Account Executive managing sales for Grata, leading private market data platform. Handling complex sales processes with Private Equity firms and C - Suite level decision makers while working hybrid in Frankfurt.
About the role
- Assistant Account Executive processing policy changes and providing support for insurance account management. Engaging with clients, Account Executives, and supporting documentation needs while maintaining records.
Responsibilities
- Processing policy change requests from Account Executives as well as directly from customers
- Providing reports for processing new business and/or remarketing of accounts
- Providing Account Executives with quotes on existing or new accounts as needed
- Providing documentation to mortgage companies and lenders on behalf of clients
- Issuing binders, insurance identification cards, evidence, and certificates of insurance as requested by Account Executives
- Assisting Account Executives with preparing annual review proposals or summaries of insurance
Requirements
- 4 year college degree or equivalent work experience
- Minimum of 2 years experience in a related position
- NJ State Property & Casualty Insurance license
- Excellent organizational skills and strong attention to detail
- Ability to manage multiple responsibilities in a deadline driven environment
- Proven ability to work independently and collaboratively with a team
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office Suite
- Proficiency with Applied/TAM or EPIC agency management system
- Knowledge of multiple insurance carrier services
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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