Service Sales Consultant, Telecom and Technology
NCR Atleos
Account Executive
Ryan Specialty
full-time
Posted on:
Location: Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $54,250 - $65,000 per year
Job Level
JuniorMid-Level
About the role
- Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver optimal client coverage and suggests steps for client retention.
- Supports the broker in creating market submissions and quote cover letters for agents and reviews received documents to ensure accuracy.
- Builds relationships with brokers and demonstrates understanding of brokerage operations to proactively support business needs.
- Collaborates with the broker to drive renewals and solicits new business through client referrals.
- Prepares new business strategies in collaboration with brokers, including proposals and presentations for new client opportunities.
- Evaluates and mitigates risks associated with accounts and ensures adherence to industry regulations and internal policies.
- Ensures accuracy of new and existing data in internal systems, creates accurate documentation, and performs functions as defined by the guidelines while meeting quality and service standards.
- Generates reports on performance and other defined metrics by leveraging data and insights to inform the broker on portfolio trends and delivers value that may enhance the book of business.
- Collaborates with internal teams to ensure contractual obligations are met. Resolves invoicing issues with stakeholders in Premium Accounting and communicates on notices of cancellation.
Requirements
- Minimum of 2 years of experience in the Insurance industry with a bachelor’s degree.
- Experience in ProExec insurance lines.
- Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred.
- Prescribed: Minimum requirements for state P&C and/or surplus line licenses
- Preferred: Certified Insurance Service Representative (CISR), Commercial Insurance License (CIL)
