2 accounting representative jobs found

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...

The Territory Manager’s responsibilities include presenting our products and services to our existing and prospective agency force, identifying specific consumer characteristics, and recommending ways to promote and sell our products. To be successful in this role, you should have excellent communication skills and be highly motivated to meet or exceed new business submission, quotation, profitability, and production goals for your assigned territory. Ultimately, this position will help us grow our customer base and establish our reputation in your assigned region, as well as the underwriting of profitable small business accounts online. Superior time management, sales acumen, problem solving, and organization is required of this individual to successfully accomplish these goals. This is a fully remote opportunity handling a territory that includes Colorado and Utah. Responsibilities: Territory Management / Sales and Marketing (50%) Call on prospective agencies,...