A well-established national insurance brokerage 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 work offered. (If the AE resides close to the office in Arizona, Colorado, or Alabama, a hybrid and in-office are also offered.)
PAY: $160,000 – $180,000 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 required; substantial work experience may be considered in lieu of degree
- 5-10 years of relevant work experience required
- State specific license is required
- EPIC experience is required!
- Knowledge of Senior Living accounts is required!
- 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