Account Executive managing full - cycle sales and customer engagement for Circula's fintech platform. Collaborating with teams to drive success and improve sales processes.
IA
Hybrid Account Executive – Commercial Insurance
Posted 5 days ago
About the role
- Account Executive managing client marketing, servicing, and sales for a leading insurance brokerage. Overseeing complex accounts and driving business growth in the Southeastern US.
Responsibilities
- Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities.
- Manage a book of business, increase account retention, and resolve complex customer service problems.
- Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.
- Direct daily activities and workflow of the account team.
- Maintain high technical competence and industry expertise.
- Manage client relationships, conduct meetings, and close business.
- Manage account activities, policy administration, billing, claims, and more.
- Conduct research, gather information, prepare submissions, and bind coverage.
- Monitor reports and collect outstanding balances.
- Maintain data accuracy in agency management systems.
- Ensure timely completion of activities.
- Deliver excellent service, anticipate needs, and respond quickly to requests.
- Stay updated on company policies and procedures.
Requirements
- 5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience
- Thorough knowledge of insurance brokerage and client needs
- Experience to service and support large, complex accounts
- Required active licensing; professional designation (CIC or equivalent) preferred
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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