DOXA

Account Executive

DOXA

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • Support the Business Unit President and serve as primary service contact for all customers
  • Speak daily with customers, field questions, and process endorsements, invoices, and policies
  • Meet periodically with customers to conduct program reviews and discuss policy terms and conditions
  • Develop trusted relationships, identify gaps in coverage, and upsell or cross-sell to increase revenue
  • Evaluate and price risks consistent with underwriting guidelines and support reporting of new and renewal business flow
  • Create proposals and presentations; present terms and conditions and explain features and benefits
  • Represent the business unit at trade shows and industry events
  • Explain claims benefits, processes, and procedures and support claims-related customer needs

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
Benefits
  • vacation and sick compensation
  • health insurance
  • dental insurance
  • vision insurance
  • life insurance
  • long-term disability insurance
  • matching 401(k) plan
  • competitive benefits and compensation

ATS Keywords

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

Hard skills
Account Managementunderwriting guidelinesrisk evaluationpolicy pricingproposal creationpresentation skillsclaims processingcross-sellingupsellingrisk management concepts
Soft skills
customer servicerelationship buildingcommunicationproblem-solvingorganizational skills
Certifications
Accident & Health LicenseLife & Health License
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