DOXA

Account Executive

DOXA

full-time

Posted on:

Location Type: Remote

Location: Remote • Florida • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • Support the Business Unit President and be responsible for all customer service functions
  • Speak daily with customers, fielding questions and processing endorsements, invoices, and policies
  • Meet 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 consistently meet customer needs
  • Develop trusted relationships with customers and recognize gaps in coverage to increase revenue through upselling and cross-selling
  • Develop understanding of risk appetite and underwriting guidelines and evaluate and price risks
  • 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
  • Prepare new and renewal terms and conditions, create proposals and presentations, and explain claims processes
  • Continually seek educational, technical, and professional development opportunities

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
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
Account ManagementAccident & Health productsunderwriting guidelinesrisk evaluationupsellingcross-sellingpolicy administration systemsclaims processesrisk management conceptspolicy terms and conditions
Soft skills
customer servicerelationship buildingcommunicationproblem-solvingcustomer satisfactionorganizational skillspresentation skillsnegotiationmarket intelligenceeducational development
Certifications
Accident & Health licenseLife & Health license
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