Broker/Account Executive in Training

Broker/Account Executive Trainee

Job Summary:  This is a full time, on-site, production position accountable for building relationships, servicing clients, generating revenue and proper documentation of underwriting files.                                                                                                                                               

 Knowledge, Skills and Abilities:

• Good judgement and decision making ability.
• Excellent organizational and time management skills to support a fast-paced work environment.
• Effective communication skills.
• Excellent service skills and a professional demeanor.
• Can work independently and as part of a team.
• Self-motivated initiative to achieve revenue goals.
• Reliable, ethical and loyal work ethic.
• Willing to do whatever it takes to get the job done.

Essential Functions:

• Learn all aspects of the sales side of the business from the ground up.
• Develop and maintain productive relationships with clients, employees and other business partners.
• Manage inbound and outbound phone calls and emails.
• Use underwriting guidelines to analyze risks and process contract and brokerage business within limits of authority.
• Underwrite accounts in a manner that upholds standards and is profitable for all involved.
• Generate revenue to meet/surpass expected goals.
• Maintain well documented underwriting files.
• Follow up with clients to answer technical questions and/or acquire pending information.
• Provide account specific direction for the Customer Service Teams as needed.
• Maintain spreadsheets for tasks and performance tracking.
• Keep abreast of market dynamics and industry trends.
• Attend meetings (internal & external) and industry related events as needed.
• Provide assistance and back-up support to underwriting team(s) as needed.
• Mentor, guide and train to others as needed.
• Other duties may be assigned and business needs arise.

Education Requirements:

• A Bachelor's degree, relevant certification/designation or equivalent number of years of experience in the field of insurance underwriting a plus.
• Must be willing to study for and obtain  2 insurance licenses within the  1st 60 days of employment.  (we provide the study materials and exams)    
• Must be willing to pursue and obtain industry educational designation(s) within assigned time lines.  (we provide the study materials as exams)