AVP, Account Executive, Financial Lines
Core
Manage placement, marketing, and advisory services for private company clients to meet production goals.
Role type
Senior Account Executive (Financial Lines)
Builds
Insurance policies and capital market solutions for private companies
Domain
Insurance brokerage and capital markets
Required skills
Financial lines insurance expertise, client relationship management, negotiation, complex financial analysis, claims data analysis, Microsoft Office proficiency, state-specific licensing
Preferred skills
Experience in private company insurance, team collaboration
Responsibilities
Manage renewal processes and new business preparation, negotiate with internal and external groups, lead client meetings, analyze quotes and prepare marketing materials, submit sold business to insurance markets, review issued documents for accuracy
Seniority
Senior, hands-on IC