At Centered Insurance Partners, we are redefining the insurance brokerage experience with a seamless, personalized, and empowering approach for our clients. What sets us apart is our strong commitment to broad-based employee ownership—empowering every team member to share in the success we build together, fostering alignment, long-term thinking, and a true sense of partnership. If you’re a driven Account Executive ready to thrive in an ownership culture that rewards initiative, collaboration, and meaningful results, we invite you to bring your expertise to our dynamic team as we continue to expand nationwide.
Basic Overview:
An Account Executive at Centered Insurance Partners is responsible for managing and expanding a diverse book of business with our health care clients while cultivating strong relationships with both clients and insurance carriers. This role focuses on securing new business, renewing existing policies, and offering expert advice on insurance coverage needs.
Scope:
The Account Executive will engage in various activities related to client management, business development, and underwriting, ensuring that clients receive high-quality insurance solutions tailored to their unique requirements. This position may also involve mentoring junior team members and contributing to strategic planning for client accounts.
Responsibilities:
Client Management:
New Business Development:
Renewal and Retention:
Underwriting and Risk Management:
Claims Assistance:
Carrier Relations:
Team Leadership and Mentorship:
Strategic Planning
Qualifications:
· Bachelor's degree and/or a minimum of 3 years of property and casualty insurance experience or a recognized equivalent is required.
· Must hold and maintain appropriate state Property and Casualty Insurance License(s) or obtain such licensing within three (3) months of the hire date.
· Initiate, obtain, and maintain advanced designations such as API, AIS, CIC, or other relevant credentials.
· Demonstrated verbal and written communication skills, including proper grammar, spelling, and punctuation in all correspondence.
· Strong understanding of accounting principles or notable math skills.
· High degree of critical thinking with the ability to solve problems effectively when solutions are not readily apparent.
· Exceptional attention to detail, consistently producing outcomes with minimal errors.
· Ability to adapt quickly to changing directions and priorities in a fast-paced environment.
· Proficiency in a variety of technology, including MS Office.
· Ability to work independently as well as part of a team.
· Compliance with continuing education requirements for agent licensing and professional designations.
· Commitment to staying informed about industry trends, new production information, coverages, and technology.