CRC Insurance Services

Placing You First.

Account Executive

Account ExecutiveSalesFull TimeRemoteTeam 1,001-5,000Since 1982H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

1 day ago

Salary

Not specified

Bachelor Degree3 yrs expEnglish

Job Description

• Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. • Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business. • Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision. • Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions. • Select carriers to approach with accounts. • Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner. • Prepare recommendations for agents showing fact information regarding best coverage information. • Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines. • Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines. • Acquire confirmations from retailers when accounts are bound. • Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines. • Prepare company profiles and research analysis for client visits. • Provide directions and supervision to team as requested by Broker. • Manage incoming calls from producers and companies. • Maintain good working relationship with current agents and other co-workers. • Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education. • Perform other duties, tasks, responsibilities and projects as assigned.

Job Requirements

  • College degree or equivalent experience
  • Three years of wholesale insurance experience or its equivalent
  • Experience with specific account handling and marketing
  • Current state specific insurance license
  • Substantial knowledge of insurance and insurance processes
  • Ability to review information, make decisions, and manage time effectively with minimal to no supervision
  • Ability to plan, organize and manage multiple priorities
  • Excellent verbal, written and presentation skills
  • Ability to deal with confidential matters appropriately
  • Possess strong interpersonal skills
  • Ability to work extended hours as needed
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel, occasionally overnight

Benefits

  • medical, dental, vision, life, disability, and AD&D insurance
  • tax-advantaged savings accounts
  • 401(k) plan with company match
  • generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more

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