Insurance Account Executive in Stamford , Connecticut at Tammy Shieh Company

Introduction

Join our dynamic team as an Insurance Account Executive, where you will play a pivotal role in building and maintaining strong client relationships. You will leverage your expertise to provide tailored insurance solutions, ensuring our clients' needs are met with precision and care. As a key contributor, you'll have the opportunity to drive growth and success in a collaborative and rewarding environment.

Job Responsibilities

- Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.

- Identify and pursue new business opportunities to expand the client base and increase revenue.

- Collaborate with underwriters to negotiate terms and conditions of insurance policies.

- Prepare and present insurance proposals to clients, ensuring clarity and understanding of coverage options.

- Conduct regular reviews of clients’ insurance portfolios to ensure coverage remains adequate and relevant.

- Resolve client inquiries and issues promptly, providing exceptional customer service and support.

- Stay updated on industry trends, regulatory changes, and competitive products to provide informed advice to clients.

- Coordinate with claims departments to assist clients with the claims process and ensure timely resolution.

- Prepare and analyze reports on sales performance, client retention, and market trends.

- Participate in networking events and industry conferences to build professional relationships and increase brand visibility.

Job Requirements

- Bachelor's degree in Business, Finance, Insurance, or related field.

- Minimum of 3-5 years of experience in insurance sales or account management.

- Proven track record of meeting or exceeding sales targets.

- Strong understanding of insurance products, policies, and regulations.

- Excellent negotiation and communication skills.

- Ability to build and maintain strong client relationships.

- Proficiency in CRM software and Microsoft Office Suite.

- Strong analytical and problem-solving skills.

- Ability to work independently and as part of a team.

- Valid insurance license in applicable state(s).

- Willingness to travel as required by the role.

- Strong organizational and time management skills.