Must have current insurance experience and hold a P&C license.
Position Summary:
This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the department’s ongoing success servicing and supporting the Aviation Department and any Aviation Programs. This position includes a wide range of duties including, but not limited to, the following:
Essential Functions & Basic Duties:
(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)
- Maintain market and client relationships with an emphasis on Client retention
- Manage the day-to-day servicing needs, including oversight and mentorship of all Account Executives, Associate Account Executives or Team Associates within the Aviation Department
- Employee oversight, on-boarding, technology use, training of aviation employees
- Work collaboratively with Producers, Team Leaders and clients
- Update and monitor existing accounts
- Evaluate, identify, compile and manage information regarding account renewal and promote cross-sell opportunities
- Adherence, compliance and full utilization of all technology tools (i.e. EPIC, Outlook, Salesforce, etc.)
- Meet service delivery standards and perform essential functions to the quality and service standards developed by SterlingRisk Aviation
- Attend prospect and client meetings
- Prepare insurance market presentations, specifications and applications for marketing renewal and related new business
- Issues binders, certificates, policies, endorsements and other related items; verifying their accuracy and facilitating corrections when necessary.
- Prepare summaries of insurance, schedules and proposals
- Collaborate with the Producer, Account Executives, Associate Account Executives, Team Associates and clients; analyzing client needs, coverage forms and quotations
- Participate in annual stewardship meetings
- Manage domestic insurer relationships, prepare market presentations for commercial clients and attend industry conventions
- Manage and follow up to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedure
- Determine appropriate billing/financing and processes
- Participate in team strategy meetings
- Monitor renewal dashboard
- Any other duties as requested by management
Supervisory Duties:
This job has a medium level of supervisory responsibilities which include:
- Account Management
- Supervision and training of Account Executives and support
personnel to ensure an understanding of their role, the company role, and the clients’ needs and expectations
Knowledge, Skills, & Abilities:
- Advanced knowledge of aviation driven insurance products, usages and markets and knowledge of insurance rating and underwriting procedures to proficiently manage and complete complex insurance tasks associated with the variables of the aviation business
- Proficiency in Outlook, Excel, Word, Salesforce and EPIC
- Broad knowledge of insurance products and usages
- Broad knowledge of insurance markets and reference to markets
- Possess exceptional oral, written, and communication skills
- Detail orientated with strong organizational and presentation skills
- Ability to work well under pressure
- Ability to work independently and take the lead initiative on all elements of client servicing
- Ability to analyze complex insurance situations, recommend solutions and options, and communicate these options both verbally and in writing in a clear, concise manner
- Understanding of client servicing expectations and ability to meet objectives and train staff to excel in client servicing procedures and goals
- Prior experience with building relationships with domestic and international underwriters
Education and Work Experience:
- Bachelor’s Degree
- Ten+ years insurance experience with at least 5 years’ experience in aviation specialty
- Property & Casualty License
Why SterlingRisk?
Salary:
The estimated base salary range for this full-time position is $130,000 – $150,000 annually, plus benefits, and can vary based on location.
