CRC INSURANCE SERVICES – Account Executive (Woodland Hills, CA)
Provides support to Brokers regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-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.
Work Environment and Physical Demands
-Ability to work extended hours as needed.
-Some travel required.
-Normal office work environment, no unusual physical demands.