Account Executive – Professional Liability

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Logo of One80 Intermediaries

One80 Intermediaries

1001 - 5000 employees

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

One80 Intermediaries is a highly specialized wholesale brokerage and program manager that provides innovative and comprehensive insurance solutions across the US and Canada. The firm offers market-leading access to major insurance markets in the US, UK, Canada, and Asia, with exclusive programs and in-house binding authority for a variety of insurance lines, including property & casualty, financial lines, personal lines, life insurance, medical stop loss risks, travel/accident and health, executive benefits, affinity business, and warranty coverage. Through its team of experts and numerous offices, One80 serves commercial companies, non-profits, public entities, associations, unions, and private individual risks. The company is known for its expertise, speed, and innovation in creating tailored insurance programs and specialty services for a wide range of industry segments.

📋 Description

• Responsible for promoting and selling assigned Pearl Insurance coverage(s) to potential clients over the phone and through email, mail, and fax. • Handle servicing clients during their first year of policy coverage with Pearl. • Prioritize sales leads from various sources, such as the Monthly Sales Funnel, Daily Activity Report, and leads from websites, database management, etc. • Conduct a high volume of customer contact via the phone, email, mail, and fax to promote and sell assigned coverage(s). • Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals in a defined territory. • Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the sale. • Facilitate the application and underwriting process with the potential client and the internal underwriter including - sending application to potential clients, finalizing application with any applicable forms, following up when additional information is needed to complete underwriting process. • Document sales activities in the Customer Relationship Management (CRM) system. • Build and maintain customer relationships by responding to various questions, needs, and requests.

🎯 Requirements

• Associate degree in business management, marketing, or a related field. • 2+ years of previous sales and/or customer service experience, preferably within the insurance industry. • Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization. • Property and Casualty insurance license required (or the ability to obtain). • Regular use of a personal computer including ability to use the following software/systems – Customer Relationship Management (CRM) system E-storage solutions Adobe or Foxit PDF MS Office - Word, PowerPoint, Excel, Outlook, etc.

🏖️ Benefits

• In addition to the hourly pay rate listed below, this role is eligible for a monthly commission plan.

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