Senior Account Executive - Risk Partners Underwriting presso Holmanautogroup

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Job Inputs:

• Manage the daily underwriting, servicing and processing of all insurance transactions for a client. 
• Thoroughly review all exposures for a client and match the appropriate coverages and insurance products that best fits their needs.
• Understand and adhere to the Underwriting Guidelines for each of the programs a client is insured with.
• Coordinate all billing and accounting transactions with client, agent, fleet & mobility, accounting departments and reinsurers monthly and as needed.
• Effectively manage the new business and renewal cycle for all clients including updated Acords, drivers lists, vehicle lists, CAB and IFTA reviews if needed, loss analysis, web site reviews, supplementals as needed. 
• Ongoing communication with client, management, fleet & mobility, and carrier as needed throughout the life cycle of an account.
• Review claims loss runs on all PMA Program Accounts monthly for any red flags.  Communicate with fleet & mobility and client as needed including coordinating claims reviews.
• Keep current and effectively manage all clients in Epic (Account Management System).  Insure file documentation is in compliance with best practices.
• Assist with carrier and other audits as needed.
• In conjunction with Supervisor and Manager, identify areas for improved workflow efficiencies.
• Assist in the training of new Account Executives.
• Mentor to Junior teammates
• Perform Account Executive Duties on Assigned book
• Perform all other duties and special projects as assigned

Education and/or Training:

• Bachelor’s degree preferred
• CIC, CPCU, ARM or other Professional Property and Casualty designation a plus
• Property and Casualty Licensed a plus
• Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint)
• Proficient in the use of the EPIC operating platform

Relevant Work Experience:

• 10+  years’ experience in P & C Brokerage Operations and Marketing as an individual contributor or team leader.
• Thorough understanding of Property and Casualty coverages, policies and understanding of marketplace and markets.
• Experience managing $500,000+ premium accounts.
• Experience in reviewing and improving processes, methods, and tools to increase efficiency and accuracy.

Planning/Organizing/Managerial Knowledge:

• Provides non-leadership support to a group of primarily Professional and para-professional level staff.
• Works with departmental leadership to work through day-to-day decisions within department

• Excellent organizational skills and attention to detail
• Excellent time management skills, with a proven ability to meet deadlines
• Plans and prioritizes work efficiently and effectively, delegating when appropriate
• Ability to prioritize and reprioritize daily.
• Understands how role ties into the organization’s vision and purpose
• Ability to monitor each clients performance as well as individuals book of business and take action when performance is not meeting expectations
• Identifies and removes barriers to effective teamwork with all stakeholders.
• Removes obstacles that impede progress and goal attainment.
• Applies management expertise to improve efficiency and accomplish operational objectives within own area of responsibility or department
• Adjusts quickly to new or changing work environment
• Identifies and resolves operational problems using defined processes, expertise and judgement
• Decisions are guided by policies, procedures and business plan; receives guidance and oversight from supervisor and/or manager

Communicating & Influencing Skills:

• Excellent verbal and written communication skills.
  • Responsible and accountable for the communication process within team and with Sales Team
  • Able to clearly articulate the department’s vision for the future
  • Sets clear and agreed upon performance objectives and standards
• Excellent interpersonal and customer service skills.
  • Actively solicit feedback; share and address; adjust plans as necessary; follow through
  • Recognize and reward the contributions of team members
  • Promote camaraderie among team members
  • Help people see the role they can play in supporting the advancement of the vision and purpose
• Interprets customer needs and assesses requirements to meet needs
• Interaction with others requires understanding, influencing and supporting people, through applying technical knowledge or rational arguments, aimed at causing action or acceptance by others

Outputs:

•   An established and developed workflow process within the Middle Markets Operations team in:
  • Marketing of new Business
  • Marketing of renewal Business
  • Consistent workflows for servicing of client allowing for easy transition between colleagues.
• Defined performance standards for fair and objective evaluation of individual contributor’s performance within their roles.
• Learning ladder for less experienced employees within their job duties which will allow them to be successful within their role while positioning for future advancement.
• The developed talent and establish workflows to allow team to exceed industry standards for client retention and new business success.
• Build cross functional relationships to support goals of organization

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INDMISC

At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That’s why we are listening, open to learning new things – about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It’s The Holman Way.

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays, Bereavement, and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement

Benefits:

Regular Full-Time

We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.

Temporary or Part-Time

In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Pay:

We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $67,670.00 - $98,125.00 USD annually for full time employees. The annual compensation range is comprised of base pay earnings.

Artificial Intelligence Statement

To maintain the integrity and authenticity of our hiring process, we kindly request that all candidates refrain from using artificial intelligence (AI) tools to generate, assist with, or enhance any part of their application materials (including resumes, cover letters, written and verbal responses, and images) or during any stage of the interview process. We value genuine, original work that reflects your personal experience, skills, and communication style. As part of our commitment to a fair and transparent evaluation process, please be advised that we may use technology to detect AI-generated content submitted by candidates. Candidates found to have used AI assistance in violation of this policy may be disqualified from consideration. 

Equal Opportunity Employment and Accommodations:

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

If you are a person with a disability needing assistance with the application process, please contact [email protected]

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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