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Client Services Account Executive

Remote: 
Full Remote
Contract: 
Salary: 
65 - 80K yearly
Work from: 

Offer summary

Qualifications:

Strong planning and organizing skills, Advanced software skills in MS Office.

Key responsabilities:

  • Assist with onboarding new clients and partners
  • Facilitate enrollment data and project management
  • Grow and retain clients and partners
  • Communicate and report performance data
  • Set up and manage project teams
One80 Intermediaries logo
One80 Intermediaries Insurance Large https://www.one80intermediaries.com/
1001 - 5000 Employees
See more One80 Intermediaries offers

Job description

Location: Remote

We are looking for a Client Services Account Executive. This position is responsible for assisting with the onboarding of new clients and partners, facilitation of enrollment data and project management. They will assist in growing and retaining clients and partners, participating in the renewal process, working with the Finance, Claim, and Customer Service Managers to meet customer needs. and communicating and reporting statistical, trended, or other required performance data to the required parties.

The Client Services Account Executive works in a team-centered, cross-functional environment and may be required to travel when business needs dictate.

Your Impact: - Set up project teams to evaluate and prioritize opportunities, systems set up, custom reporting requirements, website requirements, timeline management for delivery of any CBP services, and any other fulfillment. - Regularly interacting with clients and partners as well as internal teams through telephone calls, email communications, Zoom/Teams meetings, internal IM, texts, or face-to-face meetings. - Document workflows and results of business analysis. - Conduct pre-planning and post-mortem team meetings to ensure team synchronicity and lessons learned are implemented as evolving best practices. - Collaborate with internal and client team members to ensure CBP is meeting all agreed - Create long and short-term plans, including setting targets for milestones and adhering to deadlines - Set up recurring meetings with project team, internal and external as needed - Delegating tasks on the project to employees best positioned to complete them and hold accountable for deadlines - Serving as point of contact for teams to ensure that team actions remain in sync and on time.

Successful Candidate Will Have: - Strong planning and organizing skills required - Advanced software skills, in MS Word, Excel, Outlook and MS PowerPoint required - Demonstrated ability to coordinate the flow of information from and between various departments - Superior interpersonal and negotiation skills - Strong analytical and problem-solving skills - Ability to exercise independent and sound judgment in decision making - Excellent verbal and written communication skills presentation/public speaking skills - Strong team player, taking initiative to share knowledge with team members and willingly offer assistance

About One80:One80 Intermediaries is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, One80 offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services, and warranty business. Launched just four years ago, One80 Intermediaries has grown to be one of the largest intermediaries in the United States. In 2022, Business Insurance ranked One80 as the 5th Largest MGA/Underwriting Manager/Lloyd’s Cove holder, and 5th Largest Underwriting Manager in the country.

At One80 Intermediaries, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings. The total compensation for a position may also include other elements dependent on the position offered. The expected base annual pay range for this position is between $65,000 - $80,000 plus discretionary bonus. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

Required profile

Experience

Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Motivational Skills
  • Microsoft Word
  • Social Skills
  • Planning
  • Analytical Skills
  • Microsoft Excel
  • Teamwork

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