Experienced Outside Sales Representative for Uline in Plano, Texas. Manage accounts, grow sales, and deliver exceptional service to business customers.
About the role
- Senior Account Executive managing Healthcare Solutions for HUB International. Responsible for renewals, market submissions, and client interactions in a hybrid work setting.
Responsibilities
- Responsible for marketing renewals for P&C lines such as Professional Liability, General Liability, Employment Practices Liability, Commercial Property, etc.
- Managing submissions pipeline to various insurance markets – communicating with carriers daily to discuss updates and set expectations
- Negotiating coverage terms, conditions, and pricing
- Working closely with other team members to gather exposure data from clients to deliver to our markets
- Working closely with other team members to set expectations with our clients regarding their renewals
- Creating coverage comparisons including terms and conditions for presentation
- Coordinating loss run delivery, loss summaries, detailed claims summaries, and loss displays for clients
- Updating Exposure Spreadsheets in Excel and on Epic as clients and carriers make policy changes throughout the term
- Serving day to day as a Senior AE contact for the client – first stop on coverage questions and higher-level inquiries
- Service and monitor accounts and disseminate account activity
- Performing certificate reviews for less senior team members
- Coordinating the policy check process
- Coordinating the policy delivery process
- Tracking quote to bind results within the group
Requirements
- 7+ years of experience in a Commercial Account Executive role with marketing own clients or in a full-time marketing role
- Property & Casualty License required
- Proficient in Microsoft Excel
- Experience creating Acord forms such as 125, 126, 127, 130, 131, and 140
- Demonstrated ability to complete oral and written client presentations, RFPs, exposure analysis, and evaluate and recommend appropriate insurance coverage for client.
- Highly organized with great attention to detail.
- Technical expertise in coverage lines
- Knowledge of EPIC is a plus
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- commissions for some positions
Job title
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