Insurance Account Executive Resume Samples
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Insurance Account Executive Resume Samples
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MW
M Walker
Miracle
Walker
8648 Zulauf Meadow
Boston
MA
+1 (555) 153 7459
8648 Zulauf Meadow
Boston
MA
Phone
p
+1 (555) 153 7459
Experience
Experience
Los Angeles, CA
Insurance Account Executive
Los Angeles, CA
Mueller-Considine
Los Angeles, CA
Insurance Account Executive
- Establish and manage a sales pipeline of potential clients
- Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines
- Provide realistic plans and forecasts on customer performance
- Evidence of effectively prioritising risks to manage concurrent workflow
- Develop and maintain relationships with key people involved in insurance process at the account
- Eligible to work in the UK
- Proactive in lead management and follow up
Phoenix, AZ
Insurance Commercial Lines Account Executive
Phoenix, AZ
Homenick-Torphy
Phoenix, AZ
Insurance Commercial Lines Account Executive
- Assist with obtaining reports and meeting with clients regarding claims, risk management, and safety; to be done monthly or quarterly, as necessary
- Facilitate seminars, educational materials, training, and group meetings as requested, in cooperation with Account Manager
- Liaise between client and carrier and between client and P&C agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed
- Become proficient in the P&C system, specifically log activities to document client meetings, carrier follow-up, service issues, establish follow-up date(s), and daily manage follow-up in the P&C system. Also, understand how P&C staff uses the system to know where to look for information to assist clients
- Provide administrative support on other tasks as they arise, such as assigned special projects, development of new ideas/services and other projects, as requested
- Competent with the various resources and tools designed to provide client/prospect solutions for risk mitigation, total cost of risk identifier, etc
- Control and coordinate the implementation process of new business and renewals, including renewal meetings, on boarding, and delivery of administrative resource materials
present
Philadelphia, PA
Insurance Employee Benefits Account Executive
Philadelphia, PA
Bernier, Hoppe and Mosciski
present
Philadelphia, PA
Insurance Employee Benefits Account Executive
present
- Provide administrative support on other tasks such as assigned special projects, development of new ideas/services and other projects, as requested
- Work with clients to develop short and long term benefit strategies and annual service plans
- Assist producer with achieving new business and retention goals. Seek new lines of coverage for current and new clients and act on cross-sell opportunities
- Assist with obtaining reports and meet with clients regarding fully insured and self-funded claim reports, monthly or quarterly, as necessary
- Liaise between client and carrier and between client and EB agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed
- Make proactive, regularly scheduled courtesy service calls to assigned accounts
- Facilitate, in cooperation with Account Manager,” lunch ‘n learns” and health fairs, as requested
Education
Education
Bachelor’s Degree in Professionalism
Bachelor’s Degree in Professionalism
Liberty University
Bachelor’s Degree in Professionalism
Skills
Skills
- Strong basic insurance knowledge (AAI, INS, CIC, CPCU or some equivalent)
- Highly motivated with a strong work ethic; able to work independently and with minimal supervision
- Ability to build strong working relationships at all levels including internal and external stakeholders
- Excellent time management and organizational skills and the ability to handle pressure
- Previous demonstrable experience in an Account Executive, comfortable working to targets
- Detail oriented with strong analytical, problem solving, and negotiation skills
- Strong understanding of professional and industry standards and practices
- Solid technical ability to identify, create and present data critical to risk management consultation
- Able to quickly grasp and interpret salient information to maximise growth opportunities
- Good attitude and drive to win the client
11 Insurance Account Executive resume templates
Read our complete resume writing guides
1
Insurance General Account Sales Executive Resume Examples & Samples
- Create and execute a sales strategy for North America Insurance market
- Take a proactive role in business development and the delivery of pitches at prospect sales meetings by leveraging extensive insurance experience. Take the lead sales process such as strategy & sales pitch development and RFP responses
- Liaise with various internal departments to ensure client receives optimal service in all respects. Ensure client issues are resolved with minimum impact to the client/the business. This will often involve working cross functionally across a number of departments such as legal, compliance, risk, product areas and attaining “buy in” from the business to meet the clients’ needs
- If needed, provide insight to the Portfolio Managers on specific goals for the portfolio and into the clients risk considerations and focus
- Be a resource during the onboarding of a new insurance client relationship. Co-ordinate all aspects of account opening/closing both with clients and internally
- Provide insight and content for the preparation of Franklin Templeton’s Insurance Asset Management business thought leadership
- This position will be filled in either San Mateo, CA or New York, NY.**
- 7+ years of insurance-related experience with a preferable involvement in the GA investment activities for a majority of that time and/or the overall insurance sales efforts
- Advanced understanding of the key sales, business and investment considerations for insurance company general account clients across the insurance industry
- Advanced understanding of fixed income markets and the insurance portfolio management process
- Sales Management
- Investment Management and ALM
- Regulatory Experience
- The Advisor will need extensive insurance business experience, preferably working closely with the general account portfolio (CFO, CIO, Treasury office)
- The Advisor also needs to have a business development orientation and collaborative approach to work with Insurance Marketing, the Insurance Investment Strategist, and the individual portfolio management teams
- Develop a collaborative working relationship with the broader institutional sales team, investment strategist, and the wider portfolio management resources
- Excellent communication skills; Prepare & lead client sales meetings, calls, & other communications regarding client portfolio investments
2
BW Insurance Account Executive Resume Examples & Samples
- Builds and maintains a strong sales pipeline through a variety of sources including an organized Agency direct solicitation program, cold calls, referrals, target marketing leads, community events, affiliations, and other contacts
- Creates, coordinates, and professionally delivers insurance proposals to new and existing clients
- Manages the retention of existing business and proactively cross sells appropriate insurance products to round out accounts and increase agency profitability
- Responsible for completing insurance applications and interacting with insurance underwriters to market and place business
- Negotiates the sale with clients and collects necessary deposits or payments. Arranges for binders, certificates and other necessary policy documentation
- Establishes payment arrangements with clients for each new/renewal commercial account according to Agency guidelines. Collects premiums as required. Establishes a servicing procedure when necessary for designated accounts
- Records all activities in the Agency management system for record keeping purposes
- Bachelor’s Degree in Business, Marketing or related preferred
- Required license(s) or certifications Licensable in all lines of insurance
- 3 years of property & casualty insurance product sales
- Good working knowledge of all lines of insurance
- Good working knowledge of industry and regulations
- Strong interpersonal, sales, and negotiation skills
- Strong PC skills helpful
3
Insurance Account Executive Resume Examples & Samples
- Assist client in their insurance needs, find answers to questions and resolve problems working either by phone, in person, or by e-mail
- Create and maintain computer files and suspense for follow up
- Assist in explaining and collecting overdue premiums/fees
- Prepare and calculate premiums, invoicing, commissions and other accounting related functions
- Assist in collection of delinquent accounts
4
Insurance Employee Benefits Account Executive Resume Examples & Samples
- Manage the renewal marketing process, coordinating with producer to develop proposals and recommendations. Negotiate renewal with carrier. Deliver recommendations to clients as needed, or accompany producer in making presentations
- Control and coordinate the implementation process of new business and renewals, including group meetings, enrollment, submission, and deliver of administrative materials
- Build and maintain relationships with key client contacts
- Assist with obtaining reports and meet with clients regarding fully insured and self-funded claim reports, monthly or quarterly, as necessary
- Maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes and market trends. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients, as opportunities occur
- Prepare, with assistance of producer and EB agency staff, Stewardship Report for appropriate clients, annually
- Ensure clients are up-to-date on compliance requirements (e.g. ERISA, HIPAA, COBRA, FMLA, SPDs, Form 5500s) through meetings, webinars, legislative updates and other resources
- Liaise between client and carrier and between client and EB agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed
- Make proactive, regularly scheduled courtesy service calls to assigned accounts
- Facilitate, in cooperation with Account Manager,” lunch ‘n learns” and health fairs, as requested
- Present and assist clients to implement wellness solutions, as necessary
- Provide administrative support on other tasks as they arise, such as assigned special projects, development of new ideas/services and other projects, as requested
- Become proficient in the EB system, specifically log activities to document client meetings, carrier follow up, service issues, establish follow-up date and daily manage follow-up in EB system. Also, understand how EB staff uses the EB system to know where to look for information to assist clients
- Bachelor's degree or equivalent experience and related training
- Five years of relevant experience
- Must have state-issued agent's license
- Strong knowledge of EB practices and ability to manage multiple concurrent projects with shifting priorities
- Ability to communicate complex rules to clients and employees to achieve understanding and facilitate decision making
- Comprehensive knowledge and training on the requirements of Health Care Reform
- Proficient in both fully funded and alternative funded (self funded) programs
- Competent with the various calculators and tools designed for health care reform compliance decision assistance
- Comprehensive knowledge of compliance requirements (e.g. ERISA, HIPPA, COBRA, FMLA, SPDs, Form 5500s)
- Comprehensive knowledge of employee benefits plan documents
- Knowledge of BB&T Insurance Services' management systems, BenefitPoint and Zwave
- Hold insurance designation (e.g. RHU, REBC or some equivalent)
5
Account Executive, Personal & Group Insurance Resume Examples & Samples
- Working and networking with the regional commercial branch colleagues to identify and develop new group opportunities and increase penetration levels on existing groups insurance programs
- Developing group presentations for prospective groups; assisting with presentations to prospective clients and provide professional resource support
- Liaising regularly with the Commercial Account Executives responsible for the group and advise them of the status of group development and/or arrange meetings to introduce this benefit the client
- Completing the required group documentation as outlined (Group Profile, Group Marketing Plan, Group Set Up Form) to ensure proper distribution to all interested parties
- Working with group carriers to place selected groups and monitoring the development of existing groups
- Upon acceptance of a group plan, developing and implementing an effective marketing plan for the group
- Preparing an updated marketing plan for each group on the anniversary date and works collaboratively to the group owner to implement the plan
- Assisting in the education of branch staff relative to the sales and service requirements for group development
- Preparing group marketing material and ensuring its availability for group development
- May provide support for related functions in other offices within the Prairie Region
- Minimum of 5 or more years of insurance and/or industry experience
- Proven business development, marketing and sales experience
- Ability to work collaboratively as a key member a team and independently with minimum supervision
- Strong organization skills and the ability to prioritize under pressure of competing deadlines; and
6
Insurance Account Executive Resume Examples & Samples
- Commercial Insurance Qualification Ideally the CIP
- Organised with a strong work ethic
- Previous experience as an Insurance Account Executive
- Excellent at building relationships
- Reliable and flexible
- Excellent in bound Sales experience minimum 2 years
- Attention to detail meeting compliance requirements
- Efficient client and follow up skills
- Good attitude and drive to win the client
- Insurance experience
- Dealing with in bound enquires
- Converting enquires into sales
- Managing a sales pipeline of enquires and visiting all portfolio clients
- Working on obtaining insurance premiums and offering clients solutions to all their Insurance needs
- Building strong relationships and managing those
- Meeting Sales Targets
7
Account Executive & Broker Credit Insurance Services Resume Examples & Samples
- Identifies specific client risk exposure and develops and presents innovative coverage solutions in support of existing/new business growth
- Establishes account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure
- Develop and manage client relationships in order to increase penetration sales and cultivate new business opportunities
- Develops and delivers insurance and industry-related presentations / seminars to clients and prospect audiences
- Establishes and maintains advisory relationship with existing clients in order to consult on pertinent business issues and provide appropriate solutions
- Develops and manages the client reporting and stewardship process to ensure client needs are communicated and expectations are met
- Analyzes client specific risk exposure and details coverage requirements. Prepares and presents marketing proposals for renewals and new business
- Negotiates with underwriters to establish best terms and conditions with respect to premiums and coverage
- Follows up with insurer to confirm terms of negotiated contract are met
- Approves documentation for new contracts, policy changes, additions, deletions and renewals
- Establishes contacts and cultivates relationships within the underwriting community in an effort to achieve the best rates and coverage for Aon clients
- Develops coverage strategy and marketing initiatives for renewal and prospective business
- Reviews and approves applicable insurance documentation prepared by the Associate Account Manager/Broker
- Provides guidance, training and mentoring to assist in the development of Associate Account Manager/Broker within the department
- Minimum 3-5 years experience as a broker/underwriter/banker with credit insurance exposure
- Solid understanding of coverages and settlement practices
- Knowledge of Aon portfolio of available client services and products
- Must have established contacts and relationships within the underwriting community
- Knowledge of credit insurance policies and products
- Superb presentation and interpersonal skills
- French language capabilities, preferred
8
Insurance Employee Benefits Account Executive Resume Examples & Samples
- Assure review of existing plans/coverages is completed for new clients
- Liaise between client and carrier and between client and Employee Benefits agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed
- Facilitate, in cooperation with Account Manager, “lunch ‘n learns” and health fairs, as requested
- Provide administrative support on other tasks such as assigned special projects, development of new ideas/services and other projects, as requested
- Become proficient in the EB system, specifically log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in EB system. Also, understand how EB staff uses the EB system to know where to look for information to assist clients
- State-issued agent's license
- Provide leadership to the team
- Comprehensive knowledge and training on the requirements of health care reform
- Proficient in both fully-funded and alternative-funded (self-funded) programs
- Possess sales and relationship skills and must be able to sell the renewal to the client
- Comprehensive knowledge of Employee Benefit Plan Documents
9
Business Insurance Account Executive Resume Examples & Samples
- Develop and maintain relationships with key people involved in insurance process at the account
- Responsible for service needs of the customer
- Strong basic insurance knowledge (AAI, INS, CIC, CPCU or some equivalent)
10
Surety Insurance Account Executive Resume Examples & Samples
- Cross-sell and upgrade coverages on existing book of business
- Responsible for accounts receivable on renewal business or new business written by the account manager
- Good analytical skills for identifying customers coverage needs
11
Account Executive, Insurance Client Resume Examples & Samples
- Assist with planning and execution of event marketing programs
- Manage on-site staff including: Emcee and Brand Ambassadors
- Update and maintain status reports, administrative documents, competitive reports, etc
- Prepare pre-event documents/communications
- Create recap documents for all events and assist in providing year-end wrap-up reports
- Participate in weekly calls with client, partners and internal staff
- Procurement of Event Liability Insurance, Certificates of Insurance and other required permits
- Develop creative and innovative ways to improve the messaging of the mobile marketing units
- Willingness to assist overall account activate at events throughout the year
- Ability and flexibility for extensive travel including weekends and holidays
12
Insurance Commercial Lines Account Executive Resume Examples & Samples
- Assist producer with achieving new business and retention goals. Seek new lines of coverage for current and new clients and act on cross-sell opportunities
- Ensure review of existing plans/coverages is completed for new clients
- Control and coordinate the implementation process of new business and renewals, including renewal meetings, on boarding, and delivery of administrative resource materials
- Assist with obtaining reports and meeting with clients regarding claims, risk management, and safety; to be done monthly or quarterly, as necessary
- Prepare annually, the Stewardship Report for appropriate clients, with assistance of producer and P&C agency staff
- Ensure clients are up-to-date on compliance requirements and industry changes through meetings, webinars, legislative updates and other resources
- Liaise between client and carrier and between client and P&C agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed
- Facilitate seminars, educational materials, training, and group meetings as requested, in cooperation with Account Manager
- Become proficient in the P&C system, specifically log activities to document client meetings, carrier follow-up, service issues, establish follow-up date(s), and daily manage follow-up in the P&C system. Also, understand how P&C staff uses the system to know where to look for information to assist clients
- State-issued agent’s license
- Strong knowledge of Property and Casualty practices, and ability to manage multiple concurrent projects with shifting priorities
- Ability to communicate complex rules to clients and associates to achieve understanding and facilitate decision making
- Comprehensive knowledge and training on Alternative Risk Programs, such as Captives, Large Deductibles, and Self Insured plans
- Competent with the various resources and tools designed to provide client/prospect solutions for risk mitigation, total cost of risk identifier, etc
- Comprehensive knowledge of Property and Casualty insurance plans, markets, and carriers
- Superb written and verbal interpersonal skills
- Strong communication and organizational skills
- Knowledge of BB&T Insurance Services’ management systems, Sagitta/SurePath
- Hold insurance designation (Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM))
13
Insurance Senior Account Executive Resume Examples & Samples
- Conduct daily and annual employee education including new hire and open enrollment meetings
- Obtain information to market new and renewal group employee benefits business to our carriers, review proposals and complete benefit and rate comparisons for an assigned group of clients
- Attend review meetings ensuring claims and billing issues are addressed and resolved
- Provide assistance to employers regarding enrollment procedures and coverage/benefit changes for new benefit period
- Detail oriented with strong analytical, problem solving, and negotiation skills
- Ability to prioritize and work collaboratively as a key member of a client team
14
Senior Account Executive Financial Services & Insurance Chicago Resume Examples & Samples
- Uses thought leadership (e.g. disruptive trends in the financial services and insurance vertical) to establish advisory relationships with key business and IT executives at prospects and clients
- Determines the sales approach and works with both influencers and decision makers in the business and IT divisions of prospects and clients to establish strategic agreements
- Repeatedly meets monthly and quarterly revenue commitments
- Implements strategic account plans and works with internal teams to deliver Axway’s vision and promise to prospects and clients
- Collaborates with the Axway marketing team to develop programs for technical or vertical solutions based upon client and market feedback
- Works with existing clients to further develop their communities and provide new prospect introductions
- Develops summits and forums to bring Axway and customer executives together to discuss future collaborations
- Coordinates activities with strategic partners to further establish Axway’s penetration in the financial services and insurance vertical
- Safeguard Axway and Axway customer data through compliance with Axway policies and the appropriate use of Axway equipment and facilities
- Previous direct sales experience in the financial services and insurance vertical
- Established network of contacts within the financial services and insurance vertical
- Strong understanding of how the financial services and insurance industry works
- Solution sales approach is essential – the ability to articulate the value of solution and understand the client’s business issues is very important
- Hunter mentality
- Minimum of 7 years direct sales experience in the financial services and insurance vertical
- Experience with B2B software in the back and middle office
- An understanding and demonstrated aptitude in managing and leveraging relationships to secure technical, business, and executive alignment in prospects
- Extensive latitude for independent judgment and the ability to travel and work without supervision on highly complex projects
15
Insurance Account Executive Resume Examples & Samples
- We love our education, but if you’re shy a degree – come show us what ya got!
- Must have your P&C license – no exceptions
- You are ridiculously organized – almost OCD and need medication
- If we didn’t mention it before, you should be goal oriented – you know, you see a goal and obsess about knocking the ball out of the park
- You’ll report to our talented Guaranteed Rate Division Manager – he knows his stuff so you’ll learn more than you can imagine
16
Senior Account Executive, Insurance Resume Examples & Samples
- The Account Executive’s primary responsibilities include prospecting, qualifying, selling and closing new business to existing and net new customers. The Account Executive brings a Point of View to the Customer engagement; uses all resources to solve customer problems with appropriate SAP products
- Account and Customer Relationship Management, Sales and Software License and Cloud Subscription Revenue
- Annual Revenue - Achieve / exceed quota targets
- Sales strategies - Develops effective and specific account plans to ensure revenue target delivery and sustainable growth. Develop relationships in new and existing customers and leverage to drive strategy through organization
- Trusted advisor - Establishes strong relationships based on knowledge of customer requirements and commitment to value (value of counsel and expertise, value of solutions, value of implementation expertise). Builds a foundation on which to harvest future business opportunities and accurate account information and coaching
- Customer Acumen - Actively understand each customer’s technology footprint, strategic growth plans, technology strategy and competitive landscape. Review public information (e.g. new executive appointments, earnings statements, press releases) for the company and its competitors to remain updated on key industry trends and issues impacting the prospect
- Territory and Account Leadership - Lead designated territory, including accounts, account relationships, prospect profiling, and sales cycles. Encourage all accounts to become SAP references
- Business Planning – Develop and deliver comprehensive business plan to address customer and prospects priorities and pain points. Utilize VE, benchmarking and ROI data to support the customer’s decision process
- Demand Generation, Pipeline and Opportunity Management
- Pipeline planning - Follow a disciplined approach to maintaining a rolling pipeline. Keep pipeline current and moving up the pipeline curve
- Pipeline partnerships – Leverage support organizations including Marketing, Inside sales, Partners and channels to funnel pipeline into the assigned territory
- Leverage SAP Solutions – Be proficient in and bring all SAP offers to bear on sales pursuits including Industry Solutions, LOB solutions (CRM, SCM, HCM, SRM et. al) and technology solutions (Business Analytics, Mobility, Database and Technology, et. al)
- Advance and close sales opportunities - through the successful execution of the sales strategy and roadmap
- Support all SAP promotions and events in the territory
- Sales Excellence
- Sell value
- Maintain White Space analysis and execution of initiatives (up sell and cross sell) on customer base
- Orchestrate resources: deploy appropriate teams to execute winning sales. Create OneSAP
- Utilize best practice sales models
- Understand SAP’s competition and effectively position solutions against them
- Maintain CRM system with accurate customer and pipeline information
- Leading a (Virtual) Account Team
- Demonstrates leadership skills in the orchestration of remote teams
- Ensure account teams and Partners are well versed in each account’s strategy and well positioned for all customer touch points and events. Maximize the value of all sales support organizations
- 10+ years of experience in sales of complex business software / IT solutions
- Proven track record in business application software sales
- Experience in lead role of a team-selling environment
- Demonstrated success with large transactions and lengthy sales campaigns in a fast-paced, consultative and competitive market
- Business level English: Fluent
- Local language: Fluent, Business Level
- Bachelor equivalent
17
Insurance Commercial Lines Account Executive Resume Examples & Samples
- Liaise between client and carrier, and between client and P&C agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed
- Provide administrative support on other tasks as they arise, such as assigned special projects, development of new ideas, services and other projects, as requested
- Eight years of relevant experience
- Strong knowledge of Property and Casualty industry, and ability to manage multiple concurrent projects with shifting priorities
- Comprehensive knowledge and training on the requirements of Alternative Risk Programs, such as Captives, Large Deductibles, and Self Insured plans
- Possess sales and relationship skills, and must be able to sell the renewal to the client
- Competent with the resources and tools designed to provide client/prospect solutions for risk mitigation, total cost of risk identifiers, etc
- Comprehensive knowledge of Property & Casualty Insurance plans, markets and carriers
- Demonstrated proficiency in basic computer applications such as Microsoft Office products
18
Insurance Account Executive Resume Examples & Samples
- Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision
- Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions
- Select carriers to approach with accounts
- Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner
- Prepare recommendations for agents showing fact information regarding best coverage information
- Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines
- Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines
- Acquire confirmations from retailers when accounts are bound
- Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines
- Prepare company profiles and research analysis for client visits
- Provide directions and supervision to team as requested by Broker
- Manage incoming calls from producers and companies
- Maintain good working relationship with current agents and other co-workers
- Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education
- Perform other duties, tasks, responsibilities and projects as assigned
- Substantial knowledge of insurance and insurance processes
- Ability to review information, make decisions, and manage time effectively with minimal to no supervision
- Ability to plan, organize and manage multiple priorities
- Excellent verbal, written and presentation skills
- Ability to deal with confidential matters appropriately
- Possess strong interpersonal skills
- Working knowledge of Microsoft Office software
- College degree with a concentration in business or equivalent work experience
- Minimum three to five years wholesale insurance experience or its equivalent
- Experience with specific account handling and marketing
- Current state specific insurance license required
19
Private Clients Insurance Account Executive Resume Examples & Samples
- Manage client relationships and grow the book along with existing accounts, providing the most appropriate insurance and risk management solutions
- Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines
- Ensure client information and sales plans are kept up to date
- Establish and manage a sales pipeline of potential clients
- Proactively seek out commercial opportunities and partnerships
- Promote and sell additional applications and services to clients
- Investigate and discover new sources of profitable business for the Operating Division and Group as a whole, including cross-selling
- Work closely with Account Handlers and Brokers to negotiate terms and conditions of placements
- Deal with internal and external queries from colleagues or underwriters
- Comply with AJG Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited to Managing Client information, Whistle Blowing, Treating Customers Fairly
- Previous demonstrable experience in an Account Executive, comfortable working to targets
- Proven track record in driving new business sales
- Proven rapport-building experience with internal/external stakeholders
- Able to identify potential problems and seek advice/consultation when required
- Proactive in lead management and follow up
- Deals with ambiguity
- Self-motivated and motivates others to achieve
- Continually builds and sustains a network managing relationships
20
High Net Worth Insurance Account Executive Resume Examples & Samples
- Manage client/prospect/introducer relationships and grow the book/existing accounts, providing the most appropriate insurance and risk management solutions
- Negotiate with insurers to obtain terms for clients that accurately and effectively match customer requirements
- Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines
- Ensure client information and sales plans are kept up to date
- Provide realistic plans and forecasts on customer performance
- Establish and manage a sales pipeline of potential clients
- Analyse and interpret sales data to identify unexpected patterns and trends
- Build up a sales pipeline of business opportunities that will ensure sales targets are met
- Proactively seek out commercial opportunities and partnerships
- Promote and sell additional applications and services to clients
- Investigate and discover new sources of profitable business for the Operating Division and Group as a whole, including cross-selling
- Work closely with Account Handlers and Brokers to negotiate terms and conditions of placements
- Deal with internal and external queries from colleagues or underwriters
- Ensure that premiums are paid in accordance with credit control requirements
- Comply with AJG Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited to Managing Client information, Whistle Blowing, Treating Customers Fairly
- Previous demonstrable experience in an Account Executive, comfortable working to targets
- Tactical negotiation and influencing experience with internal/external stakeholders
- Proven rapport-building experience with internal/external stakeholders
- Evidence of effectively prioritising risks to manage concurrent workflow
- Able to identify potential problems and seek advice/consultation when required
- Robust knowledge of client market and insurance industry network
- Able to quickly grasp and interpret salient information to maximise growth opportunities
- Persistent and tenacious in achieving results
- Proactive in lead management and follow up
- Authentic communication skills for varying audience
- Excellent planning and analytical skills
- Deals with ambiguity
- Comfortable and credible at decision-maker level
- Self-motivated and motivates others to achieve
- Continually builds and sustains a network managing relationships
- Cert CII/ Dip CII (Chartered Insurance Institute qualifications) desirable
- Educated to A-Level or equivalent is desirable
- Good knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
21
Insurance Account / Development Executive Resume Examples & Samples
- Generate new business by identifying, building, nurturing and maintaining relationships with prospects including continued relationship management of clients resulting in year on year income generation against targets
- Assist in the overall delivery of the unit’s new business target by delivering an annual minimum retained income
- Generate opportunities to provide insurance solutions to prospects that can be measured by the number and mix of cold, warm and hot prospects in conjunction with consistent year on year new income generation
- Proactive use of Company systems and records to enable accurate recording of activity re pipeline of prospective clients
- Identify cross referral opportunities and introduce clients to internal product colleagues
- Through effective research and analysis of prospect’s insurance arrangements and requirements, effectively deliver end to end process to add value to the client relationship
- Regular contact and marketing using various mediums, i.e. meetings, letter/post, email, telephone and other functionality within Company systems and records (e.g. Sales Force)
- Identify and develop new prospects through the proactive use of the trade press, attendance of external seminars and networking events
- Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/ FIT desirable
- Technical Knowledge
- Good knowledge of general insurance products, services, and good understanding of underlying legal principles and practices relating to risk within own role capacity
- Business acumen of sales management experience gained in a commercial setting
- Good knowledge of client market and insurance industry network
- Proven track record of delivering against targets within a regulated, measurable framework
- Experience of dealing with lead generation and pipe-line building methods
- Rapport-building experience
- Excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively
- Ability to identify potential risks/issues and seek advice/consultation when required
- Ability to adapt to changing demands and priorities
- Good organisational skills for forward
- Self-motivated to achieving targets planning
- Results driven mind-set
- Manages change and ambiguity
- Takes initiative for seeking opportunities
- High level of empathy and engagement to gain trust
- Highest degree of ethics and integrity in client focus
- MS Office proficiency
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UK & Ireland Account Executive Applications Services Insurance Sector Resume Examples & Samples
- Position Dell Domain-led, Application and BPO service offerings at appropriate levels with customer contacts in CXO, business, IT and vendor management functions
- Collaborate with Insurance practice and delivery teams to identify trends and develop propositions
- Execute effective negotiation and closing techniques to secure good quality margin business
- Proven, specific experience of selling IT solutions within the Insurance sector
- Experience and understanding of the Insurance vertical
- Excellent verbal and written communication skills. These include enhanced influencing, presentation and professional sales skills
- Knowledge and experience of selling within Northern Europe
- Ability to exceed customer expectations and consistently maintain high customer satisfaction
- Self-motivation to individually generate new business
- Experience of a global delivery model
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Insurance Employee Benefits Account Executive Resume Examples & Samples
- Travels as needed to meet with clients, and provides assistance in the production of new accounts when required
- Serve as an overseer for communication and service with clients; identify and coordinate appropriate internal value added resources on a client to client basis
- Develops and maintains positive relationships with insurance company underwriters and representatives to effectively oversee the new and renewal business marketing process
- Coordinates the efforts of the service team and CRT to service clients efficiently
- Prepare spreadsheets and other complex charts as needed or required
- Effectively communicate all aspects of the Affordable Care Act (PPACA)
- Accountability to RIG client workflow expectations
- Excellent verbal, written, presentation, and interpersonal skills to interact with carriers and associates at all levels of responsibility
- Customer service focused, with a high degree of professionalism
- Proficient in Microsoft Excel, PowerPoint, and Outlook
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Business Insurance Account Executive Resume Examples & Samples
- You are a licensed P&C agent in CA and have a strong knowledge of Property, General Liability, Workers Comp, D&O, EPL, and E&O coverages
- You have proven sales experience with small and medium sized accounts (companies with 2-200 employees, $0 - $50M in revenues)
- In addition to writing 5-10 policies per week, you are able to multi task, prioritize, and manage other projects
- Running point on other internal initiatives with our Sales/Ops, Carrier Operations, and Support teams, and outside vendors excites rather than overwhelms you
- You possess the ability to thrive in a fast paced environment -- heavy email and call volume doesn’t scare you
- You are a compelling writer who crafts grammatically impeccable emails
- You're self-sufficient. Hate being babysat? Well, we hate babysitting
- You're a master of the email inbox and consistently achieve "inbox zero."
- Major props if you have prior experience with agency management systems (Applied Tam, Applied EPIC, or Vertafore/AMS 360), Salesforce, and Carrier Portals (used for quoting, downloading policies and endorsements, etc.)
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Account Executive Lead-commercial Insurance Resume Examples & Samples
- Manages overall client relationship to maintain high account retention rate
- Solicits new accounts to conduct direct selling and cold calling
- Responsible for renewal process on existing business
- Evaluates assigned client coverage portfolio to implement cross selling opportunities and solicitation of additional lines of coverage
- Services accounts and provides claims assistance as needed
- Analyzes exposure base to identify program deficiencies and develop proper marketing strategies
- Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations
- Binds coverage, prepares binders and delegates certificates
- Reviews coverage and determines appropriate level of coverage
- Meets with clients as needed or directed by producer
- Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections
- Serves as technical expert, assisting department members to resolve complex issues
- Provides mentoring and coaching to departmental staff in concert with Unit Manager
- Creates motivational action plans for personnel development in conjunction with defined performance goals created by Unit Manager
- Supplements Unit Managers oversight in compliance with Corporate procedural guidelines
- Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date
- 10+ years related work experience
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Account Executive, Insurance Services Resume Examples & Samples
- Cross Selling: Generate and respond to requests for new business and cross selling lines of coverage in existing book of business
- Broker Coordination: Assist broker partners in growth and solution awareness
- Internal Distribution: Assist internal distribution channels in sales and education
- Responsible for client implementations, ongoing account management support, attend and assist with client meetings, annual benefit fairs, and ongoing communication needs
- Review agreements, policies, schedules, and prepare contract comparisons and financial analysis
- Maintain electronic files on all insurance clients’ lines of coverages
- May have responsibility for presenting and selling insurance services employee benefit portfolio through internal and external distribution channels or on a direct basis to Vizient membership
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Group Insurance Premier Account Executive Resume Examples & Samples
- Demonstrated success in servicing medium/large accounts in the Group Insurance and/or managed care industry
- 3 – 6 years of relevant experience
- The ability to develop and group relationships, maintaining a solid retention rate with medium and large accounts
- A track record of achievement servicing and working with the consultants and/or brokerage community is desirable
- Ability to obtain state Group Life and Health Insurance license within 30 days of hire
- Solid knowledge of Prudential’s Group Insurance products and services
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Senior Account Executive Insurance Resume Examples & Samples
- Sells software, solutions and services to current and prospective customers; works with other sales personnel to position and leverage sales opportunities to acquire, grow and retain customers within assigned territory
- Fulfills wide range of requests for information from prospective customers. Qualifies level of opportunity and type of account
- Prospects within a territory or account to uncover business needs
- Implements aspects of territory and account management and development; identifies accounts with high "close" potential, qualifies, and forecast time frames to close business
- Works closely with account managers and executives to facilitate timely response to highly qualified, high revenue potential leads
- Prepares standard quotations and proposal information as needed; works with other departments to create and finalize contracts and set time schedules for services
- Follows up with customers to track satisfaction levels and to discover additional revenue opportunities
- Develops a basic understanding of company pricing and licensing procedures
- Performs other duties, as assigned
- Previous sales experience in a similar role with networks within the Insurance industry
- Proven sales track record in selling software solutions
- Knowledge of advanced strategic sales techniques; knowledge of hardware and/or software acquisition cycles and buying influences
- Advanced knowledge of industry software and hardware terminology and concepts; knowledge of SAS solutions and services preferred
- Excellent written and verbal communication skills, strategic selling skills, skills in analyzing and evaluating territory dynamics to develop and implement a sales plan
- Ability to initiate and lead projects; ability to work effectively in a team environment; ability to relate technical and business concepts to SAS applications and user needs; ability to work independently and as part of a team; ability to travel on a frequent basis
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Insurance Account Executive Resume Examples & Samples
- Manage client/prospect/introducer relationships and grow the book/existing accounts, providing the most appropriate insurance and risk management solutions
- Negotiate with insurers to obtain terms for clients that accurately and effectively match customer requirements
- Provide realistic plans and forecasts on customer performance
- Analyse and interpret sales data to identify unexpected patterns and trends
- Build up a sales pipeline of business opportunities that will ensure sales targets are met
- Work closely with Internal Underwriting and Insurers to negotiate terms and conditions of placements
- Deal with internal and external queries from colleagues / underwriters / Insurers
- Ensure that premiums are paid in accordance with credit control requirements
- Cert CII/ Dip CII (Chartered Insurance Institute qualifications) desirable
- Educated to A-Level or equivalent is desirable
- Good knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
- Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers
- Tactical negotiation and influencing experience with internal/external stakeholders
- Robust knowledge of client market and insurance industry network
- Able to quickly grasp and interpret salient information to maximise growth opportunities
- Persistent and tenacious in achieving results
- Eligible to work in the UK
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Account Executive Insurance Resume Examples & Samples
- 7-10 years of experience in direct sales of complex buiness software/ IT solutions, preferably insurance cny's or banks
- Experience in lead role of a team selling environment
- Proven track record in business application software direct sales
- Exceptional contractual and negotiation skills
- Bachelor equivalent: yes
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Insurance Account Executive Resume Examples & Samples
- Attend claims reviews ensuring claims issues are addressed and resolved
- Monitor expiration lists and receivables, ensuring financials are within established goals and timelines while overseeing all clients assigned to the team
- Conduct employee meetings
- Establish and maintain client electronic files
- Developed public speaking and presentation skills
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Insurance Sales Account Executive Resume Examples & Samples
- Phone prospecting with company provided warm leads (outbound calls - 30 -50 per day)
- Phone prospecting with company provided warm transfers (inbound calls)
- Interact with prospects to build rapport, gather information and input into rating systems to generate quotes
- Present quotes to prospects, consult on coverage needs, conduct `one call close- process and document results/follow ups needed into system
- Incorporate a variety of sales techniques into phone communications with the ability to multi-task and handle competing priorities in a fast paced environment
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Commercial Insurance Account Executive Resume Examples & Samples
- Maintains 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
- Consults with Clients to review investment options, bender services, fees, strategies and goals
- Consults with regularly Clients to review large claims, abnormal utilization results, and monthly claims experience
- Reviews and issues profitability assists on all “fee-at-risk” proposals
- Assists in the establishment and attainment of revenue goals for existing and new business
- Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
- Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
- Oversees issue-resolution between Client and the Vendor
- Coordinates market selection for new and renewal business on designated accounts
- Initiates and duplicates new business report activities
- Generates new business opportunities through cross-selling
- Negotiates program terms and costs
- May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services such as claims and loss control
- Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge
- Researches and understands industry trends, product development government regulations
- Performs other responsibilities and duties as needed
- 7 plus years of commercial insurance client service experience
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Understands industry trends and governmental regulations
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
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Group Insurance Premier Account Executive Resume Examples & Samples
- Responsible for strategic management of assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business and to strengthen relationships
- Coordinating enrollment, sales and support services for assigned accounts (1,000 - 4,999 lives)
- Collaborate with internal functional partners to successfully implement new business, address service inquires, and provide consultative support
- Demonstrated success in servicing multiple medium to large financial/insurance accounts
- Three (3) plus years of relevant experience
- Demonstrated ability to successfully partner with consultants, brokerage firms and/or third party administrators
- Excellent written/verbal communication and presentation skills
- Active Group Life and Health Insurance license or obtained within 30 days of hire
- Minimum of 30% travel required
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Insurance Account Executive Resume Examples & Samples
- Support Senior Client Executives with portfolio management
- Administration of new policies, renewals and endorsements
- Acquire and maintain an awareness of the client’s business and insurance needs
- Timely and accurate processing of invoices, policy accounting information, quotations, premium calculations, policy wording, certificates of currency and all other documentations
- Liaising with clients, underwriters and claims managers
- Develop and maintain a basic technical understanding of relevant classes of insurance and specialist services which the company offers to its clients
- Fresh graduates or candidates who have max. 2 years experience as Relationship Manager in Banking or as Account Executive in Insurance and/or Insurance Broking industry
- Holds a bachelor’s degree from any fields from overseas university and well known top national university
- Experience within a busy administration role within an office environment
- Intermediate level competency using Microsoft Office (Word, Excel, Outlook and Powerpoint)
- Ability to build strong working relationships at all levels including internal and external stakeholders
- Ambitious and motivations to grow within the business
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Insurance Account Executive Resume Examples & Samples
- One (1) or more years of related sales experience preferred
- Previous experience in the insurance or related industry strongly preferred
- Ability to understand insurance policy wording and contracts
- Proficiency in Microsoft Office suite of products
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Commercial Insurance Associate Account Executive Resume Examples & Samples
- Work with new and existing clients in a manner that is professional, effective, and efficient
- Promptly respond to all clients, Account Executives, and Financial Analysts inquiries in a courteous and efficient manner
- Review clients with Account Executive/Financial Analysts and prepare related documentation, such as policies, reinsurance contracts, feasibility analysis charts, loss runs, annual meeting documents, etc
- Assist with follow up for outstanding information and reports
- Acknowledge and track claims as reported
- Assist with underwriting and with inputting information into software systems
- Assist with client billing
- Assist with new business proposals
- Create and maintain client compliance documents
- Maintain client files
- Prepare and send policies, annual meeting documents, reinsurance contracts, invoices, loss runs, and renewal questionnaires to the clients throughout the policy year
- Scan and file documents as required by Financial Analysts and Account Executives
- Ensure policy limits, premiums, and losses are accurately recorded in the department database
- Assists Account Executive/Account Manager as needed
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Account Executive / Insurance Broker Resume Examples & Samples
- An Associate degree in Business, Finance, Marketing, or Ag related program
- 4 + years of Sales experience to include
- Cold calling, selling & negotiating
- A Bachelor’s year degree is preferred (additional experience may offset the degree) and 4-7 years of relevant sales experience in an assigned territory
- Agri-business, energy and food processing insurance/risk management experience is a plus
