Middle Market Account Executive
Core
Middle Market Account Executive supporting individuals, families, and businesses with insurance, retirement, and wealth management products.
Role type
Account Executive (Personal Lines)
Builds
Insurance policies and risk management solutions for clients
Domain
Insurance brokerage
Required skills
Client coverage review, exposure analysis, pricing recommendations, carrier product knowledge, account retention, policy administration, carrier relationship management, Microsoft Office proficiency
Preferred skills
None stated
Technologies
EPIC, Microsoft Office Suite
Responsibilities
Review client coverage, exposure, and pricing; solicit additional business and gain referrals; maintain knowledge of carriers and products; handle client problems/questions; update EPIC with account activity; send client confirmation letters
Seniority
Mid-level, hands-on IC