Associate Account Executive - Physical Damage Insurance

Caterpillar Inc.•Nashville, TN

4d•Onsite

About The Position

Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters. About Cat Financial Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial. Role Definition Assist in managing portfolio volume and profitability for Physical Damage coverage

Requirements

Products and Services: Knowledge of major products and services and product and service groups; ability to apply knowledge of product and service appropriately to diverse situations.
Risk Management: Knowledge of processes, tools and techniques for assessing and controlling an organization's exposure to risks of various kinds; ability to apply knowledge of risk management appropriately to diverse situations.
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Customer/Market Focus: Understanding of the importance of remaining aware of shifting market priorities and ability to respond to internal and external customer needs in a manner that consistently adds value.
Commercial Insurance: Knowledge of commercial insurance products, market segments and marketplaces; ability to enable a more effective application of the insurance organization's business.
Knowledge of Insurance Operations: Knowledge of the full spectrum of activities, practices, tools and considerations for insurance operations; ability to apply knowledge of insurance operations to provide administrative support to the insurance business.
Property and Casualty Insurance: Knowledge of concepts, features and benefits of property and casualty insurance; ability to utilize knowledge of property and casualty insurance in the insurance products development, marketing, sales and other related functions.
Addressing Customer Needs: Knowledge of the principles and practices for addressing customer needs; ability to meet customer needs by offering appropriate products in an appropriate manner.

Nice To Haves

Proficiency in Microsoft Products: Strong experience with Word, Excel, Power BI, and other Microsoft tools to manage and analyze data effectively.
Self-Starter Mentality: Ability to work independently, take initiative, and drive tasks to completion without constant supervision.
Workload Management: Skilled at handling a varied workload and prioritizing tasks based on business needs and deadlines.
Technology Adaptability: Comfortable working across multiple systems and able to quickly learn and pivot to new platforms as needed.
Intellectual Curiosity: Demonstrates a strong desire to learn, explore new ideas, and continuously improve processes and outcomes.

Responsibilities

Assist in advising customers on insurance and risk management, utilizing commercial insurance products to fit customer’s needs.
Assist in initiating renewal process for existing clients, and developing renewal or new business specifications.
Assist in preparing proposals and insurance summaries based on evaluation of client coverage needs.
Assist in the effort to build and maintain strong relationships with clients and insurance carrier representatives and resolving customer inquiries.
Assist in development of programs and products, implementing robust pricing, risk validation, enrollment and documentation processes.