Account Executive Lead, P&C Commercial Lines

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🔥 35 minutes ago

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Logo of Dayforce

Dayforce

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🏢 Enterprise

💰 $1G Post-IPO Debt - Dayforce on 2024-03

HR Tech • SaaS • Enterprise

Dayforce is a cloud-based human capital management (HCM) platform (from Ceridian) that unifies payroll, HR, benefits, workforce management (time and attendance, scheduling), talent management, and analytics into a single SaaS application. It is designed for enterprise customers to manage payroll and workforce processes in real time, support compliance, and optimize labor across organizations.

📋 Description

• 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; • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); • Other duties as assigned.

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Ten (10) or more years related work experience • Valid insurance license • Must continue to meet Continuing Education requirements for license renewal

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