Account Executive
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: Remote • Montana • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts
- Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business
- Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision
- Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions
- Select carriers to approach with accounts
- Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner
- Prepare recommendations for agents showing fact information regarding best coverage information
- Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines
- Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines
- Acquire confirmations from retailers when accounts are bound
- Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines
- Prepare company profiles and research analysis for client visits
- Provide directions and supervision to team as requested by Broker
- Manage incoming calls from producers and companies
- Maintain good working relationship with current agents and other co-workers
- Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education
- Perform other duties, tasks, responsibilities and projects as assigned
Requirements
- College degree or equivalent experience
- Three years of wholesale insurance experience or its equivalent
- Experience with specific account handling and marketing
- Current state specific insurance license
- Substantial knowledge of insurance and insurance processes
- Ability to review information, make decisions, and manage time effectively with minimal to no supervision
- Ability to plan, organize and manage multiple priorities
- Excellent verbal, written and presentation skills
- Ability to deal with confidential matters appropriately
- Possess strong interpersonal skills
- Ability to work extended hours as needed
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel, occasionally overnight
Benefits
- Access to medical, dental, vision, life, disability, and AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Generous paid time off programs
- Company holidays
- Vacation and sick days
- New parent leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
wholesale insurance experienceaccount handlingmarketinginsurance processespolicy coverage accuracyquotation preparationnegotiationcancellation processingendorsement processingclient research analysis
Soft skills
decision makingtime managementplanningorganizationverbal communicationwritten communicationpresentation skillsinterpersonal skillsconfidentialitysupervision
Certifications
state specific insurance license