Risk Cooperative · 2 months ago
Account Executive - Commercial Lines
Hybrid in Bethesda, MD
Full-time
Hybrid
Mid Level
$50K/yr - $75K/yr
3+ years expRisk Cooperative is one of the largest independent brokerages in the region, dedicated to delivering superior insurance solutions. The Account Executive will focus on sales and customer servicing, managing a dedicated book of business across commercial lines insurance while ensuring exceptional client service and retention.
AdviceFinancial ServicesInsurance
Responsibilities
Manage dedicated book of insurance business
Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues
Lead business development for target customer and market segments
Lead account rounding and cross selling efforts for assigned book of business
Lead client service, marketing, and renewal processes for assigned book of business
Support new business inquiries via quoting and booking new business opportunities
Support servicing of client accounts as needed
Stay up to date on carrier programs, compliance, regulation and other relevant industry information
Meet or exceed customer service standards and client retention targets
Act as liaison between clients and insurance carriers to resolve service and claims issues
Troubleshoot billing and service-related issues
Appropriately document conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those systems
Prepare reports for management as required
Attend industry related continuing education training and courses
Collaborate and support colleagues as needed
Perform other duties and projects as assigned
Qualification
Required
Have 3-5 years Commercial Insurance Experience
Have 3-5 years account management or relationship management experience in insurance
Have a current P&C insurance license (required)
Experience managing and servicing middle-market commercial clients
Are comfortable with a hybrid work schedule including at least two days in the office
Are authorized to work in the United States
Have strong analytical, problem-solving, and decision-making skills
Are known for your exceptional customer service, communication, multitasking, and organizational skills
Current license/certification for Property and Casualty License (Required)
Preferred
Spanish proficiency is a plus
B2B sales: 1 year (Preferred)
Life and Health License (Preferred)
Strong knowledge of Agency Management Systems (EPIC), and Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Benefits
Health, dental, vision and disability insurance
Paid time off
Holiday pay
Flexible schedule
401(k) matching
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Supportive teammates
A rewarding work environment
Company
Risk Cooperative
Risk Cooperative, is a specialized strategy, risk and insurance advisory firm.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Andres Franzetti, CRM
CEO & Co-Founder
Les Williams, CRM
Co-Founder and Chief Revenue Officer
Recent News
Company data provided by crunchbase