Senior Account Executive
📋 Role Overview & Responsibilities
ESSENTIAL DUTIES & RESPONSIBILITIES: DocumentationManage the Client Insurance Program, utilizing agency management system. Generally manages larger and more complex accounts than the Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources ResponsibilitiesFunction as team member of the Client Services team to ensure superior service to all MMA ClientsDelegate and manage tasks given to the Account Manager, as well as outsourcing teams, as appropriate.Ensure tasks from both Account Manager and outsourcing team are completed as directedEnsure Account Manager is performing all tasks as outlined in the MMA AM Job DescriptionDemonstrate the technical expertise to assist in maintaining the Client Insurance ProgramAnalyze insurance quotes and make recommendationsComprehend and interpret Insurance Contract requirements for CertificatesCommunicate with insurance carriers as needed
QualificationsLicensed: Texas P&C AgentEducation: Bachelor’s Degree, preferred o (Internal) 5-7 years of Account Executive experience preferred o (External) Minimum of 7-10 years of midmarket Commercial Account Executive experience preferredo CIC & CRM, or CPCU required
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This position is located in Dallas, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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