What are the responsibilities and job description for the Account Executive position at S.W.A.N. Insurance?
Company Description S.W.A.N. Insurance is a transportation-focused insurance broker that positions itself as a solutions and growth partner for clients in the industry. The team provides hands-on, comprehensive coverage tailored to where a client’s business is today and where it is headed. The company emphasizes building long-term relationships over one-time transactions, supporting clients through changing market conditions and operational challenges. S.W.A.N. Insurance helps customers plan for the future so they can “Sleep Well At Night,” confident in their coverage. Interested individuals are encouraged to visit the company’s website and reach out to learn more about its services and culture.
Role Description The Account Executive is a full-time, on-site role based in San Diego, CA. This role is responsible for managing and growing a portfolio of transportation insurance clients, including prospecting new business, conducting needs assessments, and preparing tailored coverage proposals. The Account Executive will maintain regular communication with clients, respond to inquiries, coordinate policy changes, and support renewals to ensure high levels of client satisfaction and retention. Daily activities include collaborating with internal underwriting and service teams, tracking sales activity, preparing presentations, and maintaining accurate records in CRM and agency management systems. The role also involves staying current on industry trends, carrier products, and regulatory requirements to provide informed guidance and identify opportunities for client growth.
Qualifications
Role Description The Account Executive is a full-time, on-site role based in San Diego, CA. This role is responsible for managing and growing a portfolio of transportation insurance clients, including prospecting new business, conducting needs assessments, and preparing tailored coverage proposals. The Account Executive will maintain regular communication with clients, respond to inquiries, coordinate policy changes, and support renewals to ensure high levels of client satisfaction and retention. Daily activities include collaborating with internal underwriting and service teams, tracking sales activity, preparing presentations, and maintaining accurate records in CRM and agency management systems. The role also involves staying current on industry trends, carrier products, and regulatory requirements to provide informed guidance and identify opportunities for client growth.
Qualifications
- Candidates should possess client relationship and account management skills, including consultative selling, follow-up, and long-term partnership building.
- Candidates should possess communication skills such as clear written and verbal communication, presentation abilities, and active listening.
- Candidates should possess organizational and administrative skills, including time management, attention to detail, and accurate record-keeping in CRM or agency systems.
- Candidates should possess analytical and problem-solving skills to assess risk, interpret coverage options, and develop appropriate client solutions.
- Candidates should possess basic insurance and transportation industry knowledge or demonstrate the ability and willingness to learn these domains quickly.
- Relevant qualifications include prior experience in insurance sales or account management, a valid insurance producer license (or ability to obtain one), and proficiency with office productivity and collaboration tools.
- Additional beneficial qualifications include a bachelor’s degree in business, finance, or a related field, experience working with transportation or logistics clients, and a track record of meeting or exceeding sales or retention goals.