Account Executive
Account Executive
Posted yesterday
SENIORITY
Senior
About the role
- Identify and develop insurance prospects.
- Prequalify insurance prospects for insurability and quality of risk.
- Follow agency processes and procedures on creating and maintaining complete and accurate prospect and opportunity data in agency management system.
- Maintain knowledge of carrier and wholesaler appetites and make recommendations to Account Manager during the submission process.
- Design insurance programs and recommend coverages to clients based on risk characteristics.
- Submit complete and accurate insurance applications and related submission documentation to Account Manager.
- Make sales presentations to prospective and existing clients on new and renewal business.
- Explain coverage and exclusions to clients and document explanations in agency management system.
- Educate clients on agency payment expectations and cancellation procedures
- Contact clients for collection of past due premiums, as needed.
- Develop a book of business that is profitable for both the agency and the carrier.
- Review existing accounts/policies at least annually to round out accounts and address any changes in exposure
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
