Account Executive – Lead

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

📋 Description

• Serves as an agent for Producer assigned accounts, engaging in servicing and/or solicitation activities.

• Oversees a book of business while directing a service team in their tasks.

• Manages all client-required services and sustains client relationships with minimal assistance from Producers.

• Handles a substantial book of business by guiding employees on the service team.

• Receives and cultivates new business leads from Producers or identifies and develops opportunities for cross-selling.

• Acts as the primary point of contact for clients from the initial lead stage.

• Functions as the lead representative for an assigned book of business.

• Participates in the team selling process, including finalist interviews and responses to RFPs.

• Prepares and presents renewal analyses to clients.

• Sells renewal business to current clients and, when applicable, offers additional lines of coverage.

• Promotes other agency services through Producer Service Proposals.

• Provides analysis and recommendations regarding clients' existing coverages.

• Selects carriers for solicitation and negotiates with them concerning benefits and premium considerations.

• Addresses client inquiries, including questions and issues related to benefits and claims.

• Reviews client coverage contracts and amendments for accuracy.

• Manages and negotiates relationships and contracts with third-party vendors on behalf of clients.

• Leads a dedicated service team.

• Acts as a technical expert, assisting department members with complex issues.

• Offers mentoring and coaching to departmental staff.

• Identifies new client sales opportunities.

• Develops motivational action plans for personnel development with defined performance goals.

• Collects fees and reconciles/resolves outstanding balances within 60 days of invoicing.

• Complies with agency management system data standards and data integrity requirements.

• Performs duties in alignment with company policies, procedures, and applicable federal, state, and local laws.

• Executes other assigned duties.

⛳️ Requirements

• Bachelor's Degree or a combination of education and experience equivalent to that level.

• A minimum of ten (10) years of relevant work experience.

• Must fulfill Continuing Education requirements for license renewal.

• Possession of a valid Insurance License.

• Proficient in the Microsoft Office Suite.

• Exceptional verbal and written communication skills.

• Strong problem-solving and time management abilities.

• Capability to collaborate within a team and promote teamwork.

• Effective planning, organizational, and prioritization skills.

🏝️ Benefits

• Comprehensive healthcare coverage.

• Retirement savings plan with employer matching.

• Generous paid time off policy.

• Opportunities for professional development and advancement.

• Flexible work arrangements.