Account Executive managing client marketing, servicing, and sales for a leading insurance brokerage. Overseeing complex accounts and driving business growth in the Southeastern US.
Responsibilities
Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities.
Manage a book of business, increase account retention, and resolve complex customer service problems.
Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.
Direct daily activities and workflow of the account team.
Maintain high technical competence and industry expertise.
Manage client relationships, conduct meetings, and close business.
Manage account activities, policy administration, billing, claims, and more.
Conduct research, gather information, prepare submissions, and bind coverage.
Monitor reports and collect outstanding balances.
Maintain data accuracy in agency management systems.
Ensure timely completion of activities.
Deliver excellent service, anticipate needs, and respond quickly to requests.
Stay updated on company policies and procedures.
Requirements
5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience
Thorough knowledge of insurance brokerage and client needs
Experience to service and support large, complex accounts
Required active licensing; professional designation (CIC or equivalent) preferred
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
Benefits
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
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