Wholesale Insurance Account Executive

7 days ago

Charlotte, North Carolina, United States USG Insurance Services, Inc. Full time
Job Description

Account Executive: Brokerage

Key Responsibilities:

  • Drive new and renewal business to meet production and market goals with minimal supervision
  • Negotiate terms with underwriters, including pricing, deductibles, enhancements, and exclusions
  • Select appropriate carriers for account submissions
  • Provide quotations for new business, renewals, and endorsements, managing all company correspondence efficiently
  • Handle new business processes, including transferring applications to USG, issuing binders and invoices, and verifying policy coverages
  • Manage renewal business tasks, such as locating files, preparing emails or preliminary submission information, issuing binders and invoices, and ensuring accuracy of policy coverages
  • Process cancellation and endorsement requests, including issuing binders and invoices and verifying policy coverages
  • Provide guidance and supervision to the team as requested by the Broker
  • Manage incoming calls from producers and companies
  • Foster strong working relationships with current agents and colleagues
  • Stay updated on industry trends and sales strategies through workshops, seminars, literature, and continuing education
  • Perform additional duties, tasks, and projects as assigned

Requirements:

  • 3-5 years of experience in property and casualty insurance
  • Proven experience in account management and marketing
  • Current Property & Casualty (P&C) License is mandatory
  • Ability to independently review information, make decisions, and manage time effectively with minimal supervision
  • Strong verbal, written, and presentation skills
  • Effective in sales, customer service, and team building
  • Proficient in basic computer applications, including Microsoft Office
  • Willingness to travel occasionally, including overnight trips

What We Offer:

  • Comprehensive Benefits Package including:
    • Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program
    • Medical, Dental, Vision, and Life
    • 401K Retirement Plan
    • Flexible Spending Account
    • Dependent Care
    • Tuition Reimbursement
    • Producer Savings Bonus Plan
  • A week of hands-on, in-person training to meet our corporate team
  • Access to 24/7 virtual training through USG University
  • Outstanding Company Holiday Schedule and Generous Paid Time Off Package
  • Potential for exponential growth in the company

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