Cannabis jobs at ABD Insurance and Financial Services

: This position is responsible for development, communication, the service needs for our client companies and for retaining accounts in the Cannabis industry through relationship management.

FROM THE TEAM: We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world. We provide risk management guidance to companies across multiple industries. We promote from within whenever possible and are committed to the professional development of our team members, providing time and funding for courses and seminars. Oh yeah, we like to have fun too!
GENERAL INFORMATION:

• This position is a salaried, exempt and full-time position.
• This position may work from any of ABD’s office locations and remotely.
• This individual reports to the P&C Operations Leader.

WHAT YOU'LL BE DOING

• Manage client relationships accounts at the highest levels of volume revenue and most advanced complexity or specialization. Develop the team service strategy, plan and processes to meet client needs.
• Manages entire service teams or areas of specialization.
• Independently prepare for, plan and conduct client meetings.
• Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients.
• Provide strategic management new and renewal business risk identification and program design (including contract and claims history review.)
• Participate in prospecting activities to both identify and close new business.
• Partner with production teams to establish and maintain aligned service offerings and delivery of client needs.
• Participate in carrier activities.
• Perform as team or subject matter expert and advanced resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products.
• Perform thorough contract reviews for clients.
• Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
  
• May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs)
• Other tasks, duties or special projects as assigned.

WHAT YOU BRING TO THE TABLE

• Excellent negotiation and communication skills: written, public speaking and presentation preparation.
• Professional composure and exceptional customer service skills, diplomacy, professionalism and tact.
• Advanced knowledge of Microsoft Office and its complex features.
  
• Ability to be resourceful, take initiative, solve problems, create solutions and direct process improvements.
• Thrives working with others in a fast paced environment. Excellent management skills. Ability to train, delegate, provide oversight and give feedback.
• Adaptability and flexibility to proactively anticipate and address issues and client needs.
• Exceptional time management skills and the ability to navigate demanding schedules, priorities and volumes.
• Ability to learn, adopt and train use of technology systems and software applications.
• Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
• Advanced at multiple and strategic project planning including extended time management.
• Ability to forge relationships and build trust.

EDUCATION AND EXPERIENCE

• Bachelor’s Degree preferred.
• Minimum of 10 years of brokerage experience.
• Property and Casualty insurance experience required.

CERTIFICATES, LICENSES, REGISTRATION

• CA Property and Casualty Insurance license within 3 months of hire.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Requires moderate to long periods of time sitting at a desk, using computer monitor and keyboard, speaking on the phone, etc.
  
• Requires short to moderate (intermittent) periods of time standing or walking, often to and from meetings that require sitting.
• Requires very occasional lifting of objects (mostly documents, lap top equipment, etc.) that weigh fewer than 20 pounds.
• Requires regular driving and seasonal or intermittent travelling to visit clients and prospects.

ABD is a team of expert advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success.
NOTE: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

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