Account Executive

📌 Core Information

🔹 Job Title: Account Executive

🔹 Company: We Insure, LLC

🔹 Location: Sunrise, Florida, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Managing the renewal and retention process of client insurance policies
• Maintaining operational efficiency and accuracy in client servicing
• Collaborating with clients, agents, underwriters, and finance companies
• Ensuring compliance with necessary documentation requirements

ASSUMPTION: The role requires proactive client engagement and operational excellence to enhance client retention and satisfaction.

📋 Key Responsibilities

✅ Process and manage renewal bind requests with complete documentation

✅ Complete renewal applications and DE forms in compliance with guidelines

✅ Handle policy re-shops and rewrites to secure optimal client coverage

✅ Monitor compliance of policy documentation within defined timelines

✅ Support Agent of Record updates and manage payment plans with finance companies

✅ Maintain up-to-date client records ensuring accurate documentation

✅ Address client queries on renewals, payments, and policy changes

ASSUMPTION: The role demands constant communication and coordination across multiple stakeholders to ensure seamless policy management.

🎯 Required Qualifications

Education: Not specified

Experience: Minimum of 2 years in insurance account management or customer service

Required Skills:

• 220 or 2044 insurance license
• Understanding of insurance policies and renewals
• Proficiency with insurance management software

Preferred Skills:

• Experience with QuoteRush and Applied Epic software
• Familiarity with the Florida home insurance market

ASSUMPTION: Candidates with strong insurance software skills and regional market knowledge will find it easier to transition and perform effectively in this role.

💰 Compensation & Benefits

Salary Range: Not specified; competitive within industry standards

Benefits:

• Medical, Dental, Vision, and Life Insurance
• 401K Match and Flexible Spending Account
• Employee Support Programs including mental health services

Working Hours: 40-hour workweek with potential remote and hybrid opportunities

ASSUMPTION: Competitive benefits package enhances the appeal for prospective employees seeking work-life balance and career development opportunities.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance, providing access to numerous carriers for optimal customer pricing

Company Size: Approximately 65 employees, supportive for personalized career growth and engagement

Founded: 2008

Company Description:

• Independent agency with extensive carrier access for optimal insurance solutions
• Renowned for exceptional customer service and community engagement
• Led by Yunier Ruiz, celebrated for leadership and customer focus

Company Specialties:

• Insurance brokerage
• Customer-centric service
• Cost-saving solutions

Company Website: weinsureagency.com

ASSUMPTION: The company emphasizes community engagement and a broad range of insurance offerings to maintain customer satisfaction and growth.

📊 Role Analysis

Career Level: Intermediate professional with a focus on managing customer relationships

Reporting Structure: Reports to the National Sales Center leadership

Work Arrangement: On-site in Sunrise, Florida, with some hybrid flexibility

Growth Opportunities:

• Increased responsibility in account management
• Leadership development through company growth initiatives
• Networking with industry professionals

ASSUMPTION: Demonstrated success in this role could lead to leadership positions within the company through visible contributions and initiative.

🌍 Location & Work Environment

Office Type: Modern office with a focus on collaboration and customer engagement

Office Location(s): Sunrise, Florida; headquarters in Pembroke Pines, FL

Geographic Context:

• Located in bustling South Florida with a vibrant business environment
• Strong local insurance market with unique regional opportunities
• Access to numerous recreational and cultural amenities

Work Schedule: Standard business hours with flexibility for client demands

ASSUMPTION: The Sunrise location provides a dynamic environment suitable for individuals keen on engaging in a high-growth market.

💼 Interview & Application Insights

Typical Process:

• Initial resume screening
• Telephone or virtual interview for preliminary assessment
• On-site interviews for in-depth evaluation

Key Assessment Areas:

• Technical knowledge in insurance
• Customer service and communication skills
• Problem-solving abilities and attention to detail

Application Tips:

• Emphasize relevant experience and skills in insurance
• Prepare to discuss specific examples of customer service excellence
• Demonstrate understanding of the Florida home insurance market

ATS Keywords: Insurance Account Management, Customer Service, Policy Renewals, Detail-Oriented

ASSUMPTION: The interview process likely prioritizes candidates with proven insurance industry expertise and customer-focused management skills.

🛠️ Tools & Technologies

• QuoteRush
• Applied Epic
• Standard office productivity tools

ASSUMPTION: Familiarity with proprietary insurance management software is crucial, as it directly impacts operational efficiency.

👔 Cultural Fit Considerations

Company Values:

• Commitment to customer satisfaction
• Growth and development for employees
• Innovation in insurance solutions

Work Style:

• Collaborative and client-focused
• Proactive problem-solving in high-stakes environments
• Detail-oriented with a results-driven approach

Self-Assessment Questions:

• How well do I adapt to rapidly changing environments?
• Can I effectively manage client relationships and expectations?
• Am I proficient in using insurance management software?

ASSUMPTION: Candidates who are adaptable, proactive, and client-focused will thrive in this role and contribute positively to the company culture.

⚠️ Potential Challenges

• Meeting deadlines for complex policy renewals
• Navigating regulatory compliance across multiple jurisdictions
• Managing high volumes of client interactions
• Balancing detailed documentation with customer engagement

ASSUMPTION: The role demands high organizational skills and the ability to multitask effectively under pressure.

📈 Similar Roles Comparison

• Broader region-based account roles, without strict state-specific expertise requirements
• Roles with more emphasis on new client acquisition rather than retention
• Positions in larger companies with less personalized client interactions

ASSUMPTION: The specialized focus on Florida insurance market and client retention differentiates this role from other account positions.

📝 Sample Projects

• Initiating renewal processes for high-net-worth clients
• Developing a compliance checklist for policy updates
• Designing a customer feedback mechanism for service enhancement

ASSUMPTION: Sample projects often emphasize customer engagement and efficiency improvements in policy management.

❓ Key Questions to Ask During Interview

• What are the biggest challenges in the renewal process that the team faces?
• How does the company support professional development in the account management team?
• How is customer feedback integrated into service improvements?
• What are the expected outcomes for the first 90 days in this role?
• Could you describe the team dynamics and collaboration style?

ASSUMPTION: Asking tailored questions can reveal insights about team culture and performance expectations, facilitating better fit assessment.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the company website: Apply Here
• Ensure your resume highlights relevant experience and skills
• Prepare for the initial interview by reviewing typical assessment areas
• Follow up with a personalized thank you note post-interview
• Demonstrate genuine interest in the company’s values and community presence

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.