Account Executive
Core
Account Executive providing high-level expertise, technical detail, and client service to manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies.
Role type
Account Executive (Insurance)
Builds
Insurance coverage strategies and risk management solutions for clients
Domain
Insurance and Risk Management
Deliverable
client delivery
Required skills
Insurance license, knowledge of coverages and carrier guidelines, underwriting expertise, client relationship management, cross-selling new lines of coverage, renewal process management, client management system proficiency, travel ability
Preferred skills
Advanced degree, field certification, RFP experience
Technologies
Client management systems, Microsoft Office Suite
Responsibilities
Build and maintain key client and carrier relationships; Develop and execute comprehensive client service plans addressing business needs and risk goals; Coordinate internal/external activities for new and renewal accounts; Seek cross-sell opportunities and suggest new coverage lines; Monitor and manage renewal processes; Lead marketing of accounts; Prepare and deliver marketing information and forms; Conduct relationship management meetings and visits; Assist clients with administration, billing, and claims issues; Mentor team members