Account Executive
AGIA Affinity
full-time
Posted on:
Location Type: Remote
Location: Remote • Florida • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Function as the primary service contact for all customers and speak daily with customers
- Answer questions and field inquiries
- Process and issue endorsements, invoices, and policies
- Meet periodically with customers to conduct program reviews and discuss policy terms and conditions
- Develop rapport with customers and become a trusted resource for risk management, insurance, and claims solutions
- Explain risks and identify gaps in coverage and customize insurance solutions
- Upsell customers from voluntary to blanket programs and identify opportunities to increase revenue
- Explain claims benefits, claims processes and claims procedures
- Prepare new and renewal terms and conditions and review them for accuracy
- Create proposals and presentations and present new and renewal terms and conditions
- Support 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
- Continually seek educational, technical, and professional development opportunities
- Other duties as assigned by Doxa Executive Leadership
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 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
- Ability to learn new policy administration systems to perform the job efficiently
Benefits
- vacation and sick compensation
- health insurance
- dental insurance
- vision insurance
- life insurance
- long-term disability insurance
- matching 401(k) plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance account managementrisk managementclaims processespolicy administrationA&H coverageBlanket AccidentSpecial RiskStudent AccidentCAT CoverageInternational Travel policy language
Soft skills
customer servicecommunicationrapport buildingpresentation skillsproblem-solvingupsellingorganizational skillstrust buildingeducational developmentmarket intelligence
Certifications
Accident & Health licenseLife & Health license