An insurance agency is seeking an Account Executive Associate to take ownership of customer interactions while
educating and counseling policyholders so they can make informed insurance choices.
Skills and Requirements
- Communicate with clients to gain an understanding of their needs/preferences and provide guidance accordingly.
- Explain insurance concepts to clients.
- Gather underwriting info to create a risk profile.
- Create and submit applications to appropriate carriers/underwriters.
- Endeavor to obtain competitive quotes by identifying all available credits and correctly classifying risk
- Review quotes and forms to ensure that terms are as required.
- Create insurance proposals.
- 1+ years of general work experience is preferred.
Answering TelephonesArticulate ClearlyAttention to DetailCase NotesDependableEfficientFriendlyMulti TaskingOrganizedPrioritizingProfessionalismTeam PlayerTime ManagementVerbal CommunicationWritten Communication
Administrative SkillsClient RelationsClient ServicesComplianceCustomer ServiceDetermine Coverage and PremiumsInvoicingKey Account DevelopmentProperty and Casualty InsuranceTech Savvy