Account Executive - Symphony Build

Company: The Juris Agency
Location: San Francisco
Posted on: January 23, 2025

Job Description:

Symphony Risk Solutions LLCJob OverviewSymphony Risk Solutions seeks the ideal candidate for an Account Executive position within Symphony Build, our specialty business focused on the Real Estate and Construction Industries. This position will manage Symphony Build client accounts and requires the right candidate to be a self motivator and possess a strong work ethic. The specific client accounts focus on large Multi-family and Commercial retail and office portfolios.Salary Range: $60,000.00 - $150,000.00 per yearBenefits:

• Health Insurance
• Paid Time Off
• 401(k) with employer matchingRequirementsEducation, licenses, and certifications
  • A resident Property and Casualty Insurance Broker license
  • Bachelors degree required (associate degree and significant industry experience will be considered in lieu of a bachelors degree)
  • 5 years or more of relevant industry experience is required.Physical DemandsWhile performing the duties of this job the employee is regularly required to sit or stand at a desk. Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment. Occasional bending, reaching, and light lifting (up to 10 lb.) is required. The ability to effectively listen, understand, and communicate by telephone and in person is important to fulfilling the essential functions of the job.This position is a regular full-time in-office position. Occasionally working after hours may be required in order to meet the demands and deadlines associated with the position. The work environment involves the use of typical office equipment such as computer, printer, telephone, etc. in a controlled climate.Travel RequirementsLimited travel is required for this position.Responsibilities
    • Serves as primary client lead for Real Estate business.
    • Manage accounts ranging from middle market to Fortune 1000.
    • Be a self-starter and take "ownership" of client relationships.
    • Prioritize service to clients and colleagues by being honest, timely, and accurate.
    • Manage submissions to insurers, including application preparation.
    • Ability to analyze risk and communicate assessments to clients and colleagues.
    • Consistently provide organized and error-free renewal comparisons/summaries/new business proposals/presentations and other work products to clients/colleagues.
    • Manage new business and renewal quote process.
    • Ability to communicate with colleagues and clients regarding renewal strategy.
    • Service clients by processing policy changes, binding policies, handling billing issues, and providing information for audits.
    • Process requests for certificates of insurance.
    • Prepare premium finance agreements.
    • Proficient use of rating systems, ImageRight, Resource Pro, DocuSign, RightSignature/ShareFile.
    • Make periodic service calls for designated accounts.
    • Perform special projects at the request of clients or management.
    • Thorough understanding of insurance products and services.
    • Excellent written and verbal skills to effectively communicate with colleagues, clients, and insurers to give and receive accurate information.
    • Proficiency of Microsoft products - Word, Excel, Outlook, and PowerPoint.Remote Type: NoJob Type: Full-TimeJob Category: Insurance SalesJob Ad Location: San Francisco, CA 94103, USAbout UsSymphony Risk is a next-generation, full service insurance brokerage, risk management advisory, and employee benefits consulting advisory for the risk and human capital needs of middle market and lower Fortune 500 businesses, private equity firms and alternative asset managers, corporate executives, and high-net-worth families.
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Keywords: The Juris Agency, Santa Rosa , Account Executive - Symphony Build, Accounting, Auditing , San Francisco, California