Job Summary
A company is looking for an Account Executive to join their team.
Key Responsibilities
- Serve as the primary service contact for customers, handling inquiries and processing endorsements, invoices, and policies
- Build trusted relationships with customers and identify opportunities for upselling and cross-selling insurance solutions
- Support the business unit leader with reporting on new and renewal business flow and represent the unit at trade shows and industry events
Required Qualifications
- Minimum 2-3 years of insurance Account Management experience
- Experience in MGA/MGU or brokerage environments preferred
- Bachelor's Degree from an accredited institution preferred
- Licensed in or willing to obtain Accident & Health and/or Life & Health within 6 months of hire
- Familiarity with specialized retail agencies and knowledge of A&H coverage preferred
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