What are the responsibilities and job description for the Account Executive- Insurance position at TGG Accounting?
Salary: $70,000-90,000 plus commission!
Our client in the insurance industry (property, commercial and residential) is looking for a Sales Specialist/Account Executive to join their growing team in Lake Forest, CA. This is a full-time and long term role, that is hybrid- two days a week in the office. There is a large book of business for you to start with and then expand as well.
Day-to-Day Duties:
- Manage a $3 million book of business, including various industries
- Support in business development for existing and potential clients
- Ensure accuracy in coverage, dates, premiums, and other details
- Facilitate communication between agents, underwriters, and clients
- Handle cancellation and non-renewal notices in a timely manner
- Respond to service-related requests from internal teams, reinsurers, and clients
- Manage certificates, resolve queries, and provide quotations and binders
- Oversee renewal activities and handle client accounting inquiries
- Provide guidance to staff and ensure client retention
- Maintain accurate data in the agency management system
- Create proposals, follow up on signed forms and payments
- Forward claims to carriers
Must-Have Requirements:
- 5 years of experience in insurance sales
- Knowledge of AMS 360/Vertafore is highly preferred
- P7C insurance license for California
- Experience managing a multi-million-dollar book of business
Salary: Base of $75K-$90K plus commission on any new business brought in, end of year bonus, generous medical, dental and vision benefits, 401k, PTO and paid sick days.
*** Local candidates only please ***
Salary : $70,000 - $90,000
