Account Executive

4 weeks ago

Newport Beach, California, United States Alera Group Full time
Account Executive - Commercial Lines

Orion Risk Management, an Alera Group Company, is seeking a highly skilled and experienced Account Executive to join their Property & Casualty team.

As a key member of our team, you will be responsible for serving as the day-to-day expert on a book of business and the point of contact for clients.

Key Responsibilities:
  • Adhere to all operational policies and procedures to ensure client satisfaction and delivery of quality products and services.
  • Set up and maintain accurate and complete client data in the client relationship management database (CRM), including documentation and management of action items and client communications.
  • Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records.
  • Carry out any other duties/responsibilities/projects as determined by company leaders.
  • Maintain the highest level of security and confidentiality regarding corporate and client-related information.
  • Respond to clients and account executive/producer requests in a timely, effective, and professional manner.
  • Request endorsements and policy changes from the insurance company.
  • Follow up on invoicing discrepancies.
  • Handle the administrative and technical functions of an assistant if that role should need to be met on the assigned clients.
  • Collect new and renewal data on assigned accounts.
  • Identify cross-selling opportunities with current clients.
  • Stay informed of current marketing conditions and new markets.
  • Review, analyze, and market applications to carriers following agency.
  • Make market recommendations to account executive/producer.
  • Negotiate with carriers to create the best combination of coverage and premium.
  • Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure client/prospects' understanding of coverage.
  • Attend training and meetings held by the agency.
  • Adhere to the agency's attendance policy.
  • Attend and pass CIC courses to obtain the CIC designation in a reasonable time frame.
  • Bachelor's Degree, preferred.
  • Property & Casualty license.
  • CISR or CIC designations, preferred.
  • Exceptional verbal, written, and communication/people skills.
  • Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
  • Proficient in MS Office Suite.
  • Can work independently and see initiatives or issues through to completion.

We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Annual Salary: $135K-$155K

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