Position Overview The Account Executive II is responsible for assisting the producer / broker in executing growth and profit initiatives by providing exemplary support services and developing / maintaining positive business relationships with retailers, carriers and co-workers.
This would be an office position in the San Antonio area.
This role works within the entertainment / amusement space! Primary Responsibilities :
- Solicit renewal information on accounts
- Endorsement processing
- Request information, as needed, to prepare thorough submissions for marketing in accordance with company policies and procedures
- Rate new business and renewal submissions within assigned authority or in the direction of the Underwriter
- Review carrier quotations for accuracy and send them to agents for consideration
- Follow-up with retailers as needed to ensure the bind
- Process new business, renewals, endorsements and cancellations including requests to bind coverage, requesting supporting documents from retail agent and / or carrier, preparing invoices, requesting inspections, and corresponding with retail agent and / or carrier as needed
- Review policies, endorsements, and other account activity for accuracy
- Processes affidavit filings as required and directed
- Understand and adhere to state tax requirements
- Maintain a good working knowledge of the insurance industry through continuing education, self-study, and seminar attendance Requirements :
- Property & Casualty license is required.
- Minimum of 2 years of previous P&C insurance experience.
- Proficient in basic computer skills, such as Microsoft Office and agency management software.
- Knowledge of wholesale / commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
- Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
- Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
- Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
- Team player with a strong work ethic and positive attitude.
- Equal Employment Opportunity At Novatae, we celebrate and support our differences.
- We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish.
- Novatae is honored to be an equal opportunity workplace.
- We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.
- In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-HZ1 Powered by JazzHR