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Apogem Capital · 4 days ago

Senior Associate, Account Executive

Walnut Creek, CA

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $125K/yr

Apogem Capital is dedicated to delivering comprehensive insurance and absence management solutions for mid-sized and large companies. The Account Executive role is crucial in managing business relationships and ensuring exceptional service, while driving growth and retention for an assigned book of business.

Financial Services

Responsibilities

Act as a knowledgeable resource regarding internal and external systems and processes to meet client needs

Proactively address routine and complex issues with assertiveness and high energy

Collaborate with underwriting, sales, and service partners within a matrix organization

Demonstrate strong active listening, written, and verbal skills

Identify and present client growth opportunities, ensuring successful implementation with matrix partners

Manage multiple tasks efficiently, prioritizing as necessary

Stay informed about insurance coverages, products, and industry updates to provide exceptional client and broker service

Drive profitable growth and retention through deep client and producer relationships

Participate in the renewal process, including negotiations and policy changes

Attend industry events to expand knowledge and relationships

Maintain compliance tracking and participate in new hire and ongoing training

Mentor others and contribute to special projects and process improvements

Foster team success while achieving individual goals, maintaining honesty and respect in all dealings

Communicate effectively to enhance productivity and build respectful relationships

Qualification

Life/Accident/Disability BenefitsState lifeHealth licensesMS Office proficiencyNegotiation skillsOrganizational agilityCommunication skillsInterpersonal skillsProblem-solving abilityCustomer-focused approach