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INSURICA · 4 days ago

Employee Benefits Account Executive

Oklahoma City, OK

Full-time

Onsite

Senior Level

7+ years exp

INSURICA is seeking an Employee Benefits Account Executive responsible for maintaining and servicing an established book of business. The role involves providing excellent customer service, ensuring client retention, and seeking new lines of coverage.

CommunitiesFinancial ServicesInsurance

Senior Management

Responsibilities

Market, service, develop, and retain assigned accounts

Keep producer informed of the status of the book of business and any impending additions or losses

Prepare surveys, obtain renewal information, complete applications, obtain markets, deliver policies, and resolve service problems

Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer. Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed

Negotiate with the insurance companies for the most proper coverage options and a competitive price

Assist the Producer in preparing/making presentations of insurance programs to key accounts/prospects

Maintain client files on the computer system

Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions

Refer current and prospective clients to the Commercial P&C and Personal Lines Departments for solicitation of those lines of business

Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Respond to phone calls from clients and companies. Handle difficult customer or claims situations. Keep producers informed of important activities on their accounts. Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions. Determine reasons for requests for cancellations, act to save the account, and notify producers according to agency guidelines

Make sure all proposals and submissions, including applications, are complete, accurate, and meet company requirements

Maintain contact with clients as necessary, including calling on customers (i.e. Enrollment meetings)

Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs

Qualification

LifeHealth insurance licenseInsurance market knowledgeFinancial services underwritingAgency management systemsProfessional insurance designationsPC skillsTeam environment promotionPresentation skillsEffective communicationInterpersonal skills