Granite Insurance · 1 month ago
Account Executive Position
Granite Insurance is a leading independent insurance agency focused on empowering businesses through tailored insurance and risk management solutions. They are seeking a dynamic Account Executive to build and maintain client relationships, provide expert insurance advice, and ensure client satisfaction.
Financial ServicesInsuranceRisk Management
Responsibilities
Client Relationship Management: Build and maintain strong relationships with clients, understanding their insurance needs and providing customized solutions
New Business Development: Assist with qualifying new business opportunities in conjunction with the sales team
Insurance Product Expertise: Stay updated on insurance products, regulations, and industry trends to effectively advise clients on the most suitable insurance solutions
Policy Management: Coordinate policy renewals, endorsements, and claims processing, ensuring accuracy and timeliness
Risk Assessment: Analyze clients' risk exposures and recommend appropriate coverage options to mitigate risks
Documentation and Compliance: Maintain accurate client records, ensure compliance with regulatory requirements, and manage documentation related to insurance policies
Collaboration: Work closely with underwriting, claims, and finance teams to deliver comprehensive insurance solutions and excellent customer service
Client Education: Educate clients on insurance-related topics, including coverage options, policy features, and risk management strategies
Performance Tracking: Monitor key performance indicators, such as client retention rates, and implement strategies for continuous improvement
Qualification
Required
Bachelor's degree in Business Administration, Finance, Insurance, or a related field
Proven experience in insurance sales, account management, or related roles
Strong knowledge of insurance products, underwriting principles, and risk management concepts
Excellent communication, negotiation, and interpersonal skills
Ability to multitask, prioritize workload, and work effectively in a fast-paced environment
Proficiency in MS Office Suite and CRM software
Relevant insurance certifications (e.g., CIC, CPCU) are a plus
Mid Level (3-6 years) experience
Benefits
Health and vision insurance
Dental insurance
Life insurance
Long-term disability and long-term care coverage
Paid holidays and paid time off
Family leave
Flexible scheduling
Paid training and professional development (including insurance licensing)
Safe Harbor 401(k) retirement plan
Medical
Dental
Vision
Life Insurance
Retirement
Compensation Commission