Middle Market Account Executive

4 weeks ago


Jenks, United States ATI INSURANCE GROUP INC Full time

We have an exciting new opportunity for a Middle Market Account Executive in our Commercial Lines Department at Tedford Insurance.



GENERAL SUMMARY:
The Account Executive is responsible for managing both the relationship with the Agency's major clients and accounts as well as manage a team.
PRIMARY RESPONSIBILITIES:

  • Maintains staff by recruiting, selecting, orienting, and training employees.
  • Develops personal growth opportunities.
  • Develop, manage, mentor, and maintain relationships with employees.
  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
  • Respond to client requests for information, documents, and general insurance related inquiries.
  • Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers.
  • Prepares reports for management as required or requested.
  • Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.
KNOWLEDGE, SKILLS & ABILITIES:
  • Exceptional verbal and written communication skills.
  • Quality Management - demonstrates attention to details.
  • Outgoing, goal driven, and detail orientated.
  • Advanced organizational leadership skills required.
  • Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
  • Proficient with Microsoft Office Suite, AMS and/or related software.
  • Proficient in typing and data entry.
  • Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
  • Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.
EDUCATION, LICENSES AND EXPERIENCE:
  • High School diploma or equivalent required.
  • Must have a valid Oklahoma Property & Casualty Insurance license.
  • Industry designations such as CIC and CISR are required.
  • Minimum of 20 years of experience preferred.
  • Bachelor's degree preferred.
  • Valid Drivers License.
BENEFITS:
  • 401(k)
  • 401(k) matching
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Employee assistance program
  • Flexible spending account
  • Health savings account
  • Life insurance
  • Paid time off



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