Commercial Lines Insurance Account Executive - Senior Living Risks
A well-established national insurance brokerage with offices in Arizona, Colorado, and Alabama is seeking an experienced Account Executive to join their growing team. In this role, you will manage a specialized Senior Living account book of business, providing exceptional service and strategic guidance to valued clients.
HOURS: 9 am to 5 pm
DURATION: Direct Hire
WORKPLACE: 100% REMOTE but must reside in the United States
PAY: $110,000 – $130,000 base salary + bonus!
BENEFITS: Comprehensive benefits package offered by the agency, including medical, dental, vision, 401k, and paid time off
Duties & Responsibilities:
- Assist with renewal meetings to present results to established client contacts
- Participate in client meetings and lead when necessary
- Understand complex financial analysis and claims data
- Participate as needed in Prospect presentation meetings
- Prepare renewal submissions for marketing; send and process complete renewal submissions
- Analyze quotes for accuracy and prepare spreadsheet of all quotes received
- Assist in data analysis to determine program structure options
- Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
- Submit sold business to insurance market and oversee implementation process
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
- Assist in supervising support staff to help manage workflow
- Other duties as assigned
REQUIREMENTS:
- Bachelor’s Degree
- 5-10 years of relevant and recent work experience as an Account Executive working with Senior Living Facility risks
- Active P&C Licenses
- Strong Applied EPIC proficiency
- Strong knowledge of Senior Living accounts
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
- Professional in appearance and business conduct with strong customer service skills