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 assessments to provide optimal client coverage and recommend client-retention strategies.

• Assist brokers in developing market submissions and crafting quote cover letters.

• Review received documentation to ensure accuracy.

• Foster relationships with brokers and proactively address business needs.

• Collaborate with brokers to facilitate renewals and pursue new business through client referrals.

• Develop new business strategies, proposals, and presentations for potential client opportunities.

• Assess and mitigate account risks.

• Ensure compliance with industry regulations and internal policies.

• Maintain precise data in internal systems and produce accurate documentation.

• Create performance and portfolio-trend reports utilizing data and insights.

• Work with internal teams to fulfill contractual obligations.

• Address invoicing issues in coordination with Premium Accounting stakeholders.

• Communicate regarding notices of cancellation.

⛳️ Requirements

• At least 2 years of experience in the insurance industry, complemented by a Bachelor’s degree.

• A Bachelor’s degree is required; Business Administration, Sales, and Risk Management are preferred fields.

• Other related disciplines or equivalent work experience may be considered.

• Minimum state requirements for P&C and/or surplus line licenses must be met.

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

• A Commercial Insurance License (CIL) is preferred.

• Ability to comply with industry regulations and internal policies.

• Capability to ensure the accuracy of data and documentation.

• Ability to meet quality and service standards consistently.

• Skills to resolve invoicing issues and communicate effectively regarding notices of cancellation.

🏝️ Benefits

• Paid time off for company holidays.

• Vacation days.

• Sick days.

• Personal days.

• Paid parental leave.

• Mental health services.

• Bonuses for full-time positions.

• Benefits for full-time positions.

• Reasonable accommodations for individuals with disabilities.