Account Executive, P&C jobs in United States
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Unison Risk Advisors · 1 month ago

Account Executive, P&C

positionPhoenix, AZ
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Unison Risk Advisors is committed to providing exceptional service and resources to its team. The Account Executive will deliver professional service to Commercial Risk clients, manage internal processes, and create effective client relationships to meet their unique insurance needs.

Financial ServicesInsuranceProperty Insurance

Responsibilities

Providing Gibson Client experience to existing accounts and potential clients, ensuring retention and client satisfaction
Managing internal renewal processes and timelines for book of business along with meeting cadence with clients
Assisting with preparation of new business and renewal submissions
Leading implementation of new lines of coverage and carrier changes
Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts
Developing strategic solutions with the Consultant/Client Executive
Creating presentation materials for client meetings
Communicating with carriers in a professional manner to negotiate the needs of the client
Using agency management tools effectively and consistently and ensures that the process and procedures are being followed and services are delivered timely
Informing team of major developments, issues, renewals results, etc. as required
Independently managing specific clients, ensuring retention and overall client satisfaction
Attending onsite and offsite client meetings as necessary
Acting as a backup to team personnel when necessary
Maintaining confidential information
Performing other duties and special projects as assigned

Qualification

PropertyCasualty LicenseClient Relationship ManagementMicrosoft Office ProficiencyAnalytical Problem-SolvingPrioritization SkillsCommunication SkillsAttention to Detail

Required

2+ years of experience in a similar role at another insurance brokerage or within the insurance industry
Active Property and Casualty License

Benefits

Comprehensive benefit offering available to chose from

Company

Unison Risk Advisors

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Unison Risk Advisors is committed to an independent brokerage service model guided
dateFounded in 2022
location
Cleveland, Ohio, USA
people-size501-1000 employees
web-link
https://unisonriskadvisors.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Peloton Capital Management
2022-03-16Private Equity

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