Account Executive

This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Prepare accounts for new business and renewal processes as instructed by the broker.

• Initiate renewal reviews to ensure optimal client coverage and support client retention initiatives.

• Assist brokers in creating market submissions and drafting quote cover letters for agents.

• Review incoming documentation for accuracy and completeness.

• Cultivate relationships with brokers and gain insight into brokerage operations to proactively support business goals.

• Collaborate with brokers to enhance renewal opportunities and bolster new business efforts through client referrals.

• Aid in the formulation of new business strategies, proposals, and presentations for potential client opportunities.

• Assess and mitigate account risks while ensuring adherence to industry regulations and internal policies.

• Maintain precise data in internal systems and generate comprehensive documentation.

• Produce reports on performance and key metrics, identify trends within the portfolio, and offer recommendations for the book of business.

• Partner with internal teams to fulfill contractual obligations.

• Address invoicing issues in coordination with Premium Accounting.

• Communicate cancellation notices as necessary.

⛳️ Requirements

• A minimum of 2 years of experience in the insurance industry coupled with a Bachelor’s degree.

• A Bachelor’s degree is mandatory.

• State Property & Casualty (P&C) and/or Surplus Lines License(s) are required as per state regulations.

• Preferred fields of study include Business Administration, Sales, Risk Management, or a related discipline.

• Equivalent professional experience will also be taken into account.

• Certification as a Certified Insurance Service Representative (CISR) is preferred.

• A Commercial Insurance License (CIL) is preferred.

🏝️ Benefits

• Paid company holidays.

• Vacation days.

• Sick days.

• Personal days.

• Paid parental leave.

• Mental health services.

• Bonuses for full-time positions.

• Comprehensive benefits package.

• Reasonable accommodations for individuals with disabilities.