Account Executive - Business Insurance
Core
Lead business insurance sales and service execution for a brokerage firm, managing client relationships and expanding the book of business.
Role type
Senior Account Executive (Business Insurance)
Builds
Business insurance policies and risk solutions for corporate clients
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
risk evaluation, financial analysis, sales strategy, client relationship management, coverage design, policy negotiation, carrier relations, program auditing
Preferred skills
Property & Casualty licensing, professional designations (CIC, ARM, CRM, CPCU, CRIS, RPLU), agency management systems (Applied Epic)
Responsibilities
Evaluate client risks and financials to develop insurance solutions; establish and monitor growth/retention strategies for the book of business; cultivate new and existing client relationships; negotiate coverage terms, premiums, and foster carrier relationships; visit clients for renewals and manage account service requirements
Seniority
Senior, hands-on IC