What are the responsibilities and job description for the Account Executive position at Wheeler & Taylor, Inc?
Position Summary
Wheeler & Taylor Inc. is actively seeking accomplished Account Executives / Producers to join our dynamic team in Springfield, MA and across Connecticut. Our firm has a well-established focus on managing the complexities of middle-market and large commercial risks, alongside catering to high-net-worth and ultra-high-net-worth personal insurance accounts at both domestic and international levels. The Account Executive / Producer is expected to apply their industry insight in driving new business development while also ensuring the satisfaction and retention of our existing clientele through proficient relationship management and a comprehensive understanding of the insurance landscape. Collaboration with our internal service team is essential to deliver outstanding customer service, effectively resolve critical issues, and create customized risk solutions.
Essential Qualifications
- At least 3 years of solid experience in commercial and personal insurance, preferably in an Account Executive / Producer role.
- Proven ability to generate new business, retain clients, and develop innovative solutions for multifaceted challenges.
- Exceptional skills in written and verbal communication, negotiation, and presentation.
- Strong organizational abilities and time management skills, with proficiency in managing various projects concurrently.
- Competence in Microsoft Office and industry-specific software tools.
- A Bachelor’s degree in Business Administration, Finance, or a related discipline is favorable though not essential.
- Holding professional certifications such as CPCU, ARM, or CIC is advantageous but not compulsory.
Salary and Benefits
This role is a full-time hybrid opportunity, incorporating remote work as part of the working arrangement. Wheeler & Taylor offers a stellar compensation package based on experience and previous results, along with avenues for annual profit sharing and performance bonuses. Additionally, we provide a robust benefits program to support our employees’ well-being.