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Account Executive

4 months ago

Walnut Creek, United States Alera Group Full time

 

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? 

 

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

 

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

At Legacy Risk, an Alera Group Company, our business continues to grow and we are seeking to add an experienced P&C Account Executive to join our Commercial Lines, the brokerage team.

 

Legacy Risk & Insurance Services, located in Walnut Creek, CA, is an insurance brokerage company offering risk management and commercial property/casualty insurance services to middle-market commercial clients in the western U.S.  We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy, and wholesale & retailers. Through our Private Client Services, we also provide specialized personal insurance solutions to affluent individuals and families.

 

 Our highly skilled Account Managers build strong professional relationships with Legacy Risk clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.


  • Adhere to all operational policies/processes to ensure client satisfaction and delivery of quality products and services to manage client expectations and meet unique client needs.
  • Set up and maintain accurate and complete client data in the client relationship management database (CRM), including documentation and management of action items and client communications according to the procedure.
  • Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to the procedure.
  • Carry out any other duties/responsibilities/projects as determined by company leaders.
  • Maintain the highest level of security and confidentiality regarding corporate and client-related information.
  • Respond to clients and account executive/producer requests in a timely, effective and professional manner.
  • Request endorsements and policy changes from the insurance company.
  • Follow up on invoicing discrepancies.
  • Handle the administrative and technical functions of an assistant if that role should need to be met on the assigned clients.
  • Collect new and renewal data on assigned accounts.
  • Identify cross-selling opportunities with current clients.
  • Stay informed of current marketing conditions and new markets.
  • Review, analyze and market applications to carriers following agency.
  • Make market recommendations to account executive/producer.
  • Negotiate with carriers to create the best combination of coverage and premium.
  • Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure client/prospects' understanding of coverage.
  • Attend training and meetings held by the agency.
  • Adhere to the agency’s attendance policy.

  • High School Diploma.
  • Minimum of 2 Years Prior Professional Experience as a Customer Service Representative, Sales, or Account Manager in a retail insurance agency.
  • Property & Casualty license.
  • CISR or CIC designations, preferred.
  • Exceptional verbal, written, and communication/people skills.
  • Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
  • Proficient in MS Office Suite.
  • Can work independently and see initiatives or issues through to completion.
  • Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.

Salary: Ranges from $120,000+, DOE

 

We value individual contributions, superior customer service, high-performance standards, and a collaborative work style.  We provide a great team environment and an opportunity for personal and professional growth. As a result, Legacy has received a number of awards including a 1st place ranking for 2018 Bay Area Best Places to Work by the San Francisco Business Times 

 

Benefits:  We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

 

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. 

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

 

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