2 insurance agent jobs found in Media, PA

Position Summary The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. The role collaborates with internal teams, stays informed on market trends, and offers strategic insights about clients. They are also responsible for assisting in new business and renewal submissions, reviewing policy documents and invoices and other client service activities. What will your job entail? Job Responsibilities: • Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver optimal client coverage and suggests steps for client retention. • Supports the broker in creating market submissions and quote cover letters for agents and reviews received documents to ensure accuracy. • Builds relationships with brokers and demonstrates understanding of brokerage operations to proactively support business needs. • Collaborates with the broker to...

Position Summary The Senior Account Executive is responsible for cultivating and managing robust relationships with high-value clients and overseeing the entire lifecycle of client accounts. The role includes evaluating and mitigating risks associated with these accounts and ensuring regulatory compliance. They address complex client issues, give strategic inputs in new business proposals and mentor account executives by providing training in account management, brokerage systems and tools. What will your job entail? Job Responsibilities: • Develops and maintains strong relationships with strategic clients and provides guidance on investment portfolios and financial planning. • Manages the entire lifecycle of client accounts, from onboarding to maintenance and identifies opportunities for account growth and additional services. • Evaluates and manages risks associated with client accounts and implements advanced risk mitigation strategies in collaboration with risk...