Account Executive

3 weeks ago


Walnut Creek, United States PMA Companies Full time

Account Executive (TPA) – PMA Companies A role within PMA Management Corp’s Third Party Administrator, responsible for growing a profitable book of self‑insured and unbundled multi‑line claim and other insurance‑related risk service business. Primary responsibilities include serving as the main client liaison, managing a book of business with support from the Client Service Manager, driving sales goals, and developing strategic initiatives for clients, brokers, and the sales team. Responsibilities Develop and execute a sales and marketing plan that supports profitable new business and retention objectives. Build solid relationships with prospective TPA service buyers and their distributors throughout the specified territory. Generate and submit a sufficient flow of qualified new business opportunities through broker and agency visitations, direct solicitations, participation at industry events, and meeting required new business closing ratios. Manage client relationships and achieve retention and profitability objectives. Work with support staff to execute account management action plans. Guide the sales process from prospecting to closed sale, addressing client issues promptly and professionally. Demonstrate commitment to the company’s Code of Business Conduct and Ethics and apply knowledge of compliance policies, procedures, standards, and laws applicable to job responsibilities. Requirements Bachelor’s degree or equivalent work experience. Industry‑related designations such as AIC, ARM, CPCU are preferred. Minimum of 3 years of workers’ compensation and liability claims handling or TPA/claims sales experience. Knowledge of the workers’ compensation and liability TPA marketplace and a demonstrated track record of successful sales. Ability to travel as required. Compensation Base salary $90,000 to $110,000. Variable commission based on new business and renewals. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Sales and Business Development Industries Insurance #J-18808-Ljbffr



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