Associate Account Executive for Wholesale Insurance

3 weeks ago

Dallas, United States Novatae Risk Group Full time

The Assistant Account Executive will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.

Requirements:

  • Property & Casualty license is required.
  • Minimum of 2 years of previous P&C wholesale insurance experience.
  • Proficient in basic computer skills, such as Microsoft Office and agency management software.
  • Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
  • Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
  • Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
  • Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
  • Team player with a strong work ethic and positive attitude.

Qualifications:

  • Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
  • Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
  • Processes renewals following agency procedures.
  • Remarkets accounts identified for renewal marketing following agency procedures.
  • Provides quotes to existing clients for additional lines of business as needed.
  • Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures.
  • Follows agency credit and collection procedures in invoicing and pursuing prompt payments.
  • Manages cancellation processes according to agency standards, addressing both carrier and client request as received.

Equal Employment Opportunity

At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

j2RezLTlu4

  • Mortgage Wholesale Account Executive

    1 month ago

    Dallas, Texas, United States Nexera Holdings Full time

    About Nexera HoldingsNexera Holdings is a leading provider of innovative lending solutions to borrowers nationwide. With a strong foundation and a proven track record of growing wholesale channels, we are expanding our national sales team and seeking a limited number of outside Wholesale Account Executives to join our team.The OpportunityWe are looking for...

  • Senior Account Executive for Personal Lines in Wholesale Insurance

    2 weeks ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job Title: Senior Account Executive for Personal Lines in Wholesale InsuranceThe Senior Account Executive will play a crucial role in overseeing a portfolio of clients, building strong relationships, and driving client account development. This position will be based in our Dallas office.Key Responsibilities:Handle service requests and identify potential...

  • Account Executive

    3 weeks ago

    Dallas, Texas, United States American Heritage Lending Inc Full time

    Job Title: Account Executive - Wholesale MortgageWe are seeking a highly motivated and experienced Account Executive to join our team at American Heritage Lending, Inc. As an Account Executive, you will be responsible for building and maintaining strong relationships with mortgage brokers, providing exceptional customer service, and driving sales growth.Key...

  • Mortgage Wholesale Account Executive

    2 weeks ago

    Dallas, Texas, United States Nexera Holdings Full time

    About Nexera HoldingsNexera Holdings is a leading provider of innovative lending solutions, founded in 2014 and headquartered in Emeryville, CA. As a subsidiary of Apollo Global Management, we leverage our expertise to offer cutting-edge mortgage products to borrowers nationwide.The OpportunityWe are seeking a talented Wholesale Account Executive to join our...

  • Account Executive NonQM Wholesale TX

    3 weeks ago

    Dallas, Texas, United States American Heritage Lending Inc Full time

    Job Title: Account Executive NonQM Wholesale TXAmerican Heritage Lending, LLC is seeking a highly skilled Account Executive to join our team. As a key member of our Wholesale Mortgage division, you will be responsible for building and maintaining strong relationships with mortgage brokers, providing exceptional customer service, and driving sales growth.Key...

  • Senior Account Executive for Personal Lines in Wholesale Insurance

    4 days ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job DescriptionThe Senior Account Executive will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.Key...

  • Insurance Account Manager for Wholesale Business

    1 month ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job OverviewWe are seeking a skilled Account Manager to join our team at Novatae Risk Group. As a key member of our wholesale insurance team, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities for growth, and delivering exceptional service.Key ResponsibilitiesManage a portfolio of clients,...

  • Personal Lines Account Manager for Wholesale Insurance

    1 month ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job Title: Personal Lines Account Manager for Wholesale InsuranceWe are seeking a highly skilled Personal Lines Account Manager to join our team at Novatae Risk Group. As a key member of our wholesale insurance team, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities for growth, and providing...

  • Insurance Broker for Wholesale Lines

    3 weeks ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job Title: Personal Lines Inside Broker for Wholesale InsuranceWe are seeking a highly skilled and experienced Personal Lines Inside Broker for Wholesale Insurance to join our team at Novatae Risk Group.Job Summary:The successful candidate will be responsible for overseeing a portfolio of clients, building strong relationships, and developing client...

  • Insurance Account Manager

    3 weeks ago

    Dallas, Texas, United States CRC Insurance Full time

    Job Title: Insurance Account ManagerAt CRC Insurance, we are seeking an experienced Insurance Account Manager to join our team. As an Insurance Account Manager, you will be responsible for providing exceptional support to our brokers, underwriters, and team leaders regarding all policies and key accounts.Key Responsibilities:Promote new business and renewal...

  • Senior Account Executive for Personal Lines Insurance

    1 month ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job Title: Senior Account Executive for Personal Lines InsuranceWe are seeking a highly skilled Senior Account Executive to join our team at Novatae Risk Group. As a Senior Account Executive, you will be responsible for overseeing a portfolio of clients and developing strong relationships with them to drive business growth.Key Responsibilities:Manage client...

  • Insurance Broker for Wholesale Markets

    4 days ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job OpportunityWe are seeking a skilled Commercial Excess & Surplus Broker to join our team at Novatae Risk Group. As a Wholesale Insurance Brokerage Specialist, you will be responsible for overseeing the preparation of submissions, presenting accounts to insurance carriers, and marketing new and renewal business.Key Responsibilities:Prepare and submit...

  • Financial Analyst for Wholesale Insurance Company

    2 weeks ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job Title: Financial Analyst for Wholesale Insurance CompanyThe role of Financial Analyst for Wholesale Insurance Company is a unique opportunity to diversify your corporate finance skill set. As a Generalist to supplement the growing responsibility of the Divisional Finance Department, you will be responsible for a combination of Consolidation Accountant,...

  • Insurance Underwriter for Wholesale Company

    4 days ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job Title: Insurance Underwriter for Wholesale CompanyJob Summary:We are seeking an experienced Insurance Underwriter for Wholesale Company to join our team at Novatae Risk Group. As an Insurance Underwriter, you will be responsible for reviewing applications, renewals, and endorsement requests, gathering necessary information, and making decisions regarding...

  • Mortgage Account Executive

    2 weeks ago

    Dallas, Texas, United States American Heritage Lending Inc Full time

    Job Title: Wholesale Mortgage Account ExecutiveAmerican Heritage Lending, LLC is seeking a highly skilled and motivated Wholesale Mortgage Account Executive to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with mortgage brokers, providing exceptional customer service, and driving...

  • Commercial Associate Account Executive

    4 days ago

    Dallas, Texas, United States Marsh & McLennan Companies Full time

    Job Title: Commercial Associate Account ExecutiveAt Marsh & McLennan Agency, we are seeking a highly skilled Commercial Associate Account Executive to join our team. As a key member of our Client Services team, you will be responsible for managing client insurance programs, utilizing our agency management system. This role involves working with small and...

  • Personal Lines Underwriter for Wholesale Insurance

    1 month ago

    Dallas, Texas, United States Novatae Risk Group Full time

    Job Title: Personal Lines Underwriter for Wholesale InsuranceWe are seeking a highly skilled Personal Lines Underwriter to join our team at Novatae Risk Group. As a key member of our underwriting team, you will be responsible for managing a substantial book of renewal business while handling tasks associated with new and renewal accounts.Key...

  • Insurance Account Manager

    4 days ago

    Melcher-Dallas, Iowa, United States First MainStreet Insurance, L.C. Full time

    Job Title: Account ExecutiveJob Summary: We are seeking a highly skilled Account Executive to join our team at First MainStreet Insurance, L.C. The ideal candidate will have a proven track record of maintaining client relationships, generating new business opportunities, and achieving sales targets.Key Responsibilities:Communicate effectively with clients,...

  • Insurance Account Manager

    4 days ago

    Dallas, Texas, United States Brooks Cannon Insurance Group Full time

    Job Title: Insurance Account ManagerAbout the Role:We are seeking a highly skilled Insurance Account Manager to join our team at Brooks Cannon Insurance Group. As an Insurance Account Manager, you will be responsible for managing client communications, nurturing important relationships, and keeping track of policy details and documentation in a secured...

  • Insurance Account Manager

    1 week ago

    Dallas, Texas, United States Brooks Cannon Insurance Group Full time

    Job Title: Insurance Account ManagerAbout the Role:We are seeking a highly motivated and customer-focused Insurance Account Manager to join our team at Brooks Cannon Insurance Group. As an Insurance Account Manager, you will be responsible for managing client communications, nurturing important relationships, and keeping track of policy details and...