Account Executive
Core
Strategic advisor and account manager for an existing book of business in the Property & Casualty insurance space, focusing on client retention, growth, and solution design.
Role type
Senior Account Executive (Insurance Brokerage)
Builds
Client service delivery strategies, retention plans, and growth initiatives for assigned client portfolios.
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
P&C insurance sales, client relationship management, strategic consulting, negotiation, risk management knowledge, Microsoft Office proficiency, agency management systems (AMS)
Preferred skills
CIC, CPCU, ARM, or CRM designation
Responsibilities
Manage a book of business for client strategy and growth; collaborate with service leadership to design and implement solutions; cultivate relationships with clients, prospects, and carrier partners; represent the firm at trade and industry events; manage commission and fee negotiations.
Seniority
Senior, hands-on IC