Account Executive
Core
An insurance broker managing and growing a book of personal and commercial lines business by providing expert risk advice and building long-term client trust.
Role type
Senior Account Executive (Insurance Broker)
Builds
Personal and commercial lines insurance portfolios
Domain
Insurance broking (short-term insurance)
Deliverable
client delivery
Required skills
lead generation, networking, risk profiling, market analysis, claims management, portfolio management, regulatory compliance, professional development
Preferred skills
none stated
Technologies
none stated
Responsibilities
Win new business through lead generation and networking, manage and grow existing client portfolios, provide expert advice on risk mitigation and valuations, handle new business, endorsements, cancellations, and renewals, support clients through claims, maintain accurate electronic records and age analysis
Seniority
Senior, hands-on IC