Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Provides assistance to Brokers, Underwriters, or Team Leaders concerning all policies and key accounts.

• Collaborates with Brokers to solicit, promote, sell, quote, and maintain renewals from existing agents while also supporting new business initiatives.

• Drives new and renewal business to meet production and market criteria as specified by the Broker with minimal supervision.

• Negotiates terms with underwriters, including pricing, deductibles, enhancements, and exclusions.

• Selects carriers to approach for accounts.

• Assists and provides quotes for new business, renewals, and endorsements by managing all company correspondence promptly.

• Prepares recommendations for agents, presenting factual information regarding optimal coverage options.

• Processes new business, which includes converting applications to CRC applications, issuing binders and invoices, and verifying policy coverages for accuracy according to CRC guidelines.

• Manages renewal business processes that may involve locating files, preparing and sending solicitor letters and preliminary submission information, issuing binders and invoices, and ensuring policy coverages adhere to CRC guidelines.

• Obtains confirmations from retailers when accounts are bound.

• Handles cancellation and endorsement requests, including issuing binders and invoices, and checking policy coverages for accuracy based on CRC guidelines.

• Prepares company profiles and conducts research analysis for client visits.

• Provides guidance and supervision to the team as requested by the Broker.

• Manages incoming calls from producers and companies.

• Maintains positive working relationships with current agents and colleagues.

• Stays updated on the insurance industry and sales strategies through regular participation in workshops, seminars, literature reviews, and formal continuing education.

• Performs additional duties, tasks, responsibilities, and projects as assigned.

⛳️ Requirements

• Bachelor's degree or equivalent experience.

• Minimum of three years of wholesale insurance experience or its equivalent.

• Proficient in specific account handling and marketing.

• Valid state-specific insurance license.

• Extensive knowledge of insurance and related processes.

• Capable of reviewing information, making decisions, and managing time efficiently with little to no supervision.

• Skilled in planning, organizing, and managing multiple priorities.

• Excellent verbal, written, and presentation abilities.

• Capable of handling confidential matters appropriately.

• Strong interpersonal skills.

• Willingness to work extended hours when necessary.

• Demonstrated proficiency in basic computer applications, including Microsoft Office software products.

• Ability to travel occasionally, including overnight trips.

🏝️ Benefits

• Access to medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company match.

• Generous paid time off programs.

• Company holidays, vacation, and sick days.

• New parent leave.

• Restricted stock units and/or a deferred compensation plan.