Sales Executive driving employee benefits sales for Equitable in NC & SC. Responsible for building relationships and achieving sales targets while working remotely with travel involved.
About the role
- Account Executive role at NFP managing affluent personal lines in Property & Casualty. Focused on client relations, new business development, and insurance market expertise across North America.
Responsibilities
- Interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
- Prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little supervision.
- Take on the role of lead consultant and primary point of contact for clients.
- Work on large, complex accounts with large premiums and multifaceted coverages.
- Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
- Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
- Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
- Work with the Claims Department on relevant claims for assigned clients.
- Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
- Maintain a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests.
- May direct the daily job activities of the Coordinators and Account Managers.
Requirements
- BA/BS preferred
- High School diploma or equivalent is required with additional training or education
- Typically, more than 7 years of industry and product line experience which includes servicing
- Personal Lines/PCG coverage experience required
- Familiarity with major markets, such as AIG, Chubb/ACE, and PURE
- Proficiency in Outlook, Word, and Excel
- CRM experience required
- EPIC experience is highly desired
- Property & Casualty Broker's License required upon hire
- CIC, CPCU or other P&C designation preferred
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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