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Account Executive - Insurance

Pittsburgh, PA 15237

Posted: 07/10/2024 Industry: Professional Job Number: TM946781521

Job Description

Account Executive - Insurance 
North Hills / Ross Township
Monday to Friday: 8:30 am to 5:00 pm
Salary Commensurate with Experience
Benefits offered after probationary period.
Medical – Dental – Vision – 401K with discretionary contribution – Paid Time Off – Cell Phone Stipend – Bonus Opportunity
General Purpose of the Position:
  • This position will be dedicated to nurturing, developing, and maintaining communication efficiency for both new and existing relationships for captive insurance owners.
  • CCMS is a captive manager. As a result, we drive the formation and management of our client’s captive insurance company. Strong organizational and communication skills driving efficiencies between the client, CCMS, the client’s consultant and any potential vendors are mandatory.
  • Captive formation and modification are a highly regulated process that mandates meticulous attention to detail. This can often be a less familiar process for employer executives, and you will provide concierge support during this email, deadline, and requirement process as a member of the captive management team. Attention to detail and follow-up tenacity is another prevailing skillset for this position.
  • Upon captive formation with the executive(s), the communications broaden to additional employer group team members, including Human Resources, Benefits Coordinators and Chief Financial Officers and others, as defined by the captive. This involves answering/engaging in ad hoc client questions, distributing CCMS communications and general customer service issues. Excellent communication, soft skills, prioritization, and troubleshooting cannot be overemphasized for this position.
  • This person will also participate in event planning for captive owners and guests. The ability to travel to national board meetings twice a year may be necessary. These dates and locations are determined years in advance and there is little flexibility.
  • Lastly, we seek a team member who embraces technology which makes the workplace more efficient and easier for all within the circle of communications. This includes usage of secure e-mail applications, MS office suite of applications, Salesforce CRM and other applications.
Essential Responsibilities and Duties:
  • Assist in building and maintaining lasting relationships with prospective and current captive clients and their consultants.
  • Engage in communication and information sharing with clients’ consultants and other designees.
  • Attain, submit, and file documents through completion of signatures by designated.
    • This includes working with the domicile state to ensure all applications are completed and answered to acceptance.
  • Investigate, propose, and manage workflow efficiencies to maintain relationships.
  • Manage the calendars and events for client meetings, board meetings, committee meetings as well as general meeting planning as it involves participating clients.
  • Participate in event planning related to client meetings as well as events for potential clients.
Required Skills:
  • Proven workplace experience as a customer or Client Manager with concierge service.
  • Problem solving, critical thinking and understanding different levels of necessary oversight to assist deadline completion.
  • Work well within a team environment that is client facing.
  • Experience with technology and an ability willingness to test and adapt new products to continue to improve workplace efficiencies.
  • Insurance or financial industry experience.
Education Requirements:
  • A bachelor’s degree in communications or related field.
  • Strong customer service skills
  • Proficiency with telephonic and written communication (not limited to MSOffice, secure emails, and Salesforce)
  • Extreme organization skills capable of helping others meet deadlines and requirements.
  • Detail oriented to identify and validate deliberate nuances in standard contracts.
We are an EOE.

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Sue Ellen Trella

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