Top Financial Analysis Executive jobs in Boise, ID

Job Description

Join Mustard Seed Financial & Insurance, a reputable insurance agency in Meridian, Idaho, as our Commercial Lines Account Executive. At Mustard Seed, we have built a strong foundation of trust and integrity with our clients, and we are seeking an experienced professional to join our team.

In this role, you will be responsible for managing a portfolio of commercial insurance clients. You will have the opportunity to build strong relationships with businesses in the local community and provide them with personalized insurance solutions. As a Commercial Lines Account Executive, you will play a key role in helping businesses protect their assets and mitigate risks.

At Mustard Seed, we value collaboration and teamwork. You will work closely with our sales team and underwriters to ensure that our clients receive the best coverage options. We provide a supportive and inclusive work environment where everyone's contributions are valued.

If you are a motivated and client-focused professional with a passion for insurance sales, we would love to hear from you! Join our team at Mustard Seed Financial & Insurance and take your career to the next level.

Benefits

Responsibilities

Client Management: Build and maintain strong relationships with commercial clients, serving as their trusted insurance advisor.

Policy Analysis: Conduct thorough analysis of client risks and needs to provide comprehensive insurance solutions.

New Business Development: Prospect and generate leads to expand the agency's book of business.

Policy Review: Conduct regular policy reviews to ensure clients have appropriate coverage as their businesses evolve.

Claims Support: Assist clients throughout the claims process, providing guidance and advocating for their best interests.

Requirements

Experience: Minimum of 3 years of experience in commercial lines insurance sales or account management.

Licensing: Valid state insurance license for Property & Casualty or willingness to obtain it within 90 days of employment.

Product Knowledge: Strong understanding of commercial lines insurance products, coverages, and underwriting guidelines.

Relationship Building: Excellent interpersonal and networking skills, with the ability to build and maintain strong relationships with clients and underwriters.

Negotiation Skills: Proven ability to negotiate terms, premiums, and policy conditions with underwriters to secure the best coverage and pricing for clients.

Organizational Skills: Highly organized and detail-oriented, with the ability to effectively manage multiple priorities and deadlines.

Team Player: Collaborative and supportive team member, willing to share knowledge and expertise to contribute to the success of the agency.