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Account Executive Sales, Insurance
$102k-136k (estimate)
Full Time | Business Services 1 Week Ago
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Planet Green Search is Hiring an Account Executive Sales, Insurance Near Media, PA

Account Executive Sales, Insurance
  • Competitive Pay
  • Health and Welfare Programs Including Medical, Dental, and Vision Insurance
  • Retirement and Income Protection Programs, including a 401k plan
  • Work/Life Balance Including PTO, Holidays and Remote work opportunities
  • Career Advancement Opportunities
 

What you will be doing:

  • Sustain and enhance customer’s relationship with ECBM
  • Respond to all customer needs with accuracy, promptness, and courtesy
  • Build relationships
  • Manage and coordinate renewal process
  • Control renewal process by developing account retention and growth strategy
  • Develop service plan for each client in accordance with ECBM service standards
  • Adhere to account renewal timelines, holding necessary meetings and gathering necessary information
  • Conduct Account Review to determine risks and exposures to loss
  • Identify cross sell and account rounding opportunities
  • Prepare stewardship reports on accounts required by service standards
  • Gather renewal information and provide to Account Manager for compilation
  • Work with Account Manager to compile information in format most conducive to producing best coverage and pricing for customer
  • Work with Account Manager to determine best markets and marketing strategy for customer’s coverage and pricing
  • Aid Account Manager in negotiating best premium and coverage for customer
  • Aid Account Manager in determining best format for renewal proposal
  • Deliver renewal proposal and subsequent renewal paperwork to customer
  • Deliver policies to and review with customer
  • Provide and update Account Profile on account
  • Coordinate claim services with the claim department
  • Design and implement claim management program with each client
  • Conduct periodic loss reviews according to ECBM service standards
  • Coordinate Account Management and Claims representatives in garnering information on significant or potentially significant claims
  • Meet with customer to review losses and potential impact on long term pricing and coverage
  • Monitor open claims issues through reports generated by claims department
  • Aid claim department in resolving claim issues, as necessary
  • Provide clients with Acucomp information
  • Identify risk control issues and coordinate with clients, insurance carriers, or outside vendors to provide necessary solutions
  • Keep Accounts Receivables current
  • Collect deposit premiums due at renewal when coverage is bound
  • Work with Accounting to monitor monthly receivables
  • Aid Accounting in the collection of receivables

Experience you will need:

  • College degree preferred, but high school diploma or equivalency required
  • Professional Designation is a plus
  • Strong understanding of sales process and ability to influence others is necessary
  • Must have good communication skills, both verbal and written
  • Good listening skills are required as well as a desire to solve problems
  • Should have at least 5 years of insurance experience with good understanding of multi-line commercial insurance contract and coverages
  • Should possess an understanding of negotiation process
  • Property Casualty Agent’s License required

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$102k-136k (estimate)

POST DATE

05/22/2024

EXPIRATION DATE

07/21/2024

WEBSITE

planetgreensearch.com

HEADQUARTERS

Scottsdale, AZ

SIZE

<25

INDUSTRY

Business Services

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