Insurance Portfolio Manager

3 weeks ago


Dallas, Texas, United States Novatae Risk Group Full time

Job Overview:

The Assistant Account Executive at Novatae Risk Group is responsible for overseeing a portfolio of clients through relationship building and client account development. This office position is based in our Dallas branch.

Estimated Salary Range:$60,000 - $80,000 per year

Key Responsibilities:

  • Handling service requests
  • Identifying potential risk issues
  • Quoting additional coverages and policies
  • Tracking renewals

Requirements:

  • Property & Casualty license required
  • Minimum 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 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
  • Able 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

Benefits:

  • Equal Employment Opportunity workplace
  • Dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status


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