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in Walnut Creek, CA

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Hours Full-time, Part-time
Location Walnut Creek, California

About this job

Job Title:

Account Executive 3 / Team Lead - C

Job ID Number:

5122535

Schedule Type:

Reg-Time

Work Hours:

40

Location:

Walnut Creek,CA

Qualifications:

Wells Fargo Insurance Brokerage and Consulting (IBC) is a national broker and by far the largest bank-owned brokerage in the U.S. Our Construction team in the San Francisco Bay Area is growing with the ongoing building boom and is an exciting place to work. We need your expertise!

Our team is well known for serving some of the largest contractors building high rise commercial and residential buildings in the Bay Area and for the great support we provide to their business. We need a strong, experienced AE who has leadership skills and the ability to mentor our team comprised of both developing and mature professional talent.

General Account Executive 3 -- Commercial duties:Responsible for account management of the largest and most complex commercial property and casualty accounts. Works at a strategic level to develop and retain consultative, partnership relationships with customers/ prospects. Develops, executes and monitors comprehensive customer service plans that reflect the customer's business and risk management goals. Responsible for marketing including advising customers regarding renewals and recommending coverage/ products/risk control approaches. Contributes to new business development, identifies cross-sell opportunities and may seek referrals from existing customers. May act as team lead, including some supervisory responsibilities.

7+ years insurance experience. Demonstrated ability to manage the largest and most complex commercial property and casualty accounts, effectively market to carriers and customers, develop and maintain strong working relationships with customers and prospects, excellent verbal and written communications skills. Insurance license for designated insurance line required within 6 months of hire, considering state law restrictions. Microsoft Office Suite experience required. Prior experience working on Construction and/or Real Estate accounts Ability to lead and manage a team including mentoring, team member development and analytics related to workload, staffing and performance management. Demonstrated collaboration abilities.