Account Executive

2 days ago

Dallas, United States CRC Insurance Full time

Job Description Summary

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.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.

2. Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions.

3. Select carriers to approach with accounts.

4. Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.

5. Prepare recommendations for agents showing fact information regarding best coverage information.

6. Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.

7. 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.

8. Acquire confirmations from retailers when accounts are bound.

9. Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.

10. Prepare company profiles and research analysis for client visits.

11. Provide directions and supervision to team as requested by Broker.

12. Manage incoming calls from producers and companies.

13. Maintain good working relationship with current agents and other co-workers.

14. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.

15. Perform other duties, tasks, responsibilities and projects as assigned.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. College degree or equivalent experience

2. Three years of wholesale insurance experience or its equivalent

3. Experience with specific account handling and marketing

4. Current state specific insurance license

5. Substantial knowledge of insurance and insurance processes

6. Ability to review information, make decisions, and manage time effectively with minimal to no supervision

7. Ability to plan, organize and manage multiple priorities

8. Excellent verbal, written and presentation skills

9. Ability to deal with confidential matters appropriately

10. Possess strong interpersonal skills

11. Ability to work extended hours as needed

12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

13. Ability to travel, occasionally overnight

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