VFCA Careers

Position Summary:
The Business Insurance Executive will promote McConkey Insurance & Benefits / Valley Forge Captive Advisors by managing relationships with all of our Business Insurance clients; producing and managing the initial acquisition, the service needs, and renewal process of those clients as specifically assigned.

Essential Duties and Responsibilities:

• Develop, enhance, and maintain relationships with our existing Business Insurance clients
• Promote the growth of McConkey/VFCA by actively prospecting companies that would fit our company profile
• Demonstrate teamwork by assisting other Business Insurance Executives and Consultants with account acquisition and service
• Actively solicit and refer clients to our Benefits, Personal Lines and Surety departments
• Refer smaller Business Insurance clients to our ‘Select’ Business Insurance Consultant
• Produce new accounts that develop at least $250,000 in premium.
• Maintain relationships with Business Insurance Consultants, Client Service Managers, Claims Department, Accounting, Insurance Carriers, Captive Managers, Service Providers, etc.
• Promote relationships between clients and Client Service Managers by engaging them in client meetings
• Oversee all aspects of assigned clients by coordinating efforts with Client Service Managers, Claims department, Finance & Accounting, Insurance Carriers, Captive Managers, Service Providers, etc.
• Manage the renewal process of assigned clients, utilizing expiration reports and agency management system activities
• Utilize EPIC agency management system to track existing and new business clients
• Coordinate safety, loss control, risk management, and claims services
• Manage accounts receivables for all assigned clients by reviewing monthly Aged Receivable reports
• Control expenses and adhere to budgetary guidelines
• Contribute to the overall management and growth of the company
• Actively participate in internal committees and engage in community service by serving on boards, donating time and expertise to non-profit and other organizations
• Attend and participate in department meetings
• Pursue education opportunities and insurance designations while remaining current with continuing education requirements
• Ensure that the professional standards of McConkey are being met at all times
• Perform additional duties as assigned by management

Key Competencies:

• Resourceful, innovative approach to problem solving
• Initiative to work on multiple projects simultaneously and self-direct priorities to meet deadline driven business
• Dependability, high-energy and flexibility
• Strong communication skills both written and verbal, strong presentation and relationship skills

Position Requirements:

• College degree or advanced education strongly preferred
• Active Property & Casualty insurance license
• Extensive knowledge of various insurance products and coverages
• Previous relevant experience required in underwriting and/or insurance brokerage
• Advanced proficiency with Microsoft Office Suite

Physical Requirements and Work Environment:

• Prolonged periods of working on a computer using keyboard
• Extended periods of time in a sedentary position with ability to move about office to access office equipment and attend meetings
• Prolonged periods of working on a computer using keyboard
• Work environment includes interacting with others, participating in meetings, corresponding through email and phone calls
• Must be able to communicate effectively in English both verbally and in writing to internal and external clients
• Frequent out-of-office travel, including overnight travel, is required
• Must have valid driver’s license, own reliable transportation, and vehicle insurance must meet company’s requirements
• Client appointments and work-related events will require attendance outside of standard office hours of 8:00am to 5:00pm