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Insurance Account Executive
2 months ago
Position: Insurance Account Executive – (Hybrid)
Summary: Ignosh Insurance and Risk Management Inc is seeking a skilled Insurance Account Executive to enhance our service delivery.
Key Responsibilities:
- Oversee the daily management of an assigned portfolio, including billing, premium analysis, policy modifications, policy form reviews, providing coverage comparisons, and addressing policy inquiries.
- Address client requests for information, documentation, and general insurance queries.
- Effectively quote and secure a range of insurance products using consultative sales techniques; ensure timely and accurate binding of coverage while collaborating with underwriting for necessary documentation.
- Maintain comprehensive client records within the agency management system; ensure proper documentation and communication with all relevant parties.
- Expand the assigned portfolio through cross-selling, up-selling, and referrals.
- Fulfill licensing and continuing education obligations.
- Perform additional duties as required.
Qualifications:
- Preferred undergraduate degree; equivalent professional experience may be accepted in lieu of a degree.
- Active Property & Casualty License with prior experience in the insurance sector.
- Self-motivated and eager to learn.
- Meticulous attention to detail and a high level of accuracy in data entry.
- Strong organizational and time management skills to prioritize tasks effectively; results-oriented with the flexibility to adapt to changing priorities.
- Excellent verbal, written, and interpersonal communication skills to engage with colleagues at all levels, demonstrating tact and diplomacy.
- Collaborative team player with a commitment to working alongside all office members.
- Experience with various insurance carriers and direct interaction with their underwriters.
- Proficient in utilizing online rating software and various insurance carrier systems.
- Proficient in Microsoft Excel, Word, Teams, and Outlook.
- Bi-lingual capabilities are advantageous.
Benefits:
- Comprehensive Medical, Dental, and Vision coverage.
- Flexible work schedule.
- Paid time off and holidays.
- Flexible Spending Account (FSA).
- Opportunity to represent a diverse range of insurance products and financial services through the IIRM portfolio.
- Potential for career advancement within a growing agency.
If you possess the drive to excel in this role, we encourage you to submit your application for consideration.