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Account Executive - Property & Casualty - Torrance
Location:
Torrance, CA
Description:
Job Title: Account Executive Classification: Exempt Department: Property & Casualty Location: Torrance, CA / Hybrid/Flexible Reports to: Vice President Overview Under the direction of the Vice President, the Account Executive interfaces with an assigned list ofaccounts and acquires new accounts involving the Company's portfolio of products (i.e., property,casualty, automotive, or other types of insurance.) This individual is in charge of insurance accountsand is required to retain the clients' business; give audience to existing clients; advise them on thestatus and requirements of their insurance accounts; and get to know their needs and providesolutions that are appropriate. Essential Duties & Functions Other duties may be assigned. • Relationship management of client.• Proactive development and execution of client risk management strategy.• Knowledge of full portfolio of P&C products and services including but not limited to largedeductible, global plan, loss control, claim, etc. • Proficient understanding of compliance & marketing (RFP), reporting & analytics, and ableto perform these functions with little guidance from the team lead.• Independently, or in partnership with Vice President, lead client meetings andpresentations.• Coordinates with Customer Service team and/or Account Representatives, the ordering andissuing binders, certificates, policies, endorsements, and other items. Verifies accuracy, • Prepares summaries, schedules and proposals, process renewals in coordination withCustomer Service team and Account Representatives according to company procedures• Review and verifies policy, audits, calculates premiums, and establish payment method• Strong knowledge of and relationships with vendors.• Maintains confidentiality of company and customer information, including pricing, growthprojections, market share and other materials that can be used by the competition. • Delegates tasks, training, and onboarding as appropriate.• Monitors and recommends opportunities for client revenue enhancement.• Recommend or initiate actions to service the client effectively and proactively.• Identify, plan, and develop methods and procedures to obtain greater efficiency andeffectiveness of client programs and policies.• Develop sales or cross-selling opportunities with current clients.• Assist in new business opportunities and developing retention strategies for existing clientsby working collaboratively with client executive teams• Ability to guide and mentor junior level staff to grow within the team• Ability to identify strengths and/or challenges within the department and promotestrengths or find solutions for challenges. • Performs special projects and other miscellaneous duties as assigned by seniormanagement Non-Essential Duties Other duties may be assigned• Conduct sales presentations utilizing Company sales materials.• Follows up to complete any assigned work. • Maintains high ethical standards in the workplace• Reports all irregular issues and problems to the management for solution.• Maintains good communication with office staff members and outside contacts.• Complies with all company policies and procedures.• Responsible for maintaining a clean and safe working area by participating in all aspects ofthe Company's Safety Program. Qualifications To perform this job successfully, an individual must be able to perform each essential dutysatisfactorily. Reasonable accommodations may be made to enable qualified individuals withdisabilities to perform the essential functions.• Bachelor's degree from four-year college or university, or equivalent work experience. • Minimum of five or more years of P&C related experience and/or training. • Proficient with MS Office Suite• Strong mathematical and analytical skills• Ability to maintain a high level of confidentiality.• Excellent verbal and written communication skills.• Ability to work independently and make accurate decisions and demonstrate goodjudgement.• Detail oriented with excellent organizational and time/project management skills. • Must obtain and maintain active Property and Casualty Insurance Agent License.• This position may require routine or periodic travel which may require the teammate todrive their own vehicle or a rental vehicle. If required, acceptable results of a Motor VehicleRecord report at the time of hire and periodically thereafter, and maintenance of minimumacceptable insurance coverages are requirements of this position.• Maintain positive working relationships and clear communication with co-workers, clients,and insurance carriers.• Must be available for offsite meetings with clients. Competencies To perform the job successfully, an individual should demonstrate the following competencies:• Communication: Communication refers to the ability to inform orally and in writing, withclarity and good effect. It means to understand clearly and quickly when instructions or orders are received.It means judgment about what information is important and what isnot, and what should be communicated, how, to whom and when. • Customer Focus: Acts with customers in mind. Establishes and maintains effectiverelationships with customers and gains their trust and respect. • Drive for Results: Pursues goals with energy, drive, and a need to finish. Does not give up,faces resistance or setbacks well; pushes self and others for results. • Job Knowledge: Refers to the amount of relevant job knowledge and skill you have.Includes awareness and possession or mastery of special facts, practices, manual skills and techniques and decision-making methods. How well the employee is knowledgeable ofservices, policies, and procedures. • Judgement: Able to make decisions that are sound, accurate, timely and supported by thereasoning and inclusion of others. • Mentoring: Provides advice and support to, and watch over and foster the progress,development or training of a less experienced person or junior colleague. • Negotiating: Able to negotiate with both internal and external groups. Finds solutions thatmatch the needs of all parties. • Organizing: Able to use resources (people, funding, material, support) to get things done.Able to orchestrate multiple activities at once to accomplish a goal. Uses resourceseffectively and efficiently. Arranges information and files in a useful manner. • Presentation Skill: Uses communication skills to develop messages for various audiences.Able to measure audience response and adapt accordingly. Work Environment The work environment characteristics described here are representative of those an employeeencounters while performing the essential functions of this job. Reasonable accommodations maybe made to enable individuals with disabilities to perform the essential functions. High pressured, fast-paced environment with significant telephone and personal disruption. Largenumber of multiple steps in complex system performed with accuracy and speed is essential to thesuccessful completion of tasks. Physical Demands The physical demands described here are representative of those that must be met by an employeeto successfully perform the essential functions of this job. Reasonable accommodations may bemade to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; talk andhear; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is often requiredto sit. Specific vision abilities required by this job include ability to adjust focus when using computerstablets or other electronic devices.Essential Weight Lifting/Force Exertion Requirements:Less than 1/3 of time: Up to 100 pounds with lifting aid 1/3 to 2/3 of time: Up to 50 pounds More than 2/3 of time: Up to 10 poundsThe above job description identifies the essential job functions and skills needed by the person orpersons assigned to this position. These job functions and skills are not intended to be a completeand exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations maybe made to enable individuals with disabilities to perform the essential job functions. The informationcontained herein is subject to change at the Company's discretion. Job Posted by ApplicantPro
Company:
MST Insurance Solutions
Posted:
December 26 2023 on ApplicantPool
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More About this Listing: Account Executive - Property & Casualty - Torrance
Account Executive - Property & Casualty - Torrance is a Sales Account Executive Job at MST Insurance Solutions located in Torrance CA. Find other listings like Account Executive - Property & Casualty - Torrance by searching Oodle for Sales Account Executive Jobs.
Account Executive - Property & Casualty - Torrance is a Sales Account Executive Job at MST Insurance Solutions located in Torrance CA. Find other listings like Account Executive - Property & Casualty - Torrance by searching Oodle for Sales Account Executive Jobs.