Insurance Account Executive Resume
Summary : As an Insurance Account Executive, provides new business quotations for all classes of Personal Lines insurance as well as provides relevant advice, information, and guidance. Ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records.
Skills : Insurance Knowledge, Sales and Negotiation.
Description :
- Supported new and existing customers by offering recommendations for products and services required.
- Promoted retention of existing customers by building strong relationships and providing quality customer service.
- Navigated multiple insurance partner online portals to complete customer applications.
- Quoted new business through outbound calls and walk-in clients.
- Communicated with insurance company Underwriters to ensure evolving guidelines are met.
- Prospected and up-sell when talking to the public on all lines of business sold.
- Liaised between client and external insurance partners to ensure fair and proper representation for both parties.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree in Finance
Insurance Account Executive Resume
Summary : As an Insurance Account Executive, works closely with the clients Risk Management group and representatives from joint venture and consortium partners, to understand the risk profile of each project during the proposal stage.
Skills : Customer Service, Communication Skills.
Description :
- Developed and maintained knowledge of client’s operations and risk exposures.
- Identified specific client and prospect needs and developed innovative and cost-effective solutions.
- Reviewed and revised the insurance program in conjunction with the client to ensure complete and appropriate coverage.
- Resolved client issues and concerns in partnership with the service team.
- Interacted and communicated regularly with the service team to ensure expected standards of service were delivered to the client.
- Maintained at all times, a thorough understanding and knowledge of all available resources.
- Produced new business and assist in the development of sales and marketing strategy.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Business
Insurance Account Executive Resume
Objective : As an Insurance Account Executive, responsible for establishing relationships and generating new business opportunities with prospective business clients through personal network, community and industry-specific networking events, cold calls, and referrals.
Skills : Analytical Skills, Relationship Building.
Description :
- Developed comprehensive new business sales and development plans for identified targeted prospects and existing clients based on pre-agreed financial goals.
- Designed and implemented optimal insurance programs for complex and high-value projects.
- Monitored the projects during the execution phase and provided ad hoc insurance solutions.
- Managed client technical queries, including making adjustments to their policies, handling claims, upselling, and cross-selling.
- Spoken with new and potential clients and present insurance solutions.
- Handled the renewal register, rebooking each risk using online platforms.
- Identified new business opportunities through networking.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Business
Insurance Account Executive Resume
Summary : As an Insurance Account Executive, responsible for understanding client needs and personal circumstances, assessing their risks and insurance needs, and subsequently developing a tailored insurance solution that provides adequate coverage at a competitive price.
Skills : Risk Assessment, Market Knowledge.
Description :
- Accountable for selling a range of insurance products and services to prospective clients.
- Identified and researched potential new business opportunities.
- Managed and developed relationships with clients.
- Created new business by upselling and cross-selling insurance products and services to existing clients.
- Reviewed client documentation to ensure that the information presented is sufficiently comprehensive/accurate to support the quoting process.
- Collated and communicated clients’ requirements to ensure appropriate marketing of the risk.
- Liaised with and advised clients, investigating and resolving queries.
Experience
7-10 Years
Level
Consultant
Education
Bachelor's Degree in Finance
Insurance Account Executive Resume
Summary : As an Insurance Account Executive, works with a caseload of clients, build up long-term relationships with them, and will play a central role in introducing new insurance products to the market, also seeking to maintain the commercial performance of existing products.
Skills : Attention to Detail, Problem-Solving.
Description :
- Responded to market and third-party queries as appropriate.
- Produced high-quality and compliant market documentation ensuring appropriate authorizations are secured.
- Checked evidence of cover and debit/credit notes for accuracy.
- Assisted in planning the most appropriate insurance solutions for the client’s demands and needs.
- Built and maintained positive relationships with internal partners and external contacts to ensure service delivery meets expectations.
- Dealt with client inquiries, renewals, and mid-term adjustments.
- Worked with underwriters in a collaborative manner to ensure positive results for the business and for clients.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree in Business
Insurance Account Executive Resume
Summary : As an Insurance Account Executive, responsible for managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations.
Skills : Adaptability, Ethical Conduct.
Description :
- Fostered relationships with partner organizations and engages in active networking online and in person.
- Developed appropriate insurance programs to meet the exposure and needs of prospects and clients.
- Determined prospect and client needs through fact-finding opportunities.
- Worked with insurance company partners to obtain the best coverage and pricing on behalf of prospects and clients.
- Presented and sold insurance solutions to prospects and clients.
- Maintained and expanded relationships with clients and insurance company partners.
- Interacted with customers to provide information or respond to inquiries about products and services and to handle and resolve complaints.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Business
Insurance Account Executive Resume
Objective : As an Insurance Account Executive, responsible for arranging and completing client visits to review insurance portfolios, and providing advice on existing covers and uninsured exposures. Following up with and leading all new potential clients through the sales and vetting process to become a client.
Skills : Team Collaboration, Time Management.
Description :
- Maintained a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize the potential for errors and omissions claims.
- Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
- Maintained a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
- Kept informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
- Managed a portfolio of clients, achieving targets for new business and renewals/retention of current clients.
- Developed and managed good working relationships with clients, primarily insurance brokers, independent financial advisers (IFAs), and other agents.
- Attracted new business by identifying and exploiting opportunities in the local market.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Business
Insurance Account Executive Resume
Summary : As an Insurance Account Executive, given clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding. Consulted with clients to help process quotes and issue renewals or any updates needed to current policies.
Skills : Sales and negotiation skills.
Description :
- Provided accurate quotations and met sales targets.
- Introduced new products and promoted them through regular visits and communication with intermediaries.
- Increased the profitability of existing product lines by encouraging clients to use added-value services wherever possible.
- Consulted on the most effective cover for a particular need.
- Delivered good customer service by responding swiftly to queries and concerns from clients.
- Followed up on lapsed clients, generated new leads, and visited potential new clients.
- Liaised with colleagues to keep knowledge of new and existing products up to date.
Experience
7-10 Years
Level
Consultant
Education
Bachelor's Degree in Business
Insurance Account Executive Resume
Objective : As an Insurance Account Executive, works closely with customers to understand their business and manage their insurance program, liaising with insurers to ensure that they are adequately covered, and the best possible position is secured.
Skills : Meeting sales targets, Excellent at building relationships.
Description :
- Kept up to date with current market conditions and competitors' products.
- Prepared monthly production and activity reports.
- Managed/collected receivables in conjunction with client sales executive.
- Met regularly with client sales executives to update, advise, and inform.
- Maintained current Insurance summaries on all accounts.
- Coordinated coverage placement by managing the direction provided to the service team.
- Initiated client contact and orchestrated renewal strategy meetings.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Business
Insurance Account Executive Resume
Summary : As an Insurance Account Executive, helped customers understand their coverage, assisted them with any claims as needed, and ensured all relevant data was properly tracked in secured systems.
Skills : Account management, Negotiation, Influencing.
Description :
- Gathered renewal underwriting information.
- Oversaw the process of preparing and updating underwriting specifications.
- Created an environment oriented to trust, open communication, and cohesive team effort.
- Facilitated problem-solving and collaboration when faced with client difficulties.
- Provided necessary business information to enhance the team’s professional development.
- Ensured deliverables are prepared to satisfy client requirements, cost, and schedule.
- Established and consistently maintained effective and positive working relationships with associates and clients.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Business
