Account Executive

TriSure, an Alera Group Company is seeking a C ommercial Account Executiveto join their team.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you're looking for, this is your chance to be part of an amazing organization!

Since our founding in 1999, we've been providing the highest level of client service with honesty and financial integrity. We are a diverse group of individuals focused on helping the area's leading businesses manage their property and casualty insurance risks.

Reports directly to agency management, in cooperation with Senior Account Managers and Producers, to review, manage, correct various commercial insurance clients assigned to CAE. The Commercial Account Executive (CAE) is responsible for understanding a client's needs and reviewing, marketing, negotiating and correcting their business insurance program to meet those needs. The CAE works with Commercial Account Managers, Producers, and insurance company representatives, to ensure the Clients policies are written correctly and delivered professionally, on time, and to exceed the client expectations while meeting or exceeding agency standards.

• Directly communicating with clients and gathering information about their business, project, needs, timelines and concerns.
• Meeting with Producers, Account Managers, Marketing Reps and Underwriters to discuss clients' insurance program and establish solutions and strategies.
• Establish relationship with Clients as their primary contact and build a relationship of trust, professionalism and trusted advisor.
• Developing submissions, applications, supplementals, loss history and analysis for clients review and to market the accounts successfully.
• Coordinating the marketing and follow up with carriers to meet timelines and expirations.
• Reviewing, entering and updating all activities and client information in Applied EPIC
• Qualifying inbound leads and prospects via phone and email and working directly to write the coverage or referring to other team members.
• Organizing regular client meetings to ensure excellent customer service
• Holding virtual and in person presentations with an end goal of earning a prospect's business
• Negotiating terms and conditions with underwriters, brokers and carrier reps.
• Preparing and presenting new and renewal proposals.
• Attend in person meetings with Clients to discuss coverage, renewals, address concerns, etc.
• Communicate with client to answer questions on coverage, claims, procedures and referrals.
• Collaborating with key decision makers to identify opportunities and develop ideas that deliver sales results
• Uncovering and understanding client coverage needs
• Attending trade shows and hosting customer events
• Prospecting new sales from referrals from existing clients

• Bachelor's degree preferred.
• Property and Casualty license required.
• Minimum of five years prior experience working in an insurance agency or carrier in commercial lines.
• Proficient in MS Office Suite.
• Exceptional knowledge of insurance products and plans
• Exceptional organizational skills
• Ability to multi-task and balance multiple priorities and obligations
• Excellent interpersonal and problem-solving skills

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.