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CRC Insurance Services

Placing You First.

Account Executive

Account ExecutiveSalesFull TimeRemoteSeniorTeam 1,001-5,000Since 1982H1B No SponsorCompany SiteLinkedIn

Location

Florida

Posted

20 hours ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expEnglish

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 • 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
  • Company holidays
  • Vacation and sick days
  • New parent leave
  • Professional development opportunities

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