Account Executive Lead, P&C Commercial Lines

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🔥 2 hours ago

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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 offered by Ceridian. It integrates payroll, HR, benefits administration, talent management, workforce management (time and attendance, scheduling), and related workforce processes into a single SaaS application aimed at business customers.

📋 Description

• Primary client servicing advocate for assigned accounts • 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 • Services accounts and provides claims assistance as needed • Analyzes exposure base to identify program deficiencies and develop marketing strategies • Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, 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, contacts client on receivable collections • Serves as technical expert, assisting department members to resolve complex issues • Provides mentoring and coaching to departmental staff • Creates motivational action plans for personnel development in conjunction with defined performance goals • 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

🎯 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 • Excellent verbal and written communication skills • Good problem solving and time management skills • Ability to work within a team and to foster teamwork • Good planning, organizational and prioritization skills • Proficient in Microsoft Office Suite

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