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Placing You First.
Account Executive
Location
Nevada
Posted
15 days ago
Salary
$65K / year
Seniority
Senior
Job Description
Account Executive
CRC Insurance Services
• Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts • Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business • Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision • Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions • Select carriers to approach with accounts • Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner • Prepare recommendations for agents showing fact information regarding best coverage information • Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines • Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines • Acquire confirmations from retailers when accounts are bound • Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines • Prepare company profiles and research analysis for client visits • Provide directions and supervision to team as requested by Broker • Manage incoming calls from producers and companies • Maintain good working relationship with current agents and other co-workers • Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education • Perform other duties, tasks, responsibilities and projects as assigned
Job Requirements
- College degree or equivalent experience
- Three years of wholesale insurance experience or its equivalent
- Experience with specific account handling and marketing
- Current state specific insurance license
- Substantial knowledge of insurance and insurance processes
- Ability to review information, make decisions, and manage time effectively with minimal to no supervision
- Ability to plan, organize and manage multiple priorities
- Excellent verbal, written and presentation skills
- Ability to deal with confidential matters appropriately
- Possess strong interpersonal skills
- Ability to work extended hours as needed
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel, occasionally overnight
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 including company holidays, vacation and sick days, new parent leave
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