SUMMARY
Acts as an agent of broker assigned accounts, including servicing and / or solicitation activities. Manages book of business and directs the work of a service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
- Responsible for renewal business and soliciting additional lines of coverage;
- Services accounts and provides claims assistance as needed;
- Completes applications, obtains quotes, negotiates premiums and commissions, prepares proposals and presentations;
- Binds coverage, prepares binders and delegates certificates;
- Reviews coverage, identifies deficiencies and determines appropriate level of coverage;
- Meets with clients as needed or directed by producer;
- Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections;
- Serves as technical expert, assisting department members to resolve complex issues;
- Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Good problem solving and time management skills
Ability to work within a team and to foster teamwork Good planning, organizational and prioritization skills Proficient in Microsoft Office Suite
Account Executive - Construction
Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections;. Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Services accounts and provides claims assistance as needed;. ...
Account Executive - Construction
Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections;. Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Services accounts and provides claims assistance as needed;. ...
Wells Fargo - Branch Operations Manager San Rafael Main (Remote - hybrid)
Wells Fargo is seeking a Branch Operations Associate Manager (LO) for our National Branch Network as part of the Consumer, Small & Business Banking division. Lead and supervise risk and the operations of teller functions to deliver exceptional customer service and colleague experience, and ensure ti...
Remote Account Executive / Sales (Work from home)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. This role is entirely remote and offers full-time/Part time hours with flexibility. Comfortable working remotely and independently. Remote position (Work from home). ...
Senior Fund Operations Analyst / Manager Fund Operations
Senior Fund Operations Analyst / Manager Fund Operations. This role offers a unique opportunity to work closely with the Director of Finance and Operations and the Finance and Operations Manager. Our client, a venture capital firm located in San Francisco, is seeking a Finance and Operations Special...
Account Executive
OUTFRONT is hiring Account Executives in multiple markets, seeking #sales, #media, #advertising experts. Account Executives are a cornerstone of our workforce. Assist in the resolution of issues related to billing and accounts. ...
Administrative Assistant - 131676
Administrative Assistant - 131676. Demonstrated extensive administrative experience in an office environment providing administrative support for faculty or executives. Administrative Assistant - 131676. Demonstrated extensive administrative experience in an office environment providing administrati...
Client Account Manager I
Great brands help turn inspiration into reality and we're looking for a self-driven Client Account Manager to help our most strategic Fashion and Apparel partners successfully grow their business through Pinterest. ...
Sales Operations Manager - Licensing Required
A company is looking for a Sales Operations Manager (Data Custodian). ...
Operations Manager
The Operations Manager is a member of the management team of the Office of Loan Programs, and is responsible for managing the daily operations of the systemwide Employee Housing Assistance Program. The Operations Manager develops and recommends the annual budget, analyzes and oversees the developmen...