skills including presentation preparation and delivery, to communicate with clients and ABD peers on complex coverage issues, including senior-level client interfacing.
      • Ability to review internal/external deliverables to ensure accuracy.
      • Professional composure and exceptional customer service skills, diplomacy, professionalism, and tact.
      • Ability to be resourceful, take initiative, solve problems, and create solutions.
      • Ability to multi-task efficiently in high volume environment and to be flexible with ever-changing priorities and deadlines.
      • Must work well with others in a collaborative, fast-paced, customer service-oriented environment.
      • Excellent communication between clients and colleagues.
      • Skilled at proactively anticipating and addressing issues and client needs.
      • Advanced at strategic project planning including exceptional time management skills.
      • Ability to forge relationships and build trust.
      • Advanced Knowledge of Microsoft Office such as PowerPoint, Word and Excel and other complex features. Able to learn and implement other programs quickly and efficiently. EDUCATION AND EXPERIENCE:
        • Minimum 5 years of industry experience (specifically with negotiation, placement and presentation of private company D&O and related management liability coverages) in a diverse range of industries (e.g. tech/biotech, PE/VC, FI, REITS, unicorns, etc.) and broad range of management liability coverages.
        • Knowledge of D&O for publicly traded companies preferred. CERTIFICATES, LICENSES, REGISTRATION:
          • CA Department of Insurance Property & Casualty License. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
            • Requires moderate to long periods of time sitting at a desk, using computer monitor and keyboard, speaking on the phone, etc.
            • Requires short to moderate (intermittent) periods of time standing or walking, often to and from meetings that require sitting.
            • Requires occasional lifting of objects (mostly documents, lap top equipment, etc.) that weigh fewer than 20 pounds. ABD is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success. NOTE: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Keywords: ABD Insurance & Financial Services, San Francisco , VP, Sr. Account Executive - Team Leader, Hospitality & Tourism , San Francisco, California

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