Account Executive - Long Term Care, Commercial Insurance
Core
Account Executive supporting the Workers Compensation team in the Long-Term Care division, ensuring policy accuracy, preparing proposals, and liaising with vendors and accounting.
Role type
Account Executive (Workers Compensation / Long-Term Care)
Builds
Insurance policies, proposals, and certificates of insurance for Long-Term Care clients
Domain
Insurance / Workers Compensation / Long-Term Care
Required skills
P&C license, 3-7 years brokerage/insurance experience, policy analysis, proposal preparation, vendor liaison, invoicing, premium research, computer literacy (Word, Excel, PowerPoint)
Preferred skills
Selling skills, cross-selling ability, rating experience, AI tool usage
Technologies
Microsoft Word, Excel, PowerPoint, AI tools
Responsibilities
Ensure adherence to Quality Control guidelines, check policy coverages and endorsements, complete specs & applications, assist in preparing proposals and policy summaries, work with 3rd party vendors for loss runs, handle placement requests and invoicing, complete certificates of insurance, liaise with Accounting on premium charges, handle insured and underwriter questions
Seniority
Mid-Senior, hands-on IC