Quote Account Executive

Bachelor’s Degree in Finance or a business-related field, or equivalent knowledge gained through work experience in insurance or finance-related industry
Working knowledge of Microsoft Word, Excel, Outlook, and the Internet

Prepare quote approval packages based on borrower and insurance information sources to present to Senior Management
Build and develop solid agent-client relationships via timely delivery of quotes, contracts and other information as requested or required
Utilize industry/ insurance knowledge and risk analysis tools to independently provide quotes to clients on a timely basis
Communicate effectively and regularly with Sales Representatives and Management to ensure client needs are consistently met and exceeded
Regularly follow up with clients via email and phone to strengthen customer relationships
Perform within company standards for accuracy, service quality and quick turnaround time
Recognize new business opportunities, competitive advantages, and industry trends to add value to existing relationships and grow our customer base
Analyze various daily and monthly reports to achieve sales goals
Provide industry-leading service in all interactions with clients and colleagues
Actively participate in company’s efforts to detect and prevent fraud to mitigate losses

Experience working on the Input One (PBS) platform
Experience working in the Insurance Premium Finance Industry
Office365 (SharePoint, OneNote, Drive, Box, Skype Meeting)
Strong oral and written communications skills to correspond with parties at various levels
Attention to detail and accuracy when relaying and recording information
Quick-thinking, with developed analytical and problem-solving skills
Planning and organizing to achieve timely follow-up and problem resolution
Ability to multi-task on a variety of projects while meeting deadlines and maintaining quality
Bilingual