Insurance Portfolio Manager
3 weeks ago
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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