Account Executive

001 Brown & Brown, Inc; Tampa, Hershey (FL, PA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health benefits

401k

Tuition reimbursement

Student loan assistance

Mental health & wellness

Paid time off

Job summary

Protector Plans in Tampa, FL is seeking an Account Executive to perform sales and technical functions for retention and cross-selling of professional liability and related coverages. The role includes securing underwriting information, reviewing quotes, and binding coverage upon insured request.

Responsibilities include renewal applications, communicating with carriers, preparing proposals, and maintaining strong carrier and client relationships to grow revenue.

Qualifications

• HS Diploma or equivalent required; college degree preferred.
• Typing speed 40 wpm.
• Proficiency with Word, Excel, Applied Epic.

Responsibilities

• Maintain a renewal book of professional liability and miscellaneous coverage for Podiatrists and other Physicians.
• Initiate renewal applications for appropriate carriers for insureds.
• Review applications submitted for renewals and process to appropriate carriers.
• Secure underwriting information and coordinate with carrier for quotes, binding coverage and handling all aspects of customer service on bound business.
• Present proposal to insured via e-mail or fax and follow up to seek bind order on account.
• Process through to carrier all correspondence requesting changes, cancellations, requests for binders, and certificates.
• Create and process Finance Contracts for accounts requiring premium financing.
• Establish and build carrier and customer relationships via phone/written correspondence.
• Assist with development and acquisition of new business revenue from new and existing clients and provide high level of client service.
• Manage client relationships to grow the book of existing accounts, providing insurance solutions.
• Represent organization at industry trade shows and events, including exhibiting.
• Research client inquiries using internal/external systems and prepare real-time responses.
• Prepare marketing strategy information and market the account to insurance carriers.

Skills

Typing 40 wpm

Strong communication

Customer service

Sales aptitude

Education

HS Diploma or equivalent

College degree preferred

Tools

Word

Excel

Applied Epic

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Protector Plans is seeking an Account Executive to join our growing team in Tampa, FL. The Account Executive will perform sales and technical functions for retention and cross-selling of Podiatrist professional liability, cyber liability and miscellaneous professionals. This includes reviewing account submissions and securing underwriting information, reviewing underwriter quotes, preparing proposals, and requesting binding through underwriter upon receipt of written request from insured.

How You Will Contribute:

• Maintain a renewal book of professional liability and miscellaneous coverage for Podiatrists and other Physicians.
• Initiate renewal applications for appropriate carriers for insureds.
• Review applications submitted for renewals and process to appropriate carriers.
• Secure required underwriting information and coordinate with carrier for quotes, binding coverage and handling all aspects of customer service on bound business.
• Present proposal to insured via e-mail or fax and follow up to seek bind order on account.
• Process through to carrier all correspondence requesting changes, cancellations, requests for binders, and requests for certificates.
• Create and process Finance Contracts for accounts that require premium financing.
• Establish and build carrier and customer relationships via phone and/or written correspondence.
• Responsible for assisting with development and successful acquisition of new business revenue from new and existing clients and providing a high level of client service to assigned accounts.
• Manage client relationships to help grow the book of existing accounts, providing and recommending the most appropriate insurance solutions.
• Represent the organization at industry trade shows, conferences, and professional events, including exhibiting at booths, engaging with attendees, and promoting services and programs, as appropriate.
• Complete necessary research on client inquiries using multiple internal and external vendor systems and resources and prepare responses in real time.
• Prepare marketing strategy information and market the account to insurance carriers.

Licenses & Certifications:

State of Florida License (2-20 P&C) required.

Skills & Experience to be Successful:

• HS Diploma or equivalent is required; Prefer a college degree.
• Skill and ability to type 40 wpm.
• Operate office equipment and a PC, use computer software to include, but not limited to, Word, Excel, Applied Epic.
• Knowledge of good business practices and office procedures.
• Ability to exercise prudent judgment in adhering to business and personnel guidelines.
• Ability to be a passenger on a plane, drive a motor vehicle, rent a motor vehicle, and maintain a good driving record.

Teammate Benefits & Total Well-Being:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

At Arrowhead Programs, growth starts with our people — shaped by an inclusive culture, sparked by innovation and driven by a shared goal to make an impact. Here, you’ll find a collective of independently driven program administrators and managing general underwriters, united by a commitment to delivering one of the most diverse portfolios of niche insurance solutions in the industry. It takes a range of strengths and perspectives to create specialized solutions — and at Arrowhead Programs, every role plays a part in our success. Whether you’re just starting out or taking the next step in your career, this is a place where your work drives progress. If you’re looking for a company that values curiosity, creativity and collaboration, you’ll find your next chapter here. Own your future. Help shape ours.