insurance account executive

QUICKIT PRIVATE LIMITED

We&rsquo;re Hiring: Insurance Sales ExecutiveWe are looking for a driven and customer-oriented Insurance Sales Executive to join our growing team. If you have a passion for sales, relationship-building, and helping clients make informed financial decisions, this role is for you.Key Responsibilities<ul><li>Prospect and onboard new clients</li><li>Understand customer needs and recommend appropriate insurance products</li><li>Achieve monthly and quarterly sales targets</li><li>Manage client relationships for renewals and cross-selling</li><li>Ensure compliance with IRDAI and company procedures</li></ul>Ideal Candidate<ul><li>Graduate in any discipline (MBA preferred)</li><li>1&ndash;3 years of experience in insurance/financial sales (freshers with strong communication skills may also apply)</li><li>Excellent communication and negotiation skills</li><li>Self-motivated, target-driven, and professional</li><li>Strong customer focus and relationship management abilities</li></ul>What We Offer<ul><li>Competitive salary with attractive incentives</li><li>Learning and career growth opportunities</li><li>Supportive and performance-driven work environment</li></ul>Interested candidates can send their resume to: samriddhifs25@gmail.com Location: Vadodara Company: Samriddhi Financial ServicesJob Types: Full-time, PermanentPay: &#8377;50,000.00 - &#8377;75,000.00 per monthWork Location: In person

Insurance Executive

<div>
 
 
 Job Title:
 
 Account Manager - AON
 
 
 
 Location:
 
 Riyadh, Saudi Arabia
 
 
 
 
 
 
 
 
 
 Overview:
 
 
 
 The Account Manager serves as the primary liaison between clients and insurers, managing client accounts and delivering tailored insurance solutions. This role is responsible for assessing insurance needs, negotiating with insurers, maintaining compliance with Saudi Arabian regulations, and ensuring service excellence in every client interaction.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 
 1. Client Relationship Management
 
 
 <ul>
 <li>
 Develop and maintain strong relationships with clients, understanding their insurance needs.
 </li>
 <li>
 Serve as the main point of contact for client inquiries, claims, policy renewals, and day-to-day servicing.
 </li>
 </ul>
 
 
 2. Placement
 
 
 <ul>
 <li>
 Analyze client risk exposures and recommend appropriate insurance products.
 </li>
 <li>
 Collaborate with insurance companies to negotiate competitive quotes and coverage terms.
 </li>
 <li>
 Prepare and present proposals, organize policy placements, and manage renewals.
 </li>
 </ul>
 
 
 3. Regulatory &amp; Compliance
 
 
 <ul>
 <li>
 Ensure all activities comply with Insurance Authority (IA) regulations and guidelines for insurance brokers.
 </li>
 <li>
 Maintain proper documentation and records.
 </li>
 <li>
 Stay updated on regulatory changes and their impact on the insurance industry.
 </li>
 </ul>
 
 
 4. Administration
 
 
 <ul>
 <li>
 Prepare reports, maintain client records, and ensure accurate policy documentation.
 </li>
 <li>
 Handle premium collection, invoicing, and resolve account discrepancies.
 </li>
 </ul>
 
 
 5. Business Development
 
 
 <ul>
 <li>
 Identify cross-selling and upselling opportunities.
 </li>
 <li>
 Participate in marketing initiatives, client meetings, and events.
 </li>
 </ul>
 
 
 Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in business, Finance, Insurance, or a relevant field.
 </li>
 <li>
 Proven experience (2+ years) in insurance broking or insurance companies.
 </li>
 <li>
 Good understanding of the insurance market and IA regulatory landscape.
 </li>
 <li>
 Strong negotiation, communication, and presentation skills.
 </li>
 <li>
 Proficiency in Arabic and English.
 </li>
 </ul>
 
 
 
 
 
 
 
 Applicants must be legally eligible to work in Saudi Arabia and will be required to comply with all local labor laws and regulations. Aon is committed to supporting Saudization and encourages Saudi nationals to apply.
 
 
 
 
 
 
 About Aon:
 
 
 
 Aon is a leading global provider of risk management, retirement, and health solutions. Our teams empower clients with innovative solutions, backed by industry expertise and local market knowledge. At Aon, we foster an inclusive and collaborative workplace where everyone is encouraged to bring their best self to work. Join us to make an impact and grow your career as part of a world-class organization.
 
</div>

Account Manager

Pen Pioneer LLC

Full-Time Account Manager (Office-Based &ndash; Denver/Englewood, CO) A well-established, independent insurance agency is seeking a full-time Account Manager to join our growing team in our new Englewood, Colorado office.About Us We&rsquo;re a vibrant and successful agency celebrating our 20th anniversary this October. We specialize in personal lines and are committed to delivering exceptional, personalized service to every client. Our team environment is supportive, energetic, and focused on long-term success.About You You&rsquo;re a high achiever with strong self-drive and a genuine passion for building relationships. You thrive in a fast-paced setting, enjoy engaging with clients, and aren&rsquo;t afraid to pick up the phone for meaningful conversations. If you&rsquo;re motivated to exceed expectations and deliver top-tier service, you&rsquo;ll fit right in.Key Responsibilities<ul><li>Build and maintain strong relationships with assigned clients</li><li>Understand client needs and recommend tailored insurance solutions</li><li>Manage client accounts with accuracy, professionalism, and care</li><li>Identify opportunities for growth, retention, and cross-selling</li><li>Collaborate with internal team members to support agency goals</li></ul>What Makes You Successful in This Role<ul><li>People-oriented: You enjoy connecting with diverse clients and creating lasting relationships</li><li>Problem solver: You excel at finding solutions and overcoming challenges</li><li>Excellent communicator: Strong verbal and written communication skills</li><li>Detail-oriented: Organized and thorough in managing accounts and documentation</li><li>Self-motivated: Driven to meet and exceed goals</li><li>Team player: Works well with colleagues and contributes to a positive environment</li></ul>Qualifications<ul><li>2+ years of experience in an insurance agency</li><li>Required insurance licenses</li><li>Proven experience in account management or sales</li><li>Strong knowledge of insurance products and services</li><li>Proficiency with AMS software and Microsoft Office Suite</li><li>Experience with EZLynx preferred</li></ul>Compensation &amp; Benefits<ul><li>Competitive base salary: $50,000&ndash;$65,000</li><li>Benchmark incentives up to $10,000</li><li>Paid Time Off (PTO)</li><li>Retirement plan</li><li>Professional development and growth opportunities</li></ul>Job Type: PermanentPay: $55,000.00 - $65,000.00 per yearBenefits:<ul><li>401(k)</li></ul>Work Location: In person

Insurance Account Manager

Chennai Urology and Robotics Institute Hospital

Job Summary:The Insurance Executive will be responsible for managing all activities related to patient insurance &mdash; including pre-authorization, claim processing, billing coordination, and liaison with insurance companies and TPAs. The role ensures accurate documentation, timely follow-up, and smooth coordination between patients, clinical teams, and insurers.Key Responsibilities:<ul><li>Coordinate with insurance companies and TPAs for pre-authorization approvals.</li><li>Verify patient eligibility and insurance coverage prior to admission.</li><li>Collect and submit necessary documents for pre-authorization and final claims.</li><li>Ensure correct coding (ICD, procedure codes) and documentation for claim processing.</li><li>Maintain communication between patients, doctors, and insurance desks for status updates.</li><li>Track and follow up on pending claims, rejections, or queries.</li><li>Prepare and maintain daily insurance MIS reports.</li><li>Assist in billing and discharge processes for insured patients.</li><li>Support cashless and reimbursement claim procedures.</li><li>Ensure compliance with hospital and insurance policies at all times.</li></ul>Qualifications &amp; Skills:For Freshers:<ul><li>Bachelor&rsquo;s degree in any discipline (preferably in commerce, healthcare management, or related fields).</li><li>Good communication and interpersonal skills.</li><li>Basic knowledge of MS Office (Word, Excel).</li><li>Eagerness to learn hospital insurance processes.</li></ul>For Experienced Candidates:<ul><li>1&ndash;3 years of experience in hospital insurance desk operations or TPA coordination.</li><li>Familiarity with pre-authorization, claim submission, and insurance software portals.</li><li>Strong follow-up and documentation skills.</li><li>Knowledge of TPA networks and corporate insurance policies.</li></ul>Key Competencies:<ul><li>Attention to detail</li><li>Customer service orientation</li><li>Team coordination</li><li>Time management</li><li>Problem-solving attitude</li></ul>Employment Type: Full-time Salary: As per industry standards and experienceJob Type: Full-timePay: &#8377;10,000.00 - &#8377;20,000.00 per monthWork Location: In person

USI Insurance Services

<div><div><div><div>General Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.
Responsibilities:<ul><li>
Provide proactive, personalized support to assigned Commercial Lines clients.
</li><li>Provide insurance technical expertise to clients and other members of the Account Management team.
</li><li>Responsible for marketing and placement of client Commercial Lines insurance renewals.
<ul><li>With assistance from Account Representatives, prepare client applications for review.</li><li>
Determine most-appropriate carriers for market pricing.</li><li>
Analyze and compare carrier quotes and coverage offerings.
</li><li>Make insurance program recommendations to clients.</li></ul></li><li>
Manage client renewal expirations and avoid any lapse in coverage.</li><li>
Negotiate with carriers on behalf of clients.</li><li>
Process policies, endorsements and audits as needed.</li><li>
Champion client cross-selling initiatives and develop customer accounts.</li><li>
Represent client interests in internal USI account strategy meetings.</li><li>
Delegate administrative client tasks to assigned Account Representatives.
</li><li>Respond to underwriters&rsquo; questions in a timely and professional manner.</li><li>
Maintain a high degree of accuracy in agency management systems.</li><li>
Regular in-person attendance at face-to-face client meetings.</li></ul> 
Knowledge, Skills and Abilities:<ul><li>
5+ years experience in a Commercial Lines agency. College degree preferred.</li><li>
Strong understanding of Property &amp; Casualty insurance.
</li><li>Must hold or be willing to earn Property &amp; Casualty insurance license.</li><li>
Industry designation such as ARM, CIC, CPCU preferred</li><li>
Comfortable with internet-based programs and Microsoft Office products.</li><li>
Knowledge of Sagitta / ImageRight preferred, but not required.</li><li>
Able to work in a fast-paced, team environment with minimal instruction.</li><li>
Keep informed about industry information, technology and trends.</li></ul>
</div></div><div><div><div><div>Why USI?</div><div>
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.</div><div></div><div> 
Unrivaled Resources and Support</div><div>
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage&reg;, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE&reg; represents Omni, Network, Enterprise&mdash;the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.</div><div></div><div> 
Industry-Leading Programs, Rewards, and Recognition</div><div>
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.</div><div></div><div> 
Deep Community Engagement</div><div>
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working together as ONE to build a better future.</div><div></div><div> 
Committed to a Diverse, Equitable, and Inclusive Workplace</div><div>
Our award-winning I&rsquo;m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.</div><div></div><div> 
Nationally Recognized as a Top Insurance Employer</div><div><ul><li>
Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers for the seventh consecutive year (2018-2024).</li><li>
Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).</li><li>
Named to Fortune&rsquo;s 2024 Best Workplaces in Financial Services &amp; Insurance list.</li><li>
Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.</li><li>
Recognized by Newsweek as one of America&rsquo;s Greatest Workplaces for Diversity in 2024</li></ul><div>
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!</div></div></div> 
<div></div>
</div></div><div><div><div>USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.</div></div></div></div></div>

Senior Account Manager - Commercial Lines

Paper Works Printers

Please Read The Job Description Carefully Before Applying. This Job is Not Related To Accounts and Finance Department.Job SummaryWe are seeking a detail-oriented and proactive Insurance Account Specialist to join our dynamic team. This position requires strong communication skills and the ability to work collaboratively in a fast-paced environment. The Insurance Account Specialist ensures that administrative processes are executed efficiently, supporting the Brokers and other team members in delivering exceptional service to clients.Key Responsibilities<ul><li>Assist with day-to-day administrative tasks such as filing, data entry, and managing client records.</li><li>Prepare and maintain accurate documentation for insurance policies, endorsements, and client correspondence.</li><li>Process and distribute internal and external communications, including emails, letters, and reports.</li><li>Support client communications by scheduling appointments, handling basic inquiries, and directing complex issues to appropriate team members.</li><li>Assist in preparing client proposals, policy documents, and renewal notices.</li><li>Update clients on the status of their requests or documents, as directed by licensed team members.</li><li>Manage the collection, organization, and distribution of documents related to insurance policies, claims, and client interactions.</li><li>Maintain confidentiality and security of sensitive client information.</li><li>Assist in coordinating internal meetings, training sessions, and client events.</li><li>Collaborate with other team members to ensure smooth operations and resolve any administrative issues.</li></ul>Periodic Duties<ul><li>Support the preparation of presentations, reports, and other materials for team meetings.</li><li>Generate reports and summaries for internal use, including client activity and policy status.</li></ul>Qualifications &amp; Asset<ul><li>High school diploma or equivalent required.</li><li>Minimum of 1-2 years of experience in an administrative or support role, preferably within an insurance or financial services environment.</li><li>A post-secondary diploma in Business, Finance, Insurance, or a related field preferred.</li></ul>Requirements<ul><li>Proficiency in English; bilingual or multilingual skills are highly desirable.</li><li>Previous experience in customer support, client services, or call center environments is preferred.</li><li>Strong computer skills with a focus on Microsoft Office applications (Excel, Word, PowerPoint).</li><li>Excellent typing skills with attention to detail for accurate data entry.</li><li>Strong communication skills, both verbal and written, to effectively interact with clients and team members.</li><li>Ability to handle cash transactions accurately and responsibly.</li></ul>Technical Competencies<ul><li>Familiarity with insurance management software and CRM systems to perform data entry and manage client information.</li><li>Ability to enter and maintain data accurately, with attention to detail and efficiency.</li><li>Experience in handling, organizing, and processing documents in a professional setting.</li><li>Proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint) for preparing documents, spreadsheets, and presentations.</li><li>Basic understanding of financial and insurance terminology and processes.</li></ul>Person Specification<ul><li>Clear and effective verbal and written communication skills for interacting with clients and team members.</li><li>Ability to provide supportive and responsive service to clients, addressing their needs professionally.</li><li>Strong organizational abilities to manage multiple tasks, prioritize responsibilities, and ensure timely completion of duties.</li><li>Ability to work effectively with colleagues and support the team&rsquo;s objectives and goals.</li><li>Basic problem-solving skills to address and escalate issues as needed, ensuring smooth administrative operations.</li></ul>Working ConditionsWorks primarily in a standard office setting with a typical climate-controlled environment. The role requires periods of sitting, computer use, and participation in meetings or collaborative sessions. Noise levels are generally low, and the position involves minimal physical exertion.Shift Schedule - Monday to Friday, 06:00 p.m. to 02:00 a.m. Please note that it is an In-Person position and requires the candidate to be physically present in our Lahore Office.Job Type: Full-timePay: Rs60,000.00 - Rs70,000.00 per monthApplication Question(s):<ul><li>Are you comfortable working in EST/EDT time zone?</li></ul>Experience:<ul><li>Accounting: 2 years (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Willingness to travel:<ul><li>100% (Required)</li></ul>Work Location: In person

Insurance Account Specialist

Alliant Insurance Services

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
 More information is available on the company's website at: www.alliant.com.
 
SUMMARY
 
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Creates marketing submissions and works with various carriers to obtain quotes as required;
 
May negotiate prices, commissions, and/or coverages with carriers;
 
Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
 
Manages renewal process for expiring policies;
 
Prepares presentations and/or proposals for clients;
 
May participate in client meetings to review coverage;
 
Researches requests for information from Underwriters;
 
Composes correspondence to insureds and/or Underwriters;
 
Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;
 
Binds insurance coverage and prepares binders;
 
Prepares certificate templates;
 
Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
 
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
 
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;
 
Participates in the claims process as necessary;
 
Notifies Brokers and Producers of pertinent information related to client retention;
 
Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
 
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
 
Other duties as assigned.
 
QUALIFICATIONS
 EDUCATION / EXPERIENCE
 
Bachelor’s degree or equivalent combination of education and experience
 
Four (4) or more years related work experience
 
Valid insurance license
 
Must continue to meet Continuing Education requirements for license renewal
 
Encouraged to complete Career Path requirements as communicated by Supervisor
 
SKILLS
 
Excellent verbal and written communication skills
 
Excellent customer service skills, including telephone and listening skills
 
Excellent organization skills with effective time management skills
 
Strong analytical skills
 
Advanced planning and prioritization skills
 
Strong attention to detail
 
Good problem solving skills
 
Ability to work within a team and to foster teamwork
 
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
 
Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency
 
Proficient in Microsoft Office Suite
 
#LI-JP1
 
We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
 For immediate consideration for this position, please click on the “Apply Now" button.
 Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
 If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
 
For more information on Alliant Insurance Service's benefits, click here.

Account Manager (P&C Commercial Lines)

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