Account Executive

November 28, 2024

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AGIA Affinity

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AGIA Affinity is a company that develops, markets, and administers innovative benefit programs aimed at helping organizations engage and retain customers, members, or employees. Established in 1956, AGIA is known for its powerful and customer-centric solutions that deliver tangible business value, driving revenue and enhancing company culture for its partners. The company leverages modern technology platforms to automate processes and provide seamless digital customer experiences. AGIA's programs are designed to improve engagement and add incremental revenue through enhanced target audience interaction. With a focus on bespoke solutions, AGIA assists clients in revitalizing stagnant programs, increasing program growth, and transforming insureds into long-term member value, thus positioning itself as a leader in the benefits market.

EA+ • Affinity groups • Rescue 360 • Worldwide Rescue and Security • Device Guard

201 - 500 employees

Founded 1963

🤝 B2B

👥 HR Tech

☁️ SaaS

📋 Description

• The Account Executive supports the Business Unit President and is responsible for all customer service functions. • The Account Executive speaks daily with customers, fielding questions and processing endorsements, invoices, and policies. • The Account Executive meets periodically with customers to conduct program reviews, discuss policy terms and conditions, and ensure overall customer satisfaction. • The ideal candidate develops trusted relationships with customers and recognizes gaps in coverage to see opportunities to increase revenue through upselling, cross-selling, and innovation. • The ideal candidate will support the business unit leader in the reporting of new and renewal business flow, hit ratios, and market intelligence. • The ideal candidate will represent the business unit at trade shows and industry events.

🎯 Requirements

• Minimum 2-3 years of insurance Account Management experience. • Experience in MGA/MGU or brokerage environments preferred. • Bachelor’s Degree from an accredited institution preferred. • Licensed in or willing to obtain within 6 months of hire Accident & Health and/or Life & Health in state of domicile. • Familiarity with specialized retail agencies across the country. • Preferred but not required knowledge of A&H coverage including Blanket Accident, Special Risk, Student Accident, CAT Coverage, International Travel policy language, and risk management concepts. • Proficiency with Microsoft suite and ability to learn new policy administration systems to perform the job efficiently.