Account Executive
Core
Managing a portfolio of commercial insurance clients, handling renewals, and driving growth through relationship management and business development.
Role type
Senior Account Executive (Insurance Broking)
Builds
Commercial insurance policies and client retention strategies
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Insurance broking experience, Tier 1 Qualification, client relationship management, sales and business development, negotiation, policy placement, risk exposure analysis
Preferred skills
Networking, cross-selling, upselling, proactive business development
Technologies
Microsoft Office (Outlook, Excel, Word)
Responsibilities
Manage full renewal cycle including submission, insurer negotiations, and policy implementation; Identify opportunities to cross-sell and upsell insurance solutions; Build and maintain relationships with insurers, underwriters, and clients; Provide timely advice on policy coverage and risk exposures; Generate new business through networking and referrals; Maintain accurate client records and compliance documentation.