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Senior Account Executive for Personal Lines in Wholesale Insurance

1 month ago

Dallas, Texas, United States Novatae Risk Group Full time
Job Title: Senior Account Executive for Personal Lines in Wholesale Insurance

The Senior Account Executive will play a crucial role in overseeing a portfolio of clients, building strong relationships, and driving client account development. This position will be based in our Dallas office.

Key Responsibilities:

  • Handle service requests and identify potential risk issues.
  • Quote additional coverages and policies, and track renewals.
  • Manage client service needs, including endorsement requests and cancellation requests.
  • Interact with clients to discuss needs and assure satisfaction.
  • Process renewals and remarket accounts for renewal marketing.
  • Provide quotes to existing clients for additional lines of business.
  • Manage account transactions and follow agency credit and collection procedures.

Requirements:

  • Property & Casualty license is required.
  • Minimum of 2 years of previous personal lines in wholesale insurance experience.
  • Proficient in basic computer skills, such as Microsoft Office and agency management software.
  • Knowledge of personal 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 and apply knowledge and experience to achieve outstanding results.
  • Team player with a strong work ethic and positive attitude.

Equal Employment Opportunity:

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.