Commercial Insurance Account Executive

1 week ago


California, United States Wraith Scarlett & Randolph Full time
Position Overview:
This role entails overseeing a designated portfolio of clients while delivering exceptional service. We are open to candidates who can work on-site or in a hybrid model (1 day a week), but remote options will also be considered.

Compensation and Benefits:
Attractive salary with opportunities for quarterly bonuses.
Comprehensive medical, vision, and dental coverage for employees and their dependents at minimal cost.
Telehealth services through Teledoc Health, fully covered for employees and eligible dependents.
Life insurance and short & long-term disability coverage, entirely funded by the employer for employees.
Generous paid time off including holidays, vacation, and sick leave.
Additional paid time off for community volunteer work.
401k plan with profit-sharing options.

About Wraith Scarlett & Randolph:
WSR Insurance Services has been a prominent independent insurance agency in California since 1917, committed to delivering top-notch insurance solutions and services to our clients.

Key Responsibilities:
- Develop and nurture client relationships while managing their accounts.
- Handle client renewals efficiently.
- Focus on client retention and assist with new business opportunities as required.
- Evaluate accounts for potential coverage deficiencies.
- Report and manage new claims as necessary.
- Maintain thorough documentation of accounts using the agency's management system.
- Adhere to the agency's workflows and standards.
- Pursue continuous professional development in insurance knowledge and stay updated on industry changes.
- Provide mentorship and training to fellow employees.
- Support colleagues as needed.
- Engage in special projects and other assigned tasks.

Qualifications:
Skills and Attributes:
- Strong written and verbal communication skills.
- Ability to prioritize tasks, solve problems, and delegate effectively.
- Capability to follow through on instructions and complete tasks promptly.
- In-depth understanding of insurance guidelines and underwriting processes.
- Proficient in computer applications, particularly Microsoft Office.

Education and Experience:
- Must hold a valid California Property & Casualty Insurance License.
- A minimum of 2 years of experience in commercial insurance or equivalent knowledge and education.
- High school diploma or equivalent.

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