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Account Executive-Real Estate
Remote, CA 92612 US
Job Description
- Salary: $120,000-$130,000+ per year, depending on experience
- Work Location: Remote, ideally in MST or PST time zones
- Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
- Responsible for renewal business and soliciting additional lines of coverage
- Services accounts and provides claims assistance as needed
- Completes applications, obtains quotes, negotiates premiums and commissions, prepares proposals and presentations
- Binds coverage, prepares binders, and delegates certificates
- Reviews coverage, identifies deficiencies, and determines appropriate level of coverage
- Meets with clients as needed or directed by the producer
- Reviews accounting history, responds to accounting inquiries, corrects discrepancies, and contacts clients on receivable collections
- Serves as technical expert, assisting department members in resolving complex issues
- 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
- Bachelor’s degree or equivalent combination of education and experience
- 5-10 years of related work experience
- Valid insurance license
- Excellent verbal and written communication skills
- Good problem-solving and time-management skills
- Ability to work within a team and foster teamwork
- Good planning, organizational, and prioritization skills
- Proficient in Microsoft Office Suite
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Dahl Consulting is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other applicable legally protected characteristics.
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