What are the responsibilities and job description for the Account Executive position at We Insure?
We Insure, LLC. is an independent insurance franchise that takes immense pride in providing like-minded entrepreneurs with successful agency ownership. With more than 200 agency locations in 35 states, We Insure continues to grow rapidly and supports our agency owners, customers, and carriers by facilitating faster service, greater efficiencies, better choices, and improved bottom lines. What makes We Insure stand out: we are data-driven for better value and people-led for better service. And our leadership is seeking more highly motivated, career-driven people to help lead our efforts!
We Insure has received countless awards including Jacksonville Business Journal’s Best Places to Work and Fastest-Growing Private Companies, and Inc.’s 5000 Fastest Growing Companies. If you are looking for a long-term career in a supportive, goal-driven, growth environment with a company that believes in developing its people, We Insure is the right fit for you and we encourage you to apply today!
Job Summary: The National Sales Center ( NSC ) Account Executive at We Insure plays a critical role in supporting the renewal and retention process and servicing clients with efficiency and accuracy. This position is responsible for managing renewal bind requests, processing applications, handling policy changes, and ensuring compliance with all necessary documentation. The Account Executive will work closely with clients, agents, underwriters, and finance companies to provide an exceptional customer experience while maintaining operational excellence.
Duties/Responsibilities:
Policy Renewals & Servicing
The noise level in the work environment is usually moderate.
Physical Requirements: While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds.
Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Why join the We Insure Team?
The We Insure Difference:
EEO
We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
We Insure has received countless awards including Jacksonville Business Journal’s Best Places to Work and Fastest-Growing Private Companies, and Inc.’s 5000 Fastest Growing Companies. If you are looking for a long-term career in a supportive, goal-driven, growth environment with a company that believes in developing its people, We Insure is the right fit for you and we encourage you to apply today!
Job Summary: The National Sales Center ( NSC ) Account Executive at We Insure plays a critical role in supporting the renewal and retention process and servicing clients with efficiency and accuracy. This position is responsible for managing renewal bind requests, processing applications, handling policy changes, and ensuring compliance with all necessary documentation. The Account Executive will work closely with clients, agents, underwriters, and finance companies to provide an exceptional customer experience while maintaining operational excellence.
Duties/Responsibilities:
Policy Renewals & Servicing
- Process and manage renewal bind requests , ensuring all necessary paperwork is completed accurately and on time.
- Complete renewal applications and DE (Declaration and Endorsement) forms , ensuring compliance with underwriting guidelines.
- Handle re-shops and rewrites for policies when necessary to secure the best coverage for clients.
- Monitor and collect Citizens trailing documents within the first 90 days of policy issuance.
- Process Agent of Record (AOR) updates and forms , ensuring smooth transitions and proper documentation.
- Accurately set up and complete payment plans with finance companies, coordinating with clients to ensure timely payments.
- Maintain accurate and up-to-date client records in the system, ensuring compliance with company and regulatory requirements.
- Serve as a point of contact for clients regarding agency billed renewals, payments, and policy changes .
- Collaborate with internal teams, including sales and underwriting, to streamline policy servicing processes.
- Proactively communicate with clients and agents to address any concerns and provide top-tier customer service.
- Licensing: 220 or 2044 required (or equivalent Dept of Insurance state license)
- 2 years e xperience in insurance account management or customer service .
- Strong understanding of insurance policies, renewals, and preferred experience in Florida home insurance market
- Proficiency in insurance management software and ability to learn new systems quickly. QuoteRush and Applied Epic experience preferred.
- Excellent attention to detail and ability to manage multiple tasks efficiently.
- Strong communication and interpersonal skills for client and team interactions.
The noise level in the work environment is usually moderate.
Physical Requirements: While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds.
Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Why join the We Insure Team?
The We Insure Difference:
- Medical, Dental, Vision, Life, Pet; Flexible Spending Account
- Competitive Salaries
- 401K Match
- Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
- Short and Long-Term Disability
- Employee Support Programs, Including Mental Health
- Tuition Reimbursement
- Matching Charitable Gift Program
- Lucrative Referral Program
- Flexibility: Remote and Hybrid Opportunities Available
EEO
We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
