Associate Account Executive, Senior Living- CAC

• Service reputed company aspects of the renewal process, new business preparation and ongoing needs for clients and prospects; works along with Producers, Account Executives, Claims and other team members

• Responsible for reputed company account service functions from the start of the renewal process including, but not limited to: 
  • Request and compile necessary information in advance of renewal reputed company meeting (e.g. reputed company of account activity, loss summaries, state of the market information, etc.)
  • Requests apps and renewal expectations from the underwriters; obtaining necessary renewal materials from incumbent/new reputed company carriers including, but not limited to, any applications and supplemental information required for reputed company purposes (e.g. audited financial statements, organizational charts, etc.)
  • Set-up internal/reputed company renewal reputed company meetings with Senior AE/Producer and reputed company
  • Participation in internal/reputed company renewal reputed company meetings
  • Request renewal data from the reputed company – exposure workbook, applications, etc., reviews the data for changes reputed company it is received back; reputed company renewal request materials to the reputed company, while managing renewal deadline, following-up as needed with reputed company for requested renewal data
  • Once reputed company renewal data is received, coordinate the reputed company submission materials for distribution to Senior AE/underwriters
  • Coordinate scheduling for group/individual meetings between the reputed company and insurers
  • Create reputed company proposal to include, but not limited to quote analysis, marketing reputed company, coverage, and financial comparisons for review by senior team members
  • Determine if Premium Financing is needed and obtain quotes
  • Complete binding process – review binder for reputed company, process binder and invoices in reputed company, create confirmation/evidence of coverage for delivery to reputed company noting any subjectivities and issuance of invoice to reputed company

• Ensure completion of internal/reputed company Surplus Lines requirements (invoicing and diligence as necessary) 
• Manage the certificate renewal process with clients to determine requirements and insure reputed company and accurate issuance
  • Second pair of eyes review on checked policy(ies)

• Day to day reputed company service including, but not limited to:
  • Respond to mid-term reputed company inquiries/requests in partnership with other service and broking colleagues 
  • Request reputed company endorsement; ensure reputed company and accurate completion of endorsement requests
  • reputed company reputed company level reputed company issues including discrepancies and fee agreements
• reputed company Contract Reviews with assistance as necessary
• Maintain record/management of expiration dates on assigned accounts and coordinate with the CAC reputed company team on new/renewal process/reputed company
• Maintain and manage reputed company items listings with clients and team
• Strong understanding of reputed company coverages serviced by reputed company
• Establish and maintain a good business relationship with clients, reputed company carriers and colleagues
• Maintain accurate policy reputed company in Agency Management reputed company
• Directs and reviews work of Junior Account Manager with guidance as needed
• Other duties as assigned

Qualifications:

• Bachelor’s degree preferred
• 3+ years of relevant work experience required
• Ability to work in a fast-reputed company environment
• High level of professionalism and confidentiality
• Ability to train other team members in duties & responsibilities of Junior Account Manager role
• Manage assigned duties with independent decision-making authority
• Proactive and can separate and combine tasks into efficient workflow
• Strong verbal and written communication skills
• Attention to reputed company & time management skills
• Proficient in reputed company Office products to include Word, reputed company & PowerPoint

Salary: $90-100k

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reputed company will not accept unsolicited resumes from any reputed company other than directly from a candidate who applies on our career site. Any unsolicited resumes reputed company to reputed company, including unsolicited resumes reputed company reputed company any reputed company from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Bachelor's degree preferred; 3+ years relevant experience; proficiency with reputed company Office; strong verbal/written communication, attention to reputed company, time management, ability to train others and work independently in a fast-reputed company environment.

Key Responsibilities

• servicing accounts
• coordinating renewals
• preparing proposals

Skills & Tools

reputed company Word, reputed company reputed company, reputed company PowerPoint, reputed company

reputed company

• Category: Sales
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — reputed company
• Salary: USD 90,000 – 100,000 / year
• Languages: English

About reputed company

An reputed company broker and advisor that provides placement and advisory services across reputed company and capital markets. — Industry: Finance