Sr. Account Executive - Private Client Services
Core
Managing client insurance programs, processing documentation, and facilitating renewals for private clients.
Role type
Senior Account Executive (Insurance)
Builds
Client insurance programs and renewal documentation
Domain
Insurance / Private Client Services
Required skills
Insurance program design, carrier negotiation, Acord application creation, account receivables management, client relationship management, policy analysis, regulatory compliance (CIC/CPRM), agency management system proficiency
Preferred skills
Bachelor's degree, CIC/CPCU/CPRM designations, 7+ years experience without designations, commercial lines knowledge
Technologies
Acord, Silverplume, agency management systems, carrier rating programs
Responsibilities
Process client insurance documentation and renewals, act as primary contact for clients and producers, negotiate costs and program design with carriers, prepare proposals and insurance binders, manage accounts receivables and direct billing, coordinate client meetings and presentations, mentor junior team members
Seniority
Senior, hands-on IC