Account Executive jobs at Texas Farm Bureau Insurance Companies - 370 jobs
SALES ACCOUNT EXECUTIVE
Texas Farm Bureau 4.5
Account executive job at Texas Farm Bureau Insurance Companies
Job Description
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 βVoice of Texas Agriculture.β 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.
$62k-94k yearly est. 26d ago
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Account Executive, Client Relationship -Sales
Servicelink 4.7
Plano, TX jobs
The AccountExecutive, Client Relationship is responsible to drive growth through account management and relationship building at all levels. The ideal candidate will possess strong communication and interpersonal skills to gain trust, achieve business objectives, and collaborate with all levels of management. ServiceLink, the unsurpassed leader in the mortgage industry, seeks a self-motivated, agile, and aggressive individual with a history of successful experiences in driving growth, prospecting clients, achieving sales growth and profitability by effectively selling ServiceLink's Title, Appraisal, and Flood products and/or related services. This is a great time to join ServiceLink, where empowerment emboldens entrepreneurship.
*This is a remote/Work from Home role, however, candidates must be located in the Central time zone. Preference may be given to candidates residing in the state of Texas.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
A DAY IN THE LIFE
In this role, you willβ¦
Β· Solicit Accounts and prospect for potential clients through referrals, conferences, and building new connections
Β· Maximize sales profitability, growth, and account penetration within an assigned client, territory, and/or market segment
Β· Sell ServiceLink's Title, Appraisal, and Flood products and/or related services
Β· Consistently grow market share and revenue through the acquisition and retention of client business
Β· Use consultative sales approach to create value and a long-term, mutually beneficial business relationship
WHO YOU ARE
You possess β¦
Β· Drive and ambition
Β· A passion for identifying and building client relationships to drive market share and revenue growth
Β· 3+ years of Sales experience in the financial services industry
Β· High level of outstanding interpersonal skills and excellent verbal and written communication skills
Β· Ability to travel calling on existing and prospective clients
Β· Proven multi-discipline experience in the mortgage banking industry
Responsibilities
Β· Identify business opportunities by identifying prospects and evaluating their position in the industry
Β· Cross-sell services by establishing contact and developing relationships, recommend solutions and matching them up with the appropriate internal resources
Β· Recommend and implement the development of strategies for acquiring new clients through individual and collaborative sales and marketing efforts
Β· Solicit Accounts and prospect for potential clients through referrals, conferences, and building new connections
Β· Maximize sales profitability, growth, and account penetration within tan assigned client, territory, and/or market segment
Β· Sell ServiceLink's Title, Appraisal, and Flood products and/or related services
Β· Consistently grow market share and revenue through the acquisition and retention of client business
Β· Provide report status and updates to stakeholders
Β· Attend trade shows and department meetings as required
Β· Coordinate and schedule client visits and training
Β· Recommend, implement and monitor operational standards and procedures to ensure client satisfaction
Β· Coordinate and schedule client visits and training
Β· Remain current with all title and company requirements
Β· Monitor operational workflow to foster and ensure optimum client satisfaction
Β· Perform all other duties as assigned
Qualifications
Β· Prior settlement services / lending industry sales / operational experience
Β· Bachelor's degree in business, finance or related area preferred/or equivalent work experience
Β· Excellent verbal and written communication skills
Β· Excellent organizational skills and interpersonal skills
Β· Ability to use PC and widely used software packages, e.g., spreadsheets/Excel, word processing/Word.
Β· Ability to learn new software packages as necessary
Β· Ability to travel in a defined geographic area, calling on existing and prospective clients
Β· Ability to meet deadlines, plan and coordinate multiple projects simultaneously
Β· 3+ years prior Sales experience in the financial services industry
Β· Proven multi discipline experience in the mortgage banking industry
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$53k-82k yearly est. Auto-Apply 10d ago
Account Executive, Client Relationship -Sales
Servicelink, a Black Knight Company 4.7
Plano, TX jobs
The AccountExecutive, Client Relationship is responsible to drive growth through account management and relationship building at all levels. The ideal candidate will possess strong communication and interpersonal skills to gain trust, achieve business objectives, and collaborate with all levels of management. ServiceLink, the unsurpassed leader in the mortgage industry, seeks a self-motivated, agile, and aggressive individual with a history of successful experiences in driving growth, prospecting clients, achieving sales growth and profitability by effectively selling ServiceLink's Title, Appraisal, and Flood products and/or related services. This is a great time to join ServiceLink, where empowerment emboldens entrepreneurship.
* This is a remote/Work from Home role, however, candidates must be located in the Central time zone. Preference may be given to candidates residing in the state of Texas.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
A DAY IN THE LIFE
In this role, you willβ¦
* Solicit Accounts and prospect for potential clients through referrals, conferences, and building new connections
* Maximize sales profitability, growth, and account penetration within an assigned client, territory, and/or market segment
* Sell ServiceLink's Title, Appraisal, and Flood products and/or related services
* Consistently grow market share and revenue through the acquisition and retention of client business
* Use consultative sales approach to create value and a long-term, mutually beneficial business relationship
WHO YOU ARE
You possess β¦
* Drive and ambition
* A passion for identifying and building client relationships to drive market share and revenue growth
* 3+ years of Sales experience in the financial services industry
* High level of outstanding interpersonal skills and excellent verbal and written communication skills
* Ability to travel calling on existing and prospective clients
* Proven multi-discipline experience in the mortgage banking industry
Responsibilities
* Identify business opportunities by identifying prospects and evaluating their position in the industry
* Cross-sell services by establishing contact and developing relationships, recommend solutions and matching them up with the appropriate internal resources
* Recommend and implement the development of strategies for acquiring new clients through individual and collaborative sales and marketing efforts
* Solicit Accounts and prospect for potential clients through referrals, conferences, and building new connections
* Maximize sales profitability, growth, and account penetration within tan assigned client, territory, and/or market segment
* Sell ServiceLink's Title, Appraisal, and Flood products and/or related services
* Consistently grow market share and revenue through the acquisition and retention of client business
* Provide report status and updates to stakeholders
* Attend trade shows and department meetings as required
* Coordinate and schedule client visits and training
* Recommend, implement and monitor operational standards and procedures to ensure client satisfaction
* Coordinate and schedule client visits and training
* Remain current with all title and company requirements
* Monitor operational workflow to foster and ensure optimum client satisfaction
* Perform all other duties as assigned
Qualifications
* Prior settlement services / lending industry sales / operational experience
* Bachelor's degree in business, finance or related area preferred/or equivalent work experience
* Excellent verbal and written communication skills
* Excellent organizational skills and interpersonal skills
* Ability to use PC and widely used software packages, e.g., spreadsheets/Excel, word processing/Word.
* Ability to learn new software packages as necessary
* Ability to travel in a defined geographic area, calling on existing and prospective clients
* Ability to meet deadlines, plan and coordinate multiple projects simultaneously
* 3+ years prior Sales experience in the financial services industry
* Proven multi discipline experience in the mortgage banking industry
Responsibilities Β· Identify business opportunities by identifying prospects and evaluating their position in the industry Β· Cross-sell services by establishing contact and developing relationships, recommend solutions and matching them up with the appropriate internal resources Β· Recommend and implement the development of strategies for acquiring new clients through individual and collaborative sales and marketing efforts Β· Solicit Accounts and prospect for potential clients through referrals, conferences, and building new connections Β· Maximize sales profitability, growth, and account penetration within tan assigned client, territory, and/or market segment Β· Sell ServiceLink's Title, Appraisal, and Flood products and/or related services Β· Consistently grow market share and revenue through the acquisition and retention of client business Β· Provide report status and updates to stakeholders Β· Attend trade shows and department meetings as required Β· Coordinate and schedule client visits and training Β· Recommend, implement and monitor operational standards and procedures to ensure client satisfaction Β· Coordinate and schedule client visits and training Β· Remain current with all title and company requirements Β· Monitor operational workflow to foster and ensure optimum client satisfaction Β· Perform all other duties as assigned
$53k-82k yearly est. Auto-Apply 9d ago
Account Executive, Client Relationship -Sales
Servicelink 4.7
Plano, TX jobs
The AccountExecutive, Client Relationship is responsible to drive growth through account management and relationship building at all levels. The ideal candidate will possess strong communication and interpersonal skills to gain trust, achieve business objectives, and collaborate with all levels of management. ServiceLink, the unsurpassed leader in the mortgage industry, seeks a self-motivated, agile, and aggressive individual with a history of successful experiences in driving growth, prospecting clients, achieving sales growth and profitability by effectively selling ServiceLink's Title, Appraisal, and Flood products and/or related services. This is a great time to join ServiceLink, where empowerment emboldens entrepreneurship.
*This is a remote/Work from Home role, however, candidates must be located in the Central time zone. Preference may be given to candidates residing in the state of Texas.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
A DAY IN THE LIFE
In this role, you willβ¦
Β· Solicit Accounts and prospect for potential clients through referrals, conferences, and building new connections
Β· Maximize sales profitability, growth, and account penetration within an assigned client, territory, and/or market segment
Β· Sell ServiceLink's Title, Appraisal, and Flood products and/or related services
Β· Consistently grow market share and revenue through the acquisition and retention of client business
Β· Use consultative sales approach to create value and a long-term, mutually beneficial business relationship
WHO YOU ARE
You possess β¦
Β· Drive and ambition
Β· A passion for identifying and building client relationships to drive market share and revenue growth
Β· 3+ years of Sales experience in the financial services industry
Β· High level of outstanding interpersonal skills and excellent verbal and written communication skills
Β· Ability to travel calling on existing and prospective clients
Β· Proven multi-discipline experience in the mortgage banking industry
Responsibilities
Β· Identify business opportunities by identifying prospects and evaluating their position in the industry
Β· Cross-sell services by establishing contact and developing relationships, recommend solutions and matching them up with the appropriate internal resources
Β· Recommend and implement the development of strategies for acquiring new clients through individual and collaborative sales and marketing efforts
Β· Solicit Accounts and prospect for potential clients through referrals, conferences, and building new connections
Β· Maximize sales profitability, growth, and account penetration within tan assigned client, territory, and/or market segment
Β· Sell ServiceLink's Title, Appraisal, and Flood products and/or related services
Β· Consistently grow market share and revenue through the acquisition and retention of client business
Β· Provide report status and updates to stakeholders
Β· Attend trade shows and department meetings as required
Β· Coordinate and schedule client visits and training
Β· Recommend, implement and monitor operational standards and procedures to ensure client satisfaction
Β· Coordinate and schedule client visits and training
Β· Remain current with all title and company requirements
Β· Monitor operational workflow to foster and ensure optimum client satisfaction
Β· Perform all other duties as assigned
Qualifications
Β· Prior settlement services / lending industry sales / operational experience
Β· Bachelor's degree in business, finance or related area preferred/or equivalent work experience
Β· Excellent verbal and written communication skills
Β· Excellent organizational skills and interpersonal skills
Β· Ability to use PC and widely used software packages, e.g., spreadsheets/Excel, word processing/Word.
Β· Ability to learn new software packages as necessary
Β· Ability to travel in a defined geographic area, calling on existing and prospective clients
Β· Ability to meet deadlines, plan and coordinate multiple projects simultaneously
Β· 3+ years prior Sales experience in the financial services industry
Β· Proven multi discipline experience in the mortgage banking industry
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
$89,800.00 - $148,300.00
Target Openings
1
What Is the Opportunity?
Commercial Accounts offers a wide array of guaranteed-cost products to mid-size businesses. Total account solutions include General Liability, Property, Automobile, Workers' Compensation, and Lead Umbrella. The AccountExecutive (AE), Commercial Accounts will partner with agents and brokers to provide property, general liability, commercial auto, and/or workers' compensation coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products 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.
* Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and 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 agency sales plans. Execute region/group sales plans.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Three to five years of relevant underwriting experience with experience in commercial lines.
* Knowledge of commercial lines products, the regulatory environment, and the local insurance market.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Communication skills with the ability to successfully negotiate with agents and brokers.
* CPCU designation.
What is a Must Have?
* Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance 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 *********************************************************
$89.8k-148.3k yearly 19h ago
Commercial Lines Account Executive - Real Estate & Healthcare
Higginbotham 4.5
Fort Worth, TX jobs
The Commercial Lines AccountExecutives 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
Experience managing Real Estate and Healthcare clients 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:
Candidate will be based out of the Fort Worth, TX office
Hybrid or fully remote 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
Benefits & Compensation:
Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
Company paid holidays, plus PTO
Employee Wellness Program
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.
*Applications will be accepted until the position is filled
$57k-83k yearly est. 60d+ ago
Commercial Underwriter, Account Executive
The Travelers Companies 4.4
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
$89,800.00 - $148,300.00
Target Openings
1
What Is the Opportunity?
Commercial Accounts offers a wide array of guaranteed-cost products to mid-size businesses. Total account solutions include General Liability, Property, Automobile, Workers' Compensation, and Lead Umbrella. The AccountExecutive (AE), Commercial Accounts will partner with agents and brokers to provide property, general liability, commercial auto, and/or workers' compensation coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products 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.
* Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and 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 agency sales plans. Execute region/group sales plans.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Three to five years of relevant underwriting experience with experience in commercial lines.
* Knowledge of commercial lines products, the regulatory environment, and the local insurance market.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Communication skills with the ability to successfully negotiate with agents and brokers.
* CPCU designation.
What is a Must Have?
* Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance 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 *********************************************************
$89.8k-148.3k yearly 19h ago
Commercial Underwriter, Account Executive
Travelers Insurance Company 4.4
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**
$89,800.00 - $148,300.00
**Target Openings**
1
**What Is the Opportunity?**
Commercial Accounts offers a wide array of guaranteed-cost products to mid-size businesses. Total account solutions include General Liability, Property, Automobile, Workers' Compensation, and Lead Umbrella. The AccountExecutive (AE), Commercial Accounts will partner with agents and brokers to provide property, general liability, commercial auto, and/or workers' compensation coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products 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.
+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and 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 agency sales plans. Execute region/group sales plans.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Three to five years of relevant underwriting experience with experience in commercial lines.
+ Knowledge of commercial lines products, the regulatory environment, and the local insurance market.
+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
+ Communication skills with the ability to successfully negotiate with agents and brokers.
+ CPCU designation.
**What is a Must Have?**
+ Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance 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 ******************************************************** .
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
$89,800.00 - $148,300.00
Target Openings
1
What Is the Opportunity?
Commercial Accounts offers a wide array of guaranteed-cost products to mid-size businesses. Total account solutions include General Liability, Property, Automobile, Workers' Compensation, and Lead Umbrella. The AccountExecutive (AE), Commercial Accounts will partner with agents and brokers to provide property, general liability, commercial auto, and/or workers' compensation coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products 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.
* Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and 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 agency sales plans. Execute region/group sales plans.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Three to five years of relevant underwriting experience with experience in commercial lines.
* Knowledge of commercial lines products, the regulatory environment, and the local insurance market.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Communication skills with the ability to successfully negotiate with agents and brokers.
* CPCU designation.
What is a Must Have?
* Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance 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 *********************************************************
$89.8k-148.3k yearly 19h ago
Executive Underwriter, Global Casualty
Chubb 4.3
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.
$93k-187k yearly est. Auto-Apply 60d+ ago
Strategic Account Executive
Higginbotham 4.5
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 AccountExecutive for our Webster, TX office.
The Employee Benefits Strategic AccountExecutive 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 AccountExecutive 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 βC Suiteβ 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
Benefits & Compensation:
Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
Company paid holidays, plus PTO
Employee Wellness Program
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.
*Applications will be accepted until the position is filled
$75k-123k yearly est. 60d+ ago
Strategic Account Executive
Higginbotham 4.5
Houston, 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 AccountExecutive for our Houston, TX office.
The Employee Benefits Strategic AccountExecutive 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 AccountExecutive 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 βC Suiteβ 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 Core Competencies:
Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
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
Location:
Houston, TX
Experience:
5 (+) years of previous employee group benefits experience
Licenses/Certifications:
Life and DI License
Benefits & Compensation:
Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
Company paid holidays, plus PTO
Employee Wellness Program
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.
*Applications will be accepted until the position is filled
$75k-123k yearly est. 7d ago
Sr. Commercial Account Executive
Marsh McLennan 4.9
Dallas, TX jobs
Company:Marsh McLennan AgencyDescription:
JOB TITLE: Senior Commercial AccountExecutive
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 AccountExecutive. 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 AccountExecutives 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 β¦.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 AccountExecutive experience preferred
(External) Minimum of 7-10 years of midmarket Commercial AccountExecutive experience preferred
CIC & CRM, or CPCU required
If no designation, then 10-15 years of experience as an AccountExecutive 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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$53k-78k yearly est. Auto-Apply 60d+ ago
Commercial Account Executive
Marsh McLennan 4.9
Dallas, TX jobs
Company:Marsh McLennan AgencyDescription:
JOB TITLE: Commercial AccountExecutive
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate AccountExecutive. 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:
A point of contact with the Producer
Initiate correspondence with the marketplace
Act as a 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 reasonable decisions and follow-through.
Begin to demonstrate a consultative ability to instruct and guide the client
Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. AccountExecutive, or Producer), 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 Managers 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
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
Perform Quality check and control on insurance policies in their entirety
In absence of more senior team members, provide direction and guidance to other members when appropriate
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 tasks to Account Managers, 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 Assistant Account Manager or Account Manager Job Description
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
Support the training and growth of the Account Manager, being a part of their training and development
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
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
Begin to become subject matter expert and resource in area of interest or technical capability.
REQUIREMENTS:
Licensed: Texas P&C Agent preferred
Education: Bachelor's Degree, preferred
Minimum of 5 years of midmarket Commercial Account Manager experience preferred
Completion of CIC and CRM preferred
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.
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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$53k-78k yearly est. Auto-Apply 8d ago
Account Executive - Commercial Lines
Lockton 4.5
Dallas, TX jobs
* Maintain and enhances Lockton's relationships with existing clients by executing proactive, creative, and on-going contact initiatives * Proactively understand 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
$57k-79k yearly est. 8d ago
Junior Account Manager
210 Consulting LLC 4.4
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!
$50k-75k yearly 11d ago
Business Development / Outside Sales - Commercial Insurance
Aegis Insurance & Financial Services 4.7
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.
$81k-137k yearly est. 13d ago
Junior Property and Casualty Account Manager
Integrity Marketing Group 3.7
Tyler, TX jobs
Property & Casualty Insurance Account Manager
Copeland Insurance Group
Tyler, TX
About Copeland Insurance Group
Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options to thousands of people across America. Copeland is an independent agency and a proud member of the Integrity Family of Companies.
Job Summary
We are looking to hire a dedicated and ambitious Property & Casualty Insurance Account Manager to join our team.
The role involves managing an existing group of clients and identifying networking opportunities to connect with new potential clients to understand their needs and offer suitable insurance products and policies.
Ultimately, the Property & Casualty Insurance Account Manager role is to ensure a positive experience for our clients, as well as meet the customers' needs placing them with the correct product and carrier.
Ideal candidates are those with excellent interpersonal skills, a deep understanding of property and casualty insurance policies, and the ability to work towards agency service goals.
Primary Responsibilities:
Network and build relationships with potential clients
Understand the individual needs of the clients and recommend suitable insurance policies
Complete all necessary paperwork related to insurance policies
Stay up to date with changes in insurance products, compliance and regulations
Maintain records of insurance policies sold and prospective clients
Address and resolve clients' complaints and queries promptly and professionally
Primary Skills & Requirements:
General Property & Casualty Insurance License-TEXAS preferred or willingness to obtain within the first 90 days of employment.
High School Diploma or GED
Proficient in Agency Account Management Software (Ex: Applied Epic, PL Rater)
Proficient in Microsoft Excel
Effectively manage time and have the ability to prioritize tasks and use a sense of urgency to meet strict deadlines
Strong attention to detail and accuracy
Excellent analytical and problem-solving skills
Ability to sit for long periods of time and execute extensive support to clients via phone and email correspondence
Ability to work independently and as part of a team
Benefits Available
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
$41k-55k yearly est. Auto-Apply 2d ago
Strategic Account Executive
Agentsync 4.3
Austin, TX jobs
As a Strategic AccountExecutive at AgentSync, you will play a critical role in driving growth through new logo acquisition across the world's largest Insurance Carriers, Agencies, and MGAs. You will be responsible for researching, creating, and pursuing new business opportunities, while also driving expansion revenue within a small book of existing Strategic accounts. As the CEO of your territory you will be responsible for leading the effort across 20-25 named accounts. Strategic AccountExecutives are responsible for leading a cross functional team selling motion across Marketing, Sales Development, Pre-Sales Engineering, Professional Services, Product, and the Executive team.
Sales Mission Statement
AgentSync Sales is committed to delivering value based outcomes and customer love, leaving a legacy of excellence and impact. We hold ourselves to the highest standards of accountability and curiosity while embracing team selling and a spirit of continuous learning. We celebrate our victories and find opportunities for growth in our challenges. Together, we will unite our strengths to crush our goals, catapult our careers and find joy in the journey!
What you'll do
Manage the complete sales cycle for strategic accounts across multiple insurance distribution channels, including new business acquisition, renewals, and upsell/cross-sell opportunities.
Develop a robust pipeline through comprehensive knowledge of your assigned 20-25 key accounts' current states and needs.
Develop deep understanding of customer objectives, existing business processes, challenges, opportunities, budget constraints, and desired business outcomes in relation to AgentSync solutions.
Employ consultative solution selling techniques and follow our customer engagement process (CEP) to ensure consistency throughout all phases of the sales cycle.
Participate in weekly coaching sessions with your manager and integrate feedback into your sales approach and methodologies.
Provide clear, accurate updates to internal teams regarding pipeline development, sales funnel status, forecasting, prospect requirements, and product feedback.
Collaborate with technical and implementation teams to ensure comprehensive service delivery that achieves exceptional customer outcomes.
Contribute to the development and refinement of best practices, processes, tools, and metrics that build the foundation of our world-class Sales function.
Your experience:
10+ Years B2B Enterprise SaaS experience in Senior AccountExecutive/Sales roles
2+ years successful selling complex SaaS solutions to the insurance vertical
Demonstrated top performer with a track record of meeting and exceeding annual ARR quotas of $1.5M + with average deal sizes of 500K+
Experience with C Level Sales and relationship management.
Excellent data-driven, process-driven, methodical, and consultative sales process and mechanics
Strong pipeline generation, management, and forecasting skills
Project Management skills: Able to coordinate and drive complex multi-threaded deals from start to finish
Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics, and engage meaningfully on the big picture and overall strategy
Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
Don't meet every single requirement?
At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Location:
Our ideal candidate will live within 25 miles of our office in Denver. Other states we're able to consider candidates in are CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, MO, NY, OR, PA, TN, TX, UT, VA, and WA.
(We are not hiring or able to consider candidates in New York metro, Seattle metro, or the Bay Area)
Total Compensation
The following represents AgentSync's reasonable estimate of the range of possible compensation for this role.
π° OTE $320,000 - $350,000 (Split = 50% base/ 50% variable)
βοΈ Equity in the form of stock options
Health Benefits
π₯ Medical - Cigna plans with 100% employer paid premiums on 2 plan options
π¦· Dental - 100% paid premium plan for you and your dependants
ποΈ Vision - 100% paid premium plan for you and your dependants
π Employee Assistance Plan
Financial Benefits
π¦ 401(k) retirement savings plan
π€ HSA employer contributions
Other Benefits
π΄ Flexible PTO
π 12 paid holidays per year
πΌ 12 weeks parental leave w/generous return to work stipend
Candidates: AgentSync Recruiting & Talent teams will only communicate with you ******************* email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).
We are not able to consider candidates who require a work visa now or in the future.
$87k-141k yearly est. 34d ago
Insurance Account Executive
Texas Farm Bureau 4.5
Account executive job at Texas Farm Bureau Insurance Companies
Job Description
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
Ability to pass background and credit check
Sales experience, a plus
ABOUT US
For over 75 years, Texas Farm Bureau has served as the βVoice of Texas Agriculture.β 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.
$60k-91k yearly est. 3d ago
Learn more about Texas Farm Bureau Insurance Companies jobs