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Company

AssuredPartners · 8 hours ago

Account Executive

United States

Full-time

Remote

Mid Level

4+ years exp

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Responsibilities

Partner with producers to formulate insurance and risk management plans that are tailor-made for clients’ needs

Meet with new prospects and clients in person or virtually

Grow the book of business by new sales or increased coverage limits on existing accounts

Partner with other Agency departments, including Personal Lines and Employee Benefits, to cross-sell new and existing clients

Conduct periodic coverage reviews and exposure analyses for clients to ensure appropriate program design and implementation

Maintain records according to Agency standards and processes. Ensure information is properly documented and readily accessible.

Oversee daily processes for the book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as needed

Maintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, and renewal expirations

Reviews insurance and indemnification parts of contracts

Manage account receivables to ensure timely collection of premiums, reconcile accounting discrepancies and follow up on aging receivables

Attend renewal review meetings with Producers and Team lead to prepare marketing strategies for upcoming renewals

Lead all accounts through the new and renewal process. Market accounts to insurance carriers and brokers as needed.

Maintain proactive communication with clients, producers, and team members including handling client and/or company questions/issues appropriately

Develop strong personal relationships with appropriate insurance carrier personnel and become familiar with carrier product options

Communicate effectively with the team including Producers, Account Managers, Account Coordinators, or Analysts

Continue professional development by attending continuing education courses, seminars, and workshops

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account Executive experienceCasualty LicenseInsurance Agency SoftwareOnline rating systemsUnderwriter relationshipsWholesale brokers experienceClient communication

Required

4+ years of experience (2 years in an Account Executive role required with 2 years prior experience in an Account Manager role)

Active TX State Property and Casualty Insurance license required

Experience with Insurance Agency Software (Applied Epic preferred)

High level of proficiency using online rating systems, maintaining underwriter relationships, and experience working with wholesale brokers

Commit to, utilize, and follow Agency procedures while remaining adaptive/flexible to changing demands of a growing company

The ability to travel locally as required

Preferred

Experience with Insurance Agency Software (Applied Epic preferred)

Benefits

Generous Paid-Time Off including 15 PTO/vacation days annually starting, plus 10 paid holidays and 5 paid sick days

401K + employer match

Medical, Dental, and Vision Insurance with HSA and FSA options

Pet Insurance

Fitness Center Discounts

Employer-paid life insurance and disability

Voluntary benefits (such as critical illness and accident insurance)

Travel reimbursement

Tuition Reimbursement

Employee Referral Program

Opportunities for growth and promotion up to leadership level

And so much more!

Company

AssuredPartners

Glassdoor

3.8

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers.

Founded in 2011

Orlando, Florida, USA

10001+ employees