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Account Executive (2)

Company: C. Winchell Agency

Location: New York, NY

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Job Description

Will provide information service/support in coverages
that include group medical, life, ADD, dental, short/long term
disability, NY & NJ state disability and travel accident. Coordinate
project information between broker & carriers, prepare, market/manage
all requests proposals to carriers and create/maintain all permanent
files and data base for accounts as assigned with time lines for
projects and daily tasks as assigned. Complete rate confirmations
and benefit spreadsheets and proposals on behalf of brokers and their
clients. Create routine correspondence with brokers and related
carriers using faxes, email and routine mail mediums that include:
termination/reinstatement, enrollment materials, plan booklet,
billing statement, broker of record, policy changes as well as
prepare/change client information sheet and assemble/update client
files. Verify rates and plan design to client, carrier and staff.
Create, manage and maintain new and renewal business process
(application enrollment forms, employer material, submission etc.).
Maintain book of accounts and handle virtually all service.

Account Executive related terms: technical assistant, customer
service representative, account executive, account manager, surety,
bonds, retention specialist, inside insurance sales professional,
producer, supervisor, client specialist, client advisor, broker, csr


Job Requirements

L&H license required as well as 3+ years insurance
industry experience with working knowledge of group benefits and
state disability plans to include reviewing contracts/coverages,
preparing RFPs and managing client accounts with policy issues as
required.

Why choose C. Winchell Agency for your Job search needs? With
over 150 Years of cumulative insurance experience and 75 years
recruiting experience, our staff has the hands-on knowledge to
understand and address your needs. Since opening the Agency, we have
placed individuals in P&C positions at more than 500 client
companies, including many of the largest national P&C insurers and
their subsidiaries, a large number of domestic and international
reinsurers as well as the top national brokers, large-mid sized
regional brokers as well as many, "main street" agencies. Our client
base also includes the most well-known claim service/TPA's and large
self insured corporations for in-house claims and risk management
personnel.

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