Account Executive, Risk Management (NYC or Remote)
Title:
Account Executive, Risk ManagementLocation:
New York City (Remote candidates may apply)SummaryTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Essential Duties And ResponsibilitiesServe as the primary expert resource and first point of contact for clients;Perform research/analysis and handle of wide variety of client questions on coverage/eligibility and government reporting compliance;Prepares endorsements per client requests;Analyze relevant client data for new and renewal business including census/experience data, contractual requirements for insurance, etc.
;Conduct market comparisons by analyzing insurance rates and renewal information;Obtain quotes and make recommendations to clients regarding coverage and exclusions;Negotiate premium and commission rates on behalf of clients for best alternatives;Provides marketing and new business development support to producers, including preparing presentations and proposals and participating in meetings with prospective clients;Conducts marketing and new business development for employee's book of business;Preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages;Assist with input and maintenance of Agency Management SystemMaintain up-to-date proposals, workflow logs, update on agency management system, manuals or other required documentation and records;Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performancCollect missing information from Producer/Account Manager Team along with loss information requests (includes follow-up with appropriate partiesDelegates office administrative work to appropriate staff and oversees said tasks;Supervisory ResponsibilitiesMay assist in supervising Assistant Account Executives and/or Administrative Assistant position(s).
Key CompetenciesAdvanced knowledge of carrier web-sites for application detail input;Full knowledge of Property Casualty lines of coverage and services;Recognize problems and respond appropriately;Able to analyze situations logically in order to draw solid conclusionsAdvanced experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;Advanced knowledge of navigating the Internet as well as various Microsoft Office programs toinclude Windows, Outlook, Word & Excel;Strong attention to detail and time management abilities;Strong ability to multi-task and assign priority;Ability to work effectively and efficiently without direct supervision;Ability to work effectively and efficiently in a team environment as well as independently;Strong interpersonal communication skills, both written and oral;Project a professional image in action and appearance;Must have high level of interpersonal skills to handle sensitive and confidential situations.
EDUCATION And/or EXPERIENCECollege degree or equivalent experience required;Five or more years' experience in mid-size brokerage or carrier;Certificates, Licenses, RegistrationsProperty and Casualty License required;Valid Driver License required.
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT And ENVIRONMENTAL CONDITIONSThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
There is no or very limited exposure to physical risk.
WHY JOIN US? 15th Largest Broker in USVoted Best Place to Work in the Insurance IndustryAwesome
Benefits:
401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience.
We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
An Equal Opportunity/Affirmative Action Employer.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Account Executive, Risk ManagementLocation:
New York City (Remote candidates may apply)SummaryTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Essential Duties And ResponsibilitiesServe as the primary expert resource and first point of contact for clients;Perform research/analysis and handle of wide variety of client questions on coverage/eligibility and government reporting compliance;Prepares endorsements per client requests;Analyze relevant client data for new and renewal business including census/experience data, contractual requirements for insurance, etc.
;Conduct market comparisons by analyzing insurance rates and renewal information;Obtain quotes and make recommendations to clients regarding coverage and exclusions;Negotiate premium and commission rates on behalf of clients for best alternatives;Provides marketing and new business development support to producers, including preparing presentations and proposals and participating in meetings with prospective clients;Conducts marketing and new business development for employee's book of business;Preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages;Assist with input and maintenance of Agency Management SystemMaintain up-to-date proposals, workflow logs, update on agency management system, manuals or other required documentation and records;Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performancCollect missing information from Producer/Account Manager Team along with loss information requests (includes follow-up with appropriate partiesDelegates office administrative work to appropriate staff and oversees said tasks;Supervisory ResponsibilitiesMay assist in supervising Assistant Account Executives and/or Administrative Assistant position(s).
Key CompetenciesAdvanced knowledge of carrier web-sites for application detail input;Full knowledge of Property Casualty lines of coverage and services;Recognize problems and respond appropriately;Able to analyze situations logically in order to draw solid conclusionsAdvanced experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;Advanced knowledge of navigating the Internet as well as various Microsoft Office programs toinclude Windows, Outlook, Word & Excel;Strong attention to detail and time management abilities;Strong ability to multi-task and assign priority;Ability to work effectively and efficiently without direct supervision;Ability to work effectively and efficiently in a team environment as well as independently;Strong interpersonal communication skills, both written and oral;Project a professional image in action and appearance;Must have high level of interpersonal skills to handle sensitive and confidential situations.
EDUCATION And/or EXPERIENCECollege degree or equivalent experience required;Five or more years' experience in mid-size brokerage or carrier;Certificates, Licenses, RegistrationsProperty and Casualty License required;Valid Driver License required.
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT And ENVIRONMENTAL CONDITIONSThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
There is no or very limited exposure to physical risk.
WHY JOIN US? 15th Largest Broker in USVoted Best Place to Work in the Insurance IndustryAwesome
Benefits:
401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience.
We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
An Equal Opportunity/Affirmative Action Employer.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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