Key Facts

Remote From:

Full time

English

Hard Skills

Account Management Risk Analysis Policy Analysis Proposal Writing Carrier Management Service Planning Dividend Policy Product Renewals Consultative Selling Price Analysis Customer Relationship Management Meeting Facilitation Value Propositions Billing Inquiries Policy Analysis Positive Psychology Presentation Training

Other Skills

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Communication
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Time Management
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Teamwork
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Customer Service
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Detail Oriented
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Problem Solving

Roles & Responsibilities

Possession of current state-issued insurance licenses in jurisdictions where clients or prospects are located.
Responsible for maintaining license status through ongoing continuing education and professional development.
Experience or ability to conduct risk analysis and participate in risk management assessment processes.

Requirements:

Act as the primary point of contact for all client-related questions and requests, ensuring prompt and professional service.
Lead conversations with clients to identify coverage gaps and manage accounts to ensure comprehensive risk management.
Present pre-renewal and renewal strategies and develop marketing submissions and proposals for both new and renewal business.
Maintain a 24-hour response window and proactively communicate with clients, internal teams, and carrier partners on coverages, rates, policy changes, audits, dividends, and billing issues; ensure policy accuracy and alignment with proposed coverages.

Cottingham & Butler

Insurance

About Cottingham & Butler

Cottingham & Butler is the 31st largest insurance broker in the U.S. and a recognized leader in offering innovative property & casualty and employee benefit insurance solutions. The company is headquartered in Dubuque, Iowa, and employs over 1,200 employees across the U.S. Better Every Day. That's our promise to our clients. We deliver better advice, better service, and better ideas than our competitors. Every Day. It's a commitment to challenging conventional wisdom, innovating, improving how we serve our clients and growing as industry professionals. This approach has produced superior results for our clients, and a growth track record that has propelled us forward since 1887.

Company type: Large

Industry: Insurance

Founded: 2018

Company size: 1001 - 5000

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Job description

C&B is seeking a dedicated and strategic Account Executive to act as an outsourced risk manager for our valued clients and prospects. This role is pivotal in managing and servicing existing accounts, as well as nurturing future accounts. The successful candidate will be the driving force leading the charge in risk analysis through our Risk Management Assessment process. As a champion for C&B, this position promotes the good of the team and the company through forward thinking, teamwork, and a positive attitude.

Key Responsibilities:

Act as primary point of contact for all client-related questions and requests.
Lead conversations with clients to identify and address gaps in coverage, ensuring comprehensive account management.
Present pre-renewal and renewal strategies to clients, demonstrating a deep understanding of their needs.
Develop and prepare detailed marketing submissions and proposals for both new and renewal business.
Craft and deliver a written service timeline and value proposition, showcasing our commitment to client satisfaction during annual stewardship meetings.
Guarantee policy accuracy and alignment with proposed coverages, providing peace of mind to our clients.
Respond promptly to inquiries from our internal team, client contacts, and carrier partners, maintaining a 24-hour response window.
Initiate proactive correspondence with clients and insurers on a variety of topics, including coverages, rates, policy changes, audits, dividends, and billing issues.

Qualifications:

Possession of current state-issued insurance licenses in jurisdictions where clients or prospects are located.
Responsible for maintaining license status through ongoing continuing education and professional development.

Join Our Team! If you are a motivated individual with a passion for excellence in risk management and client service, we invite you to apply for this exciting opportunity at C&B. Together, we can continue to set the standard for service and innovation in the industry.

About Cottingham & Butler:

At Cottingham & Butler, we sell a promise to help our clients through life’s toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday – that’s who we are and what we believe in.

As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day.

Want to learn more? Follow us on www.CottinghamButler.com | LinkedIn | Facebook