Account executive

Full-time

job description :

Lead and coordinate marketing and service activities on new and renewal business as well as support Producer in sales activities.

Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes.

Build and grow relationships with clients, carrier representatives, and teammates.

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.

1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.

2. Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.

3. Ability to direct and lead mid-year reviews and annual stewardship meetings

4. Build and maintain key client and carrier relationships by phone, email, and in person.

5. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.

6. Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.

7. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.

8. Assist the Producer and Account Manager in collecting client information.

9. Provide analyses and recommendations of coverage needs to the Producer and client, assist the Producer in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with Account Managers and other account team members and direct communications with carrier underwriters and other carrier representatives.

10. Lead the renewal process and prepare company applications and submissions to appropriate markets.

11. Assist the Producer in and / or lead in presenting coverage and renewal recommendations to the client.

12. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.

13. Work with Account Manager to schedule and conduct teammate meetings.

14. Understand and utilize the client management system(s) and other relevant technology platforms.

15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments.

16. In concert with Account Manager and Client Service Specialist, effectively resolve workflow issues.

17. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.

18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills.

19. Other job duties and responsibilities as requested by management.

QUALIFICATIONS

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree or equivalent education and / or related experience

2. Six years of relevant insurance industry experience

3. Appropriate insurance license(s)

4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced

5. Organizational skills to plan and prioritize team workload, and to oversee application of work flows and procedures

6. Leadership skills and service and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale

7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates

8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff

10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite

11. Ability to travel overnight

Preferred Qualifications :

1. Other advanced degree(s)

2. Insurance industry certifications in addition to necessary license(s)

3. Significant experience leading teams and / or projects

Apply Now

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Lead and coordinate marketing and service activities on new and renewal business as well as support Producer in sales activities.

Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes.

Build and grow relationships with clients, carrier representatives, and teammates.

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.

1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.

2. Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.

3. Ability to direct and lead mid-year reviews and annual stewardship meetings

4. Build and maintain key client and carrier relationships by phone, email, and in person.

5. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.

6. Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.

7. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.

8. Assist the Producer and Account Manager in collecting client information.

9. Provide analyses and recommendations of coverage needs to the Producer and client, assist the Producer in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with Account Managers and other account team members and direct communications with carrier underwriters and other carrier representatives.

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11. Assist the Producer in and / or lead in presenting coverage and renewal recommendations to the client.

12. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.

13. Work with Account Manager to schedule and conduct teammate meetings.

14. Understand and utilize the client management system(s) and other relevant technology platforms.

15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments.

16. In concert with Account Manager and Client Service Specialist, effectively resolve workflow issues.

17. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.

18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills.

19. Other job duties and responsibilities as requested by management.

QUALIFICATIONS

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree or equivalent education and / or related experience

2. Six years of relevant insurance industry experience

3. Appropriate insurance license(s)

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1. Other advanced degree(s)

2. Insurance industry certifications in addition to necessary license(s)

3. Significant experience leading teams and / or projects

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Description

Company overview

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Growth Marketing Specialist

at Acceleration Partners (View all jobs) Austin, Texas; Dallas, Texas; Tampa, Florida; Minneapolis, Minnesota; Charleston, South Carolina; Atlanta, Georgia

LOCATION :

The Account / Senior Account Manager, Affiliate Marketing position is a remote, work from home position, as are all positions at Acceleration Partners (a structure central to our culture and our vision to change the work / life paradigm).

Candidates who live in the following States will be considered : CO, CT, IL, MA, NH, NJ, PA, RI, VA, WA, CA, FL, GA, MN, NY, OR, TX, AZ, ME, NC, OH, SC, TN.

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By Three Months :

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  • You demonstrate a strong command of paid media management by independently managing and optimizing paid media campaigns, consistently delivering ROI, and achieving a steady growth in customer acquisition and conversion
  • You lead the planning and execution of integrated marketing campaigns and nurtures across multiple channels, resulting in expanded engagement with target audiences and an increase in qualified leads >

SQLs generated.

You continuously refine and improve through test and learn strategies, utilizing data-driven insights to enhance the effectiveness of targeted email marketing campaigns, personalized content journeys and automated workflows, leading to higher engagement and increased conversions.

First Twelve Months :

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  • You lead the strategic planning and execution of integrated marketing campaigns and nurtures, successfully positioning AP as the industry leader, engaging diverse target audiences effectively and generating qualified leads >

SQLs consistently.

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We’re growing our marketing team and are looking for strong team players to join us. The Product Marketing Specialist will be charged with strengthening our product sales and customer acquisition strategy to deliver United Bank’s mission of excellence in service to our customers across eight states in the Mid-Atlantic and Southeast as well as Washington, D.

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SKILLS / QUALIFICATIONS :

  • Bachelor’s degree or equivalent relevant experience required
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  • Communication skills
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This job description is not intended to be all-inclusive and the employee will also perform other duties as assigned. It is not an employment contract.

United Bank reserves the right to modify job duties or job descriptions at any time.

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service.

While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors.

Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.

C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments.

Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come.

We are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience;

promotes respect and a shared purpose; and aligns with our core values. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.

Nearest Major Market : Charleston South Carolina

Nearest Secondary Market : South Carolina

Job Segment : Product Marketing, PR, Market Research, Bank, Banking, Marketing, Finance

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