Brown & Brown Insurance

Account Executive

Brown & Brown Insurance

full-time

Posted on:

Location Type: Hybrid

Location: Salt Lake City • Utah • United States

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Job Level

SeniorLead

About the role

  • Provides leadership and mentoring to teammates.
  • Responsible for overseeing the work of others.
  • Provides performance-related feedback to others and assist them with their professional development.
  • Develops knowledge of a client’s business and industry and their specific risk profile through their business model, asset portfolio, products and cash flow, loss history, etc.
  • Identifies the client’s exposure to loss and the means to address them predominantly through insurance risk transfer.
  • Identifies tolerance to risk retention and service needs and protocols.
  • Collaborates in the development of a marketing plan, for new and renewal business, to include creation of insurance specifications, timelines and complete market selections.
  • Negotiates with underwriters on behalf of our clients to develop the best program.
  • Creates insurance proposal documents, subject to established protocols, compare competitive insurance program options and recommend the best program for our clients.
  • Links risk identification, risk funding and service techniques to develop alternative program design strategies.
  • Monitors the risk transfer process: binder issuance, policy issuance reviews, service delivery, etc., for accuracy and timeliness.
  • Accurately completes the Renewal Information Request.
  • Develops and maintains relationships with underwriters and other service providers.
  • Keeps abreast of changing market conditions and innovations.
  • Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews.
  • Promptly and accurately responds to client requests.
  • If responsibilities are delegated, follows through to ensure client received timely response.
  • Participates in identifying new business opportunities.
  • Attends Continuing Education classes.
  • Performs miscellaneous duties and projects as assigned.

Requirements

  • Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations and benefits of each as well as the B&B philosophy regarding these products and services.
  • Expertise in the insurance industry with a demonstrated ability to explain our capabilities relative to our competitors.
  • Strong written and verbal communication skills, with the ability to influence, engage, and clearly translate complex insurance concepts into practical, easy-to-understand terms.
  • Demonstrates good listening skills to enhance understanding and probes effectively.
  • Strong attention to detail.
  • Ability to manage multiple competing priorities at the same time.
  • Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
  • Demonstrates a sense of urgency.
  • Works in a collaborative, team-oriented manner, fostering accountability and ownership for results.
  • Develops and maintains a working knowledge of B&B systems.
  • Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs.
  • Proficient in keyboard and PC skills, including word processing and spreadsheet software, with the ability to quickly learn and adapt to new systems.
  • Must be highly proficient in Excel including formulas, formatting, generating reports, etc.
  • College degree preferred.
  • 10 or more years of experience in the industry and licensed as a Producer of Property and Casualty in applicable state.
  • Participates in continuing education in order to maintain the appropriate level of credentials.
  • Insurance designation preferred.
  • This position may require routine or periodic travel which may require the team member to drive their own vehicle or a rental vehicle.
Benefits
  • Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurance coveragesinsurance policiesinsurance pricinginsurance placementrisk identificationrisk transferExcelword processingspreadsheet softwareB&B systems
Soft Skills
leadershipmentoringcommunicationlisteningattention to detailtime managementcollaborationcustomer servicesense of urgencyability to manage competing priorities
Certifications
Producer of Property and Casualty licenseinsurance designation