Sales Account Executive
Account executive job at Texas Farm Bureau Insurance Companies
Insurance Sales Representative
We are seeking energetic self-starters who are interested in a rewarding insurance sales career. This role requires high achievers with a positive and professional attitude, excellent communication skills and self-discipline. This is a great opportunity for the entrepreneurial minded who want to lead and build a successful business. We offer an excellent work environment, extensive support and endless growth potential. If you think you are a great fit and want to be a part of a winning culture, then we would love to hear from you!
Additional Responsibilities and Duties
Sell Life Insurance and Property/Casualty Insurance products
Seek out leads and new clients
Discuss financial concerns and needs of individuals
Service new and existing clients
Develop your professional skills and knowledge
Requirements of Insurance Agent
4 year degree, preferred
Ability to pass background and credit check
Sales experience, a plus
ABOUT US
For over 75 years, Texas Farm Bureau has served as the “Voice of Texas Agriculture.” Through its affiliated insurance companies and authorized providers, TFB provides a wide array of benefits and services to over 400,000 members. As the largest farm organization in Texas, TFB represents the interests of agricultural producers and rural communities. Texas Farm Bureau is a strong legislative advocate for its members. These efforts include lobbying in Austin and Washington. Volunteer leader involvement is vital to the success of TFB. We employ over 720 individuals in the three companies - Texas Farm Bureau, Texas Farm Bureau Business Corporation and Texas Farm Bureau Casualty Insurance Company.
TEXAS FARM BUREAU
Texas Farm Bureau is a membership association led by elected volunteers who are agricultural producers. Members from each of the 13 statewide districts nominate a State Director to represent their respective geographic area on the Board of Directors.
TEXAS FARM BUREAU BUSINESS CORPORATION
Texas Farm Bureau Business Corporation provides administrative support services to Texas Farm Bureau and its affiliated insurance companies.
TEXAS FARM BUREAU INSURANCE COMPANIES
The Texas Farm Bureau Insurance Companies have been providing a comprehensive range of insurance products and services to members of Texas Farm Bureau since the early 1950s. Vehicle, home, farm, life and health insurance policies are sold through over 800 contracted agents in offices located statewide.
Financial Services & Insurance Sales Professional Lubbock Tx + Amarillo Tx
Lubbock, TX jobs
(Must live within the Lubbock or Amarillo, TX areas to interview)
Are you a leader who has the following traits?
Competitive
Business-Minded
Coachable
Communicative
Self-disciplined
Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
Compensation:
$60,000 average earnings - $117,300 yearly
Responsibilities:
(Must live within the Lubbock or Amarillo, TX areas to interview)
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
Qualifications:
(Must live within the Lubbock or Amarillo TX areas to interview)
Are you a leader who has the following traits?
Competitive
Business-Minded
Coachable
Communicative
Self-disciplined
Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
How we will compensate you
You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agents' Contract who met annual minimum sales production requirements was $117,359.4. Individual agent performance will determine your income.
Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link ************************************************************ income-and-benefits
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
***********************************************************
************************************************************career-paths
Awards & Accolades
A full list of our awards is available here: ***************************************************************
#WHGEN2
Compensation details: 60000-117300 Yearly Salary
PIdf445f6922c8-37***********6
Account Executive Officer/Sr. Underwriter - Commercial Surety
Austin, TX jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$109,300.00 - $180,200.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Commercial Surety team which provides surety bonds for individuals and businesses of all sizes both domestically and internationally. In the role, the Commercial Surety team member works in a fast-paced environment with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions to our agents and customers.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
+ Train and mentor less experienced underwriters.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Five to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience coaching and mentoring others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Account Executive Officer/Sr. Underwriter - Commercial Surety
Austin, TX jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$109,300.00 - $180,200.00
Target Openings
1
What Is the Opportunity?
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Commercial Surety team which provides surety bonds for individuals and businesses of all sizes both domestically and internationally. In the role, the Commercial Surety team member works in a fast-paced environment with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions to our agents and customers.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
* Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
* Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
* Train and mentor less experienced underwriters.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Five to eight years of applicable underwriting experience.
* Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
* Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
* Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
* Experience coaching and mentoring others.
What is a Must Have?
* Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
Account Executive Officer/Sr. Underwriter - Commercial Surety
Houston, TX jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$109,300.00 - $180,200.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Commercial Surety team which provides surety bonds for individuals and businesses of all sizes both domestically and internationally. In the role, the Commercial Surety team member works in a fast-paced environment with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions to our agents and customers.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
+ Train and mentor less experienced underwriters.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Five to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience coaching and mentoring others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Account Executive Officer/Sr. Underwriter - Commercial Surety
Houston, TX jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$109,300.00 - $180,200.00
Target Openings
1
What Is the Opportunity?
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Commercial Surety team which provides surety bonds for individuals and businesses of all sizes both domestically and internationally. In the role, the Commercial Surety team member works in a fast-paced environment with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions to our agents and customers.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
* Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
* Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
* Train and mentor less experienced underwriters.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Five to eight years of applicable underwriting experience.
* Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
* Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
* Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
* Experience coaching and mentoring others.
What is a Must Have?
* Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
Account Executive Officer/Sr. Underwriter - Commercial Surety
Dallas, TX jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$109,300.00 - $180,200.00
Target Openings
1
What Is the Opportunity?
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Commercial Surety team which provides surety bonds for individuals and businesses of all sizes both domestically and internationally. In the role, the Commercial Surety team member works in a fast-paced environment with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions to our agents and customers.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
* Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
* Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
* Train and mentor less experienced underwriters.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Five to eight years of applicable underwriting experience.
* Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
* Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
* Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
* Experience coaching and mentoring others.
What is a Must Have?
* Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
Account Executive Officer/Sr. Underwriter - Commercial Surety
Richardson, TX jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$109,300.00 - $180,200.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Commercial Surety team which provides surety bonds for individuals and businesses of all sizes both domestically and internationally. In the role, the Commercial Surety team member works in a fast-paced environment with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions to our agents and customers.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
+ Train and mentor less experienced underwriters.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Five to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience coaching and mentoring others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Executive Underwriter, Global Casualty
Dallas, TX jobs
Contribute to the achievement of the Chubb Global Casualty business plan. The Executive Underwriter is responsible for production, underwriting and maintenance of new and renewal domestic casualty accounts within a defined territory. In addition, the Executive Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing all Chubb Global Casualty segments and products.
Responsibilities
Evaluate, select, underwrite, price, quote and maintain new and renewal business.
Retain accounts through active participation in Chubb Stewardship process.
Adhere to Chubb standards on pricing and servicing.
Participate in product line projects as required.
Oversee & execute on various operational tasks and maintain strict adherence to File Construction, Documentation and Self-Audit endeavors.
The individual should have strategically based relationships and expertise to help navigate clients both internally and externally.
College degree in insurance, business or related fields or equivalent experience.
6+ years commercial casualty experience, and/or underwriting Fortune 1000 companies.
Superior communication, interpersonal and negotiating skills.
Superior analytical skills needed to evaluate and develop
Excellent sales and marketing skills.
Advanced computer skills preferred.
Auto-ApplyStrategic Account Executive
Webster, TX jobs
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Strategic Account Executive for our Webster, TX office.
The Employee Benefits Strategic Account Executive serves as the strategic leader or member of the client management team for the most complex benefit accounts, and is responsible for client satisfaction, strategic planning, and quality assurance.
Position Summary:
The Account Executive serves as the strategic leader or member of the client management team for the most complex benefit accounts and is responsible for client satisfaction, strategic planning, and quality assurance.
Essential Tasks:
Manage a complex book of business comprised of clients with various funding methods, advanced contract features and structures that require a higher level of expertise.
Provide strong insurance technical expertise to clients and members of the internal account management and sales teams.
Works at a strategic level to develop and retain consultative, partnership relationships with customers/ prospects.
Creates and Executes proactive and on-going contact initiatives
Develops, executes, and monitors comprehensive customer service plans that reflect the customer's business and risk management goals.
Delegate administrative client tasks to account team members.
Serve as the main point of contact for “C Suite” clients, which includes all escalated issues.
Serve as primary internal contact to coordinate all deliverables for clients.
Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues.
Oversee data preparation for all RFPs and manage the marketing/negotiation process for clients.
Assist in preparation of renewal and new business proposals.
Prepare standard and custom materials needed for client meetings including but not limited to agendas, reports, calendars, etc.
Educate, advise and be a technical expert for clients on all employee benefit topics ranging from specific insurance products to compliance topics and data analysis.
Expected to attend, and lead as needed, client meetings (occasional travel may be required).
Maintain various actuarial and data analytical reports for clients.
Consults regularly with clients to review claims experience, trends, discuss strategies
Document items in agency management system
Maintain current, sound documentation of all pertinent business-related activities and communications regarding clients' account and ensure protection and security of sensitive client data.
Other miscellaneous projects that support the overall department and team.
Non-Essential Tasks:
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed
Specific Knowledge, Skills and Abilities:
Proactive, customer service focus
Ability to work in fast-paced, team environment with minimal instructions
Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances.
Professional demeanor, sensitive to client needs, self-motivated, creative, and innovative.
Knowledge of the full range of Group Employee Benefit products - medical, dental, vision, life, disability, etc.; including applicable carrier networks, carrier administrative guidelines, and compliance requirements
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Strong communication and negotiation skills
Proficiency with internet-based programs and Microsoft Office products
Keep informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
Able to assist and mentor account management team members as needed
Location:
Webster, TX
Experience:
5 (+) years of previous employee group benefits experience
Licenses/Certifications:
Life and DI License
Perks & Benefits:
Generous employee benefits package which includes a robust wellness program
Employee Ownership Opportunities
Career progression opportunity - the potential for growth within the company
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
Commercial Lines Account Executive
Dallas, TX jobs
The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks.
Essential Tasks:
Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines
Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly
Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.), Account Managers, and Client Service Managers
Investigates, initiates and prepares necessary summaries of insurance, proposals and applications, submits them to appropriate insureds and carriers, obtains clients' signatures on all applications, follows up to ensure timely responses, either in conjunction with Producer or independently
Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
Consults, informs, and educates audit procedures to clients.
Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients, agency personnel, and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business
Involved in clients' loss control visits and subsequent recommendations and/or relevant claims
Specific Knowledge, Skills, and Abilities:
Ability and desire to work with people
Above average mathematical skills
Strong organization and time management skills required, with attention to detail
Computer skills including agency management system and Windows Office
Team player with a positive approach to co-workers, work and the agency
Highly motivated, self-starter who works independently to accomplish established agency goals
Exceptional communication skills, both verbal and written
Accountable for own actions and delivers on commitments
Commitment to continuous learning
Experience and Education:
8+ years of Commercial Property & Casualty Insurance experience required
Licensing and Credentials:
Active General Lines or Property & Casualty License required
Certified Insurance Counselor (CIC) or equivalent designation required
Systems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Location:
Dallas, TX
Hybrid opportunities available for qualified candidates
Physical Requirements:
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
Strategic Account Executive
Fort Worth, TX jobs
The Strategic Account Executive position serves as the strategic leader or member of the client management team for the most complex benefit accounts and is responsible for client satisfaction, strategic planning, and quality assurance. Strategic Account Executives are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Strategic Account Executives serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education.
Essential Tasks:
• Manages a complex book of business and accounts comprised of clients with mostly of self-funded methods, advanced contract features, and structures that require a higher level of expertise
• Provides strong insurance technical expertise to clients and members of the internal account management and sales teams
• Works at a strategic level to develop and retain consultative, partnership relationships with customers/prospects
• Creates and executes proactive and ongoing contact initiatives
• Develops, executes, and monitors comprehensive customer service plans that reflect the customer's business and risk management goals
• Delegates administrative client tasks to account team members
• Serves as the main point of contact for “C Suite” clients, which includes all escalated issues
• Serves as primary internal contact to coordinate all deliverables for clients
• Works with Internal Partners, Clients, and Carriers to ensure accurate and timely responses to all outstanding issues
• Oversees data preparation for all Requests for Proposals (RFPs) and manage the marketing/negotiation process for clients
• Assists in the preparation of renewal and new business proposals
• Prepares standard and custom materials needed for client meetings, including but not limited to agendas, reports, calendars, and other handouts
• Educates and advises as a technical expert for clients on all employee benefit topics ranging from specific insurance products to compliance topics and data analysis
• Ensures client accounts are compliant, including educating and advising clients as well as executing compliance requirements and deadlines
• Identifies and educates clients on product opportunities for new business and promotes cross-selling
• Attends and presents at local enrollments/client meetings as necessary (occasional travel may
be required)
• Maintains various actuarial and data analytical reports for clients
• Consults regularly with clients to review claims experience and trends to discuss strategies
• Documents items in the agency management system
• Maintains current, sound documentation of all pertinent business-related activities and
communications regarding clients' accounts and ensures protection and security of sensitive
client data
• Acts as a mentor for employees that are new to the employee benefits industry and assists with
training/continuing education of less senior employees
• Other miscellaneous projects that support the overall department and team
• Attends and completes any training sessions or assignments as required
• Performs other related tasks as needed
Core Competencies:
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and
implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and
engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and
priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and
supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and
stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and
outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a
dynamic work environment
Experience and Education:
• 10+ years of extensive experience within the insurance industry
• Experience with self-funded financial arrangements and general Administrative Services Only
(ASO) experience required
• Experience with a full range of group employee benefit products, including applicable carrier
networks, carrier administrative guidelines, and compliance requirements required
• Commitment to continuous learning and professional development
Licensing and Credentials:
• Active Life & Health License required
• Industry-related designations preferred
Systems:
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Physical Requirements:
• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
Sr. Commercial Account Executive
Houston, TX jobs
Company:Marsh McLennan AgencyDescription:
JOB TITLE: Senior Commercial Account Executive
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Manage the Client Insurance Program, utilizing agency management system. Generally manages larger and more complex accounts than the Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:
Acts as a main point of contact with the Producer
Initiate correspondence with the marketplace
Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program
Maintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through.
Demonstrate a strong consultative ability to instruct and direct the client
Manage upcoming deadlines and events, informing and updating the Producer, as needed.
Manage Accounts Receivables
Manage Direct Billing with respect to Cancellations
Responsible for ensuring the following are accomplished (via delegation to Account Manager or external resources):
Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
Create and complete COPE spreadsheets, as needed.
Prepare Loss Summaries
Prepare proposals for renewal terms
Issue Acord Insurance Binders for renewal terms
Initiate Premium Finance Requests are
Prepare Schedules of Insurance for delivery to client
Prepare policies for delivery to client
Process Policy Audits and Monthly Reports
Identify and resolve Accounting discrepancies
Create requests for changes to client's coverages
Process mail and phone requests on daily basis
Prepare Acord applications
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
Adhere to document retention software documentation guidelines
Manage Perform Quality check and control on insurance policies in their entirety
Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services as appropriate to meet client needs
Teamwork
Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:
Delegate and manage tasks given to the Account Manager, as well as outsourcing teams, as appropriate.
Ensure tasks from both Account Manager and outsourcing team are completed as directed
Ensure Account Manager is performing all tasks as outlined in the MMA AM Job Description
Provide direction and guidance to other members when appropriate
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Coordinate and monitor usage and quality of outsourcing teams
Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of their training and development
Build and maintain vendor relationships
Negotiate with carriers on cost and program design
Assist in plan recommendations for the client
Coordinate, Present and Attend Client Meetings including though not limited to:
Schedule/Participate in Mid-year and Renewal Meetings, including coordinating materials used in meetings (MINIMUM OF 12 visits per year with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/safety/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), with or without Producer as necessary
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
Analyze insurance quotes and make recommendations
Comprehend and interpret Insurance Contract requirements for Certificates
Communicate with insurance carriers as needed
Communicate with clients as needed
Client facing meeting as required, either in-house or offsite
Stay up to date on carrier plans and websites.
Become proficient using premium analysis software.
Utilize carrier online rating programs as necessary.
Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager
Design insurance program for client based on defined needs
Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)
Identify and address any coverage gaps with producer, carrier and client
Become subject matter expert and resource in area of interest or technical capability.
REQUIREMENTS:
Licensed: Texas P&C Agent
Education: Bachelor's Degree, preferred
(Internal) 5-7 years of Account Executive experience preferred
(External) Minimum of 7-10 years of midmarket Commercial Account Executive experience preferred
CIC & CRM, or CPCU required
If no designation, then 10-15 years of experience as an Account Executive preferred
Demonstrated ability to meet and exceed objectives through effective delegation and account management
Demonstrate ability to multi-task and prioritize work
Willingness to work to meet client needs beyond scheduled hours.
Proficient at Word, Excel, and current internet technologies.
Demonstrate proactive work style - Does not have to be asked or reminded of tasks.
Ability to learn, analyze and comprehend commercial lines of insurance.
Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.
Demonstrated experience in client facing roles, i.e., primary presenter of Client new business presentations and renewal presentations, strategy meetings, claims reviews, mid-year reviews, etc.
Ability to interact with, support, collaborate with and direct employees in a variety of subordinate, peer and superior employee roles
Ability to speak professionally and comfortably in front of others
Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekends, when necessary
Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client.
Ability to travel to meet client service needs when necessary
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:
***************************
.
Auto-ApplySr. Commercial Account Executive
Dallas, TX jobs
Company:Marsh McLennan AgencyDescription:
JOB TITLE: Senior Commercial Account Executive
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Manage the Client Insurance Program, utilizing agency management system. Generally manages larger and more complex accounts than the Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:
Acts as a main point of contact with the Producer
Initiate correspondence with the marketplace
Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program
Maintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through.
Demonstrate a strong consultative ability to instruct and direct the client
Manage upcoming deadlines and events, informing and updating the Producer, as needed.
Manage Accounts Receivables
Manage Direct Billing with respect to Cancellations
Responsible for ensuring the following are accomplished (via delegation to Account Manager or external resources):
Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
Create and complete COPE spreadsheets, as needed.
Prepare Loss Summaries
Prepare proposals for renewal terms
Issue Acord Insurance Binders for renewal terms
Initiate Premium Finance Requests are
Prepare Schedules of Insurance for delivery to client
Prepare policies for delivery to client
Process Policy Audits and Monthly Reports
Identify and resolve Accounting discrepancies
Create requests for changes to client's coverages
Process mail and phone requests on daily basis
Prepare Acord applications
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
Adhere to document retention software documentation guidelines
Manage Perform Quality check and control on insurance policies in their entirety
Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services as appropriate to meet client needs
Teamwork
Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:
Delegate and manage tasks given to the Account Manager, as well as outsourcing teams, as appropriate.
Ensure tasks from both Account Manager and outsourcing team are completed as directed
Ensure Account Manager is performing all tasks as outlined in the MMA AM Job Description
Provide direction and guidance to other members when appropriate
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Coordinate and monitor usage and quality of outsourcing teams
Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of their training and development
Build and maintain vendor relationships
Negotiate with carriers on cost and program design
Assist in plan recommendations for the client
Coordinate, Present and Attend Client Meetings including though not limited to:
Schedule/Participate in Mid-year and Renewal Meetings, including coordinating materials used in meetings (MINIMUM OF 12 visits per year with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/safety/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), with or without Producer as necessary
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
Analyze insurance quotes and make recommendations
Comprehend and interpret Insurance Contract requirements for Certificates
Communicate with insurance carriers as needed
Communicate with clients as needed
Client facing meeting as required, either in-house or offsite
Stay up to date on carrier plans and websites.
Become proficient using premium analysis software.
Utilize carrier online rating programs as necessary.
Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager
Design insurance program for client based on defined needs
Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)
Identify and address any coverage gaps with producer, carrier and client
Become subject matter expert and resource in area of interest or technical capability.
REQUIREMENTS:
Licensed: Texas P&C Agent
Education: Bachelor's Degree, preferred
(Internal) 5-7 years of Account Executive experience preferred
(External) Minimum of 7-10 years of midmarket Commercial Account Executive experience preferred
CIC & CRM, or CPCU required
If no designation, then 10-15 years of experience as an Account Executive preferred
Demonstrated ability to meet and exceed objectives through effective delegation and account management
Demonstrate ability to multi-task and prioritize work
Willingness to work to meet client needs beyond scheduled hours.
Proficient at Word, Excel, and current internet technologies.
Demonstrate proactive work style - Does not have to be asked or reminded of tasks.
Ability to learn, analyze and comprehend commercial lines of insurance.
Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.
Demonstrated experience in client facing roles, i.e., primary presenter of Client new business presentations and renewal presentations, strategy meetings, claims reviews, mid-year reviews, etc.
Ability to interact with, support, collaborate with and direct employees in a variety of subordinate, peer and superior employee roles
Ability to speak professionally and comfortably in front of others
Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekends, when necessary
Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client.
Ability to travel to meet client service needs when necessary
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:
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.
Auto-ApplyJunior Account Manager
San Antonio, TX jobs
Job DescriptionBenefits:
Opportunity for advancement
Training & development
Bonus based on performance
Junior Account Manager San Antonio, TX Ready to start a career, not just a job? Join a high-energy team where training, growth, and opportunity are unlimited. Were hiring Junior Account Managers in San Antonio, TX, to help us connect with clients, grow relationships, and develop future leaders.
Why Youll Love It
Immediate Start + Paid Training Learn hands-on from top leaders.
Career Growth Clear path to senior management and leadership roles.
Culture & Team Energy Work hard, have fun, and win together.
Earning Potential Competitive base pay + performance bonuses + commissions.
Average first-year earnings: $50,000$75,000+ based on performance.
What Youll Do
Build and manage client relationships with professionalism and care.
Conduct interactive sales presentations and develop custom solutions.
Support client retention and satisfaction.
Collaborate with your team to hit weekly and monthly goals.
Track activity and progress in Salesforce.
What Were Looking For
12 years in customer service, sales, or hospitality preferred (we train too!).
Strong communication and people skills.
Self-motivated, competitive, and ready to grow fast.
Positive, coachable, and driven to succeed.
Details
Location: San Antonio, TX (in-person only)
Schedule: Full-time, day shift, Monday through Friday
Apply Now!
Start your journey toward leadership today. Interviews are happening immediately dont miss your shot at joining one of San Antonios fastest-growing teams!
Business Development / Outside Sales - Commercial Insurance
Bellaire, TX jobs
Job Description
Business Development / Outside Sales - Commercial Insurance
Founded in 2006, Aegis Insurance & Financial Services is a Houston-based firm providing Commercial Insurance and Risk Management Services to businesses nationwide. We combine the resources of a national firm with the personalized feel of a local team, serving as trusted advisors to our clients through every major stage of their business growth.
At Aegis, we invest heavily in our people - offering top-tier health benefits, a commitment to work/life balance, and a dedicated internal training program featuring live classes, online workshops, and carrier partnerships. Our firm is recognized as a Subject Matter Expert (SME) in several industries, including Hospitality, Real Estate, and Construction.
We're expanding our Business Development Team and are looking for motivated professionals who are passionate about building relationships, growing their career, and helping businesses protect what they've built.
Position: Business Development / Outside Sales (Commercial Insurance)
What You'll Do
Prospect and generate new business within key industries: Hospitality, Real Estate, and Contractors.
Build trust-based relationships with prospects to position Aegis as their go-to risk advisor and insurance partner.
Maintain strong, long-term relationships with clients to ensure their ongoing satisfaction and protection.
Actively network through industry events, associations, and professional organizations
Track all prospecting and client interactions in our Agency Management System
What We're Looking For
You hate losing more than you love winning - and you don't get discouraged by hearing "no."
You're coachable, accountable, and eager to learn.
You have 5+ years of proven outside sales experience with a strong track record of success.
You bring consultative sales skills, exceptional organization, and strong communication and negotiation abilities.
You're detail-oriented and committed to outstanding customer service.
A Property & Casualty Insurance License is preferred (must be obtained within 30 days of start date).
Qualifications
Education: High school diploma or GED (required)
Experience: Minimum 5 years in outside sales (required)
License: Property & Casualty License (preferred)
Benefits
Health, dental, and vision insurance
Paid time off
Career development and training programs
Work Environment
In-office: Training, internal meetings, and presentation development
Out-of-office: Face-to-face prospect and client meetings, networking events
Ready to grow your career with a firm that invests in you? Apply today and join Aegis - where we help businesses protect their future while helping you build yours.
Sales Executive - Commercial Lines
Irving, TX jobs
Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Insurance Sales Producer - Commercial Lines Client Advisor
Position Overview
World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential.
Primary Responsibilities
Identify, prospect, and cultivate new business, with a focus on commercial accounts
Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
Track all sales activities in HubSpot and leverage HubSpot to its fullest potential
Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
Qualifications
Must have proven experience with a range of insurance solutions to bring value to clients
Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services)
Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business
It is meaningful, but not mandatory, if you have:
Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program;
Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and
Built and presented client “pitch decks” / presentations.
Compensation
As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range.
Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
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Sales Executive - Surety Bonds
Houston, TX jobs
Job Description
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Overview
Surety Bonds Sales / Revenue Producer - Greater Chicago Metro Area
Our Client Advisors bring risk management solutions to both businesses and individuals. Your primary focus will be on prospecting / identifying, cultivating, and closing new Surety Bonds Business leveraging our unique niche (that we look forward to sharing with you.) While your focus is leveraging our network and platform to develop Surety Bonds business, you are also empowered to help any prospective client with any of our risk management solutions.
In fact, World's investments in risk management solutions and our emphasis on empowering all of our Client Advisors to "Sell All Of World" means that there is not one prospective client that you would not be able to help. You will never have to say "no -sorry, I am unable to help you" and we financially recognize all of your efforts to generate revenue, even beyond Surety Bonds (for example, Employee Benefits, P&C, Wholesale, and even Payroll / HR outsourcing) - Imagine the potential.
Primary Responsibilities
Identify / prospect and cultivate new Surety Bonds business in an untapped territory based out of the metro area that extends as far and wide as you would like
Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
Leverage World's incredible platform to bring risk management solutions to individuals and business owners - At World, you will have access to the resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
Qualifications
Previous Surety Bonds business development / sales experience
While a Bachelor's degree or equivalent work experience is preferred, not having completed a Bachelor's degree does not stop some top sales people. If you love to sell and you are a proven producer who is comfortable pitching to diverse populations of business leaders, then lets talk - we want to hear from you.
Relevant Insurance licenses
The most important ingredients for success: If you are "humble and hungry" and enjoy the thrill of the hunt, then you will love this opportunity building and growing a new market for World. The person we hire is going to enjoy an incredible run with us.
Compensation
As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $80,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range.
Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
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Account Executive - Commercial Lines
Fort Worth, TX jobs
* Maintain and enhances Lockton's relationships with existing clients by executing proactive, creative, and on-going contact initiatives * Proactively understands the requirements and needs of a client account * Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
* Consult with clients to review investment options, bender services, fees, strategies, and goals
* Consult regularly with clients to review large claims, abnormal utilization results, and monthly claims experience
* Assist in the establishment and attainment of revenue goals for existing and new business
* Provide input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
* Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers
* Oversee issue-resolution between client and the vendor
* Coordinate market selection for new and renewal business on designated accounts
* Initiate new business report activities
* Generate new business opportunities through cross-selling
* Negotiate program terms and costs
* Assist with the coordination of day-to-day administrative activities among those servicing the client's account
* Provide information, concepts, techniques, and programs to department associates to improve and enhance working knowledge
* Mentor and train junior-level staff
* Research and understand industry trends, product development, and government regulations
* Perform other responsibilities and duties, as needed
Account Executive
Account executive job at Texas Farm Bureau Insurance Companies
Insurance Sales Representative
We are seeking energetic self-starters who are interested in a rewarding insurance sales career. This role requires high achievers with a positive and professional attitude, excellent communication skills and self-discipline. This is a great opportunity for the entrepreneurial minded who want to lead and build a successful business. We offer an excellent work environment, extensive support and endless growth potential. If you think you are a great fit and want to be a part of a winning culture, then we would love to hear from you!
Additional Responsibilities and Duties
Sell Life Insurance and Property/Casualty Insurance products
Seek out leads and new clients
Discuss financial concerns and needs of individuals
Service new and existing clients
Develop your professional skills and knowledge
Requirements of Insurance Agent
4 year degree, preferred
Ability to pass background and credit check
Sales experience, a plus
ABOUT US
For over 75 years, Texas Farm Bureau has served as the “Voice of Texas Agriculture.” Through its affiliated insurance companies and authorized providers, TFB provides a wide array of benefits and services to over 400,000 members. As the largest farm organization in Texas, TFB represents the interests of agricultural producers and rural communities. Texas Farm Bureau is a strong legislative advocate for its members. These efforts include lobbying in Austin and Washington. Volunteer leader involvement is vital to the success of TFB. We employ over 720 individuals in the three companies - Texas Farm Bureau, Texas Farm Bureau Business Corporation and Texas Farm Bureau Casualty Insurance Company.
TEXAS FARM BUREAU
Texas Farm Bureau is a membership association led by elected volunteers who are agricultural producers. Members from each of the 13 statewide districts nominate a State Director to represent their respective geographic area on the Board of Directors.
TEXAS FARM BUREAU BUSINESS CORPORATION
Texas Farm Bureau Business Corporation provides administrative support services to Texas Farm Bureau and its affiliated insurance companies.
TEXAS FARM BUREAU INSURANCE COMPANIES
The Texas Farm Bureau Insurance Companies have been providing a comprehensive range of insurance products and services to members of Texas Farm Bureau since the early 1950s. Vehicle, home, farm, life and health insurance policies are sold through over 800 contracted agents in offices located statewide.