Account Executive
Risk Strategies Company
full-time
Posted on:
Location Type: Hybrid
Location: Oklahoma • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Manage daily client service needs for a designated book of business.
- Participate in renewal strategy including discussion of markets to approach, claims reviews and exposure gathering.
- Manage a renewal book of business, including creation of submissions, supporting the placement process.
- Provide support in drafting loss exhibits, submissions and proposals.
- Obtain loss run or policy documentation from a carrier website as needed.
- Primary recipient of daily questions or changes from the client.
- Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking.
- Submit and manage changes to the carrier per client's request.
- Update the system of record to reflect conversations, communications and policy documentation.
Requirements
- 2+ Years of experience in a Property & Casualty brokerage environment.
- Knowledge of Property & Casualty business.
- Ability to follow process and procedures guidance.
- Analytical and problem-solving abilities.
- Ability to display tact and poise under pressure when working through issues.
- Good communication, interpersonal, and negotiation skills.
- Ability to work efficiently in teams.
- Hold Insurance licenses as required by the Company.
Benefits
- Health insurance
- 401(k) matching
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client service managementrenewal strategyclaims reviewsubmission creationloss exhibit draftingpolicy documentationcertificate issuanceinvoice managementpolicy endorsement checkingaudit checking
Soft skills
analytical abilitiesproblem-solvingcommunication skillsinterpersonal skillsnegotiation skillsteamworktactpoise under pressureprocess adherenceefficiency
Certifications
Insurance licenses