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Senior Account Executive - Commercial   

ECBM is looking for a Senior Account Executive to join our growing team! This role works closely with Producer(s) to maintain assigned book of business by building client loyalty through excellence in service. The Senior Account Executive retains client renewals by planning and directing sales and marketing efforts. This role creates new sales opportunities by supporting the firm’s cross selling and account rounding efforts and seeking referrals from existing clients. Additionally, the Senior Account Executive manages a small number of direct reports, including Account Managers and Associates. This role will report to our Director of Client Services and is at our Media, PA headquarters.


  1. Customer Service and Account Management: 
    • Sustain and enhance customer’s relationship with ECBM.  
    • Respond to all customer needs with accuracy, promptness, and courtesy.
    • Work with assigned employees to assist in maintaining their direct client responsibilities, including assuring adherence to agency timelines and service standards.
    • Notify management and producer of potential issues related to coverage, audits, claims, collections, etc.
    • Assist all clients, departments or associates when required and requested to maintain firm’s relationships and good standing.
    • Develop relationship with Insurance Markets, including attending various carrier and industry events.  
    • Identify risk control issues and coordinate with clients, insurance carriers, or outside vendors to provide necessary solutions.
  2. Provide producers with necessary support to promote firm’s growth and retention goals.
  3. Manage and coordinate renewal process:
    • Control renewal process by developing account retention and growth strategy. Develop service plan for each client in accordance with ECBM service standards. Adhere to account renewal timelines, holding necessary meetings and gathering necessary information.
    • Conduct Account Review to determine risks and exposures to loss.
    • Identify cross sell and account rounding opportunities.
    • Prepare stewardship reports on accounts.
    • Assist in gathering renewal information.
    • Work with Account Manager to compile submission information in format most conducive to producing best coverage and pricing for customer.
    • Work with Account Manager to determine best markets and marketing strategy for customer’s coverage and pricing.
    • Aid Account Manager in negotiating best premium and coverage for customer and determining best format for renewal proposal.
    • Deliver and review renewal proposal, subsequent renewal paperwork and policies with customer.
    • Update client profile in Account Management System (AMS).
  4. Manage and coordinate claims services with the Claims department:
    • Design and implement claim management program with each client.
    • Conduct periodic loss reviews according to ECBM service standards.
    • Coordinate Account Management and Claims’ representatives in gathering information on significant or potentially significant claims.
    • Meet with customer to review losses and potential impact on long-term pricing and coverage.
    • Monitor open claims issues through reports generated by Claims department.
    • Assist Claims department in resolving claim issues, as necessary.
  5. Keep Accounts Receivables current:
    • Collect deposit premiums due at renewal when coverage is bound.
    • Work with Accounting to monitor monthly receivables.  
    • Aid Accounting in the collection of receivables.
  6. Competency developed in use of Agency Management System (AMS).
  7. Participate in firm’s on-call program.
  8. Some travel is required, for both client visits and carrier/industry events.
  9. Special Projects as assigned.

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