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Account Executive

Company: GPAC
Location: New Haven
Posted on: May 3, 2021

Job Description:

Summary: Responsible for account management, direct sales and customer service support to the sales team using a variety of skills and knowledge of the insurance market, products and competition.

Essential Duties and Functions: include the following. Any other duties as may be assigned.

  • Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
  • Spend approximately 50-60% of the time outside with customers and new business opportunities.
  • Generate new business activity and account rounding.
  • Provide customer relations with all levels of clients decision-makers as well as the day-to-day technical client representatives.
  • Continuously achieve all audit and performance standards as outlined by leadership.
  • Follow-up to address customer needs and resolve any problems or issues.
  • Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
  • Develop and oversee customer service plans for each client and understand the needs of the customer.
  • Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements.
  • In conjunction with the Producer, manage ICR process.
  • Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents.
  • Review Backwards Expiration Report, expiration reports, and daily download.
  • Keep current with email & tasks.
  • Encourage and motivate team members to achieve or exceed agency standards.
  • Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customers requests / requirements.
  • Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
  • Promote teamwork and commitment to department/agency goals.
  • Follow Agency guidelines, policies and procedures.
  • Remain current on industry trends and information, new product development, legislation, coverages and technology.
  • Remain up to date with current market conditions and status of competition.
  • Pursues a course of personal, professional development.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


  • High School diploma
  • CT Property & Casualty Producer License
  • Proficient with MS Office Suite
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality
  • This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.


  • Bachelors Degree is preferred and/or extensive insurance experience
  • 3-5 years functioning in Commercial Lines department at an agency or company level is preferred.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States for the past 31 years. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Keywords: GPAC, New Haven , Account Executive, Other , New Haven, Connecticut

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