Account Executive jobs in United States
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Signers National ยท 1 day ago

Account Executive

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. The Account Executive supports new business production goals by interacting with brokers, underwriters, and other customers while managing submissions and maintaining compliance documentation.

Commercial InsuranceEmployee BenefitsFinanceInsurance

Responsibilities

Reviews all new business submissions in accordance with Underwriters and Regional Sales Managers
Assists with preparing and sending submissions to submissions team when applicable
Proactively facilitates conversations with brokers, Underwriting and Marketing as needed based upon initial assessment of new business submission
Utilize pipeline reports to insure need-by dates are met and applies discretion in prioritizing accounts
Follows up with the brokers for additional information one week after the Underwriting team has made the initial contact for the additional information
Assists Marketing and Underwriting when needed with follow up calls to the broker to obtain needed information
Sends quote release email to the brokers in a timely manner once received from the Underwriting team ($15K +)
Maintains documentation of account file to meet compliance and internal quality control requirements
Assists in the development of strong business relationships with appropriate insurance carrier partners and personnel
Maintains knowledge of new and existing products
Inputs target premiums and quote need by dates into the system of record
Updates the system of record with the account information once received from the Account Executive, Underwriter or Broker
Manage and coordinate conference attendance and set-up at insurance conferences

Qualification

P&C insurance knowledgeCustomer service focusAgency management softwareMicrosoft Suite proficiencyPropertyCasualty LicenseMultitaskVerbal communication skillsWritten communication skillsOrganizational skillsTime management skills

Required

Strong customer service focus with a highly professional attitude and approach to business
Knowledge of P&C insurance markets, products and industry operations
Excellent computer skills with knowledge of agency management software and insurance rating software; proficient in Microsoft Suite office software
Must possess strong verbal, written communication, and organizational skills
Must have the ability to handle multiple and changing priorities in a fast-paced team environment
Able to work under pressure and time constraints with significant telephone and personal interruptions
High School graduate or equivalent
Minimum of 2+ years' experience in insurance account management or similar role

Preferred

College degree desirable
Property and Casualty License preferred (will have to obtain if hired)

Company

Signers National

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Signers National is a technology-enabled insurance brokerage and managing general agent focused on commercial insurance. It is a sub-organization of Lamb Insurance Services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
CIVC Partners
2022-11-21Private Equity

Leadership Team

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Salvatore V. Abano
Chief Information Officer
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Company data provided by crunchbase