Account Executive - Santa Ana, United States - CRC Group

Description

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.
2. Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions.
3. Select carriers to approach with accounts.
4. Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
5. Prepare recommendations for agents showing fact information regarding best coverage information.
6.

Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.

7. Process renewal business which may include locating files, preparing and mailing solicitor letters and/or
preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.
8. Acquire confirmations from retailers when accounts are bound.
9. Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.
10. Prepare company profiles and research analysis for client visits.
11. Provide directions and supervision to team as requested by Broker.
12. Manage incoming calls from producers and companies.
13. Maintain good working relationship with current agents and other co-workers.
14.

Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.

15. Perform other duties, tasks, responsibilities and projects as assigned.

QUALIFICATIONS

Required Qualifications:

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 the essential functions.
1. College degree or equivalent experience
2. Three years of wholesale insurance experience or its equivalent
3. Experience with specific account handling and marketing
4. Current state specific insurance license
5. Substantial knowledge of insurance and insurance processes
6. Ability to review information, make decisions, and manage time effectively with minimal to no supervision
7. Ability to plan, organize and manage multiple priorities
8. Excellent verbal, written and presentation skills
9. Ability to deal with confidential matters appropriately
10. Possess strong interpersonal skills
11. Ability to work extended hours as needed
12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
13. Ability to travel, occasionally overnight
The annual base salary for this position is $60, $75,000.00

General Description of Available Benefits for Eligible Employees of

Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.