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PCF Insurance
San Mateo, CA | Full Time
$100k-134k (estimate)
4 Months Ago
Pathways Home Health And Hospice
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HOA medic
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CuriOdyssey
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Nextlabs, Inc.
San Mateo, CA | Full Time
$56k-70k (estimate)
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Insurance Account Executive
PCF Insurance San Mateo, CA
$100k-134k (estimate)
Full Time 4 Months Ago
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PCF Insurance is Hiring an Insurance Account Executive Near San Mateo, CA

Andreini & Company (Part of PCF Insurance Services Network) takes time to understand our client's insurance needs to develop a customized plan that helps to control costs and maximizes coverage. Our superior, personalized customer service builds strong relationships and long-term partnerships with our clients. Job Summary:The Risk Management Account Executive will be responsible for day-to-day servicing and marketing of several of our largest clients. The Account Executive will be the primary organizer of all commercial insurance coverage placements and after-sales policy administration for these customers. The Account Executive should be able to work independently, show initiative and resolve customer issues with minimal assistance from the Manager or Producer. Duties and Responsibilities:Develop and maintain strong client relationships through regular communication and meetings.Identify and analyze clients' insurance needs and provide tailored solutions.Prepare and present insurance proposals to clients.Cross-sell and upsell insurance products to existing clients.Stay up to date with industry trends, regulations, and best practices.Collaborate with underwriters and other team members to ensure client satisfaction.Process policy changes, endorsements, and claims efficiently.Meet or exceed sales targets and revenue goals.Keep accurate records of client interactions and transactions. Qualifications:Must hold a valid CA Fire & Casualty License.Minimum of 5 (five) years recent experience in the property & casualty department of a brokerage firm. Good understanding of all Commercial Lines coverage’s and related laws, codes, regulations; all aspects of marketing process; commercial insurance rating, insurance terminology and concepts; insurance company operations and their relation to the sales/marketing process as well as policy structure and content. Ability to analyze and explain coverage on commercial insurance policies ranging from Property insurance to Management Liability coverage. Knowledge of loss sensitive options, including at a minimum large Deductibles and SIR’s along with familiarity with loss sensitive marketing. Outstanding communication, written and verbal skills, good attitude, and excellent presentation skills. Ability to work well in a team environment as well as ability to multi-task and meet deadlines. Ability to work in a complex, demanding sales and service-oriented environment. Knowledge of and high proficiency in MS Word, Excel, PowerPoint, etc. Excellent time management and outstanding organizational skills in managing emails, TAM and shared-drive files. Work accuracy.Ability to travel independently to client and carrier meetings on a regular basis as well as to industry conferences and seminars several times annually.A commitment to total client satisfaction.Bachelor’s degree with an emphasis on business or insurance preferred Compensation$85k - $120k, DOE Schedule:Full-Time (37.5 hours per week)Monday – FridayOnsite; Hybrid Benefits: MedicalDentalVisonPaid Time Off401KLife

Job Summary

JOB TYPE

Full Time

SALARY

$100k-134k (estimate)

POST DATE

01/08/2024

EXPIRATION DATE

06/27/2024

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The job skills required for Insurance Account Executive include Presentation, Time Management, Initiative, Written Communication, PowerPoint, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance Account Executive. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance Account Executive. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Insurance Account Executive positions, which can be used as a reference in future career path planning. As an Insurance Account Executive, it can be promoted into senior positions as an Account Executive, Sr. - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Account Executive. You can explore the career advancement for an Insurance Account Executive below and select your interested title to get hiring information.