Senior Account Executive

Senior Account Executive

Requirements

• Minimum of 2 years of experience in Brokerage or Insurance Industry
• Bachelor’s degree required
• Prescribed: Minimum requirements for state P&C and/or surplus line licenses
• Preferred: Certified Insurance Professional (CIP)

Responsibilities

• Develops and maintains strong relationships with strategic clients and provides guidance on investment portfolios and financial planning.
• Manages the entire lifecycle of client accounts, from onboarding to maintenance and identifies opportunities for account growth and additional services.
• Evaluates and manages risks associated with client accounts and implements advanced risk mitigation strategies in collaboration with risk management teams.
• Reviews new business strategies in collaboration with brokers, including proposals and presentations for new client opportunities.
• Oversees renewal reviews to provide the client with the optimal solution in the coverage of their assets and the retention of the client.
• Reviews market submissions and prepares cover letters for agents and reviews received policies and documents to ensure accuracy.
• Reviews client account documentation for accuracy and prepares reports on account performance, transactions, and other metrics.
• Resolves complex client issues, escalates problems and collaborates with internal teams to find innovative solutions.
• Optimizes the use of brokerage platforms and trading systems for efficiency and collaborates with technology teams for system enhancements.
• Ensures adherence to industry regulations and internal compliance policies and oversees compliance reporting and responses to regulatory inquiries.
• Mentors a team of account executives and provides training on account management, brokerage systems and tools.

Preferred Qualifications

• Bachelor’s degree in Business Administration, Sales, and Risk Management preferred
• Any other related discipline or commensurate work experience considered