Inside Sales Representative
Trace3
Job Level
JuniorMid-Level
About the role
- The Account Executive supports the Business Unit President and is responsible for all customer service functions. The Account Executive speaks daily with customers, fielding questions and processing endorsements, invoices, and policies. The Account Executive meets periodically with customers to conduct program reviews, discuss policy terms and conditions, and ensure overall customer satisfaction. Understand Accident & Health products and services, including competitive features and benefits, to meet customer needs. Develop trusted relationships with customers and recognize gaps in coverage to increase revenue through upselling and cross-selling. Develop an understanding of risk appetite and underwriting guidelines and evaluate and price risks. Support the business unit leader in reporting new and renewal business flow, hit ratios, and market intelligence. Represent the business unit at trade shows and industry events.
Requirements
- Minimum 2-3 years of insurance Account Management experience. Experience in MGA/MGU or brokerage environments preferred. Bachelor’s Degree from an accredited institution preferred. Licensed in or willing to obtain within 6 months of hire Accident & Health and/or Life & Health in state of domicile. Familiarity with specialized retail agencies across the country. Preferred but not required knowledge of A&H coverage including Blanket Accident, Special Risk, Student Accident, CAT Coverage, International Travel policy language, and risk management concepts. Proficiency with Microsoft suite and ability to learn new policy administration systems to perform the job efficiently.
