Insurance Account Executive - Military veterans preferred

PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions. Join our exceptional team and help shape the future of the insurance industry. Andreini & Company

(Part of

PCF Insurance Services

Network) takes time to understand our client's insurance needs to develop a customized plan that helps to control costs and maximizes coverage. Our superior, personalized customer service builds strong relationships and long-term partnerships with our clients. Job Summary: The Risk Management Account Executive will be responsible for day-to-day servicing and marketing of several of our largest clients. The Account Executive will be the primary organizer of all commercial insurance coverage placements and after-sales policy administration for these customers. The Account Executive should be able to work independently, show initiative and resolve customer issues with minimal assistance from the Manager or Producer. Duties and Responsibilities: Develop and maintain strong client relationships through regular communication and meetings. Identify and analyze clients' insurance needs and provide tailored solutions. Prepare and present insurance proposals to clients. Cross-sell and upsell insurance products to existing clients. Stay up to date with industry trends, regulations, and best practices. Collaborate with underwriters and other team members to ensure client satisfaction. Process policy changes, endorsements, and claims efficiently. Meet or exceed sales targets and revenue goals. Keep accurate records of client interactions and transactions. Qualifications: Must hold a valid CA Fire & Casualty License. Minimum of 5 (five) years recent experience in the property & casualty department of a brokerage firm. Good understanding of all Commercial Lines coverage’s and related laws, codes, regulations; all aspects of marketing process; commercial insurance rating, insurance terminology and concepts; insurance company operations and their relation to the sales/marketing process as well as policy structure and content. Ability to analyze and explain coverage on commercial insurance policies ranging from Property insurance to Management Liability coverage. Knowledge of loss sensitive options, including at a minimum large Deductibles and SIR’s along with familiarity with loss sensitive marketing. Outstanding communication, written and verbal skills, good attitude, and excellent presentation skills. Ability to work well in a team environment as well as ability to multi-task and meet deadlines. Ability to work in a complex, demanding sales and service-oriented environment. Knowledge of and high proficiency in MS Word, Excel, PowerPoint, etc. Excellent time management and outstanding organizational skills in managing emails, TAM and shared-drive files. Work accuracy. Ability to travel independently to client and carrier meetings on a regular basis as well as to industry conferences and seminars several times annually. A commitment to total client satisfaction. Bachelor’s degree with an emphasis on business or insurance preferred Compensation $85k - $120k, DOE Schedule

: Full-Time (37.5 hours per week) Monday – Friday Onsite; Hybrid Medical Vison Paid Time Off 401K Life PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.

PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: PCF does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of PCF, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting PCF's Talent Acquisition Department.

#J-18808-Ljbffr