Insurance Portfolio Manager
2 weeks ago
We are seeking an experienced Account Executive to join our team at Novatae Risk Group. As an Account Executive, you will be responsible for overseeing a portfolio of clients, building relationships, and developing client accounts. This is an office position in our Dallas branch.
Key Responsibilities- Manage client service needs, including endorsement requests, proofs of insurance, cancellation requests, and claim reporting.
- Interact with clients to discuss needs, assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
- Process renewals and remarket accounts for renewal marketing.
- Provide quotes to existing clients for additional lines of business.
- Process all account transactions, ensuring accuracy and timeliness.
- Follow agency credit and collection procedures for invoicing and pursuing prompt payments.
- Manage cancellation processes according to agency standards.
- Property & Casualty license is required.
- Minimum of 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 is essential.
- Skilled in developing excellent inter-personal and client relations, producing effective verbal and written communication, and active listening with strong attention to detail.
- Ability to work independently, applying knowledge and experience to achieve outstanding results.
- Team player with a strong work ethic and positive attitude.
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.", "lang_code": "en-US"}
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