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Job description
A well-established national insurance brokerage is seeking an experienced Account Executive to join their growing team.
In this role, you will manage a specialized Senior Living account book of business, providing exceptional service and strategic guidance to valued clients.
HOURS: 9 am to 5 pm
DURATION: Direct Hire
WORKPLACE: 100% remote work offered. (If the AE resides close to the office in Arizona, Colorado, or Alabama, a hybrid and in-office are also offered.)
PAY: $160,000 – $180,000 base salary + bonus!
BENEFITS:
Comprehensive benefits package offered by the agency, including medical, dental, vision, 401k, and paid time off.
DUTIES & RESPONSIBILITIES:
Assist with renewal meetings to present results to established client contacts
Participate in client meetings and lead when necessary
Understand complex financial analysis and claims data
Participate as needed in Prospect presentation meetings
Prepare renewal submissions for marketing; send and process complete renewal submissions
Analyze quotes for accuracy and prepare spreadsheet of all quotes received
Assist in data analysis to determine program structure options
Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
Submit sold business to insurance market and oversee implementation process
Review documents issued by insurance company for accuracy
Submit incorrect documents to insurance companies for revision
Assist in supervising support staff to help manage workflow
Other duties as assigned
REQUIREMENTS:
Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
5-10 years of relevant work experience required
State specific license is required
EPIC experience is required!
Knowledge of Senior Living accounts is required!
Excellent communication skills, both verbal and written
Strong multitasking & time management skills
Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
Professional in appearance and business conduct with strong customer service
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Worksite address
workfromhome, AZ, 85261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.