Account Associate

Account Associate

• Meets assigned expectations for profitability.
• Solicits business from new and inactive clients.
• Identifies, pursues, and develops potential markets, partners, and channels of distribution.
• Analyzes, evaluates, and accepts risks.
• Prepares quotations, formal/written proposals, and/or requests for documentation for accounts.
• Monitors accounts for the renewal of assigned accounts.
• Ensures that all policy details are complete, updated, and/or correct before requesting them for issuance.
• Bachelor's degree in Business Administration, Marketing or any related course.
• At least 1 year experience in the same role.

Account Associate (Advanced)

• Meets assigned expectations for profitability.
• Solicits business from new and inactive brokers.
• Assists in the development of inactive but potential brokers.
• Develops and expands...