Senior Account Executive
Core
Service and monitor middle market insurance accounts, primarily in real estate, hospitality, or retail sectors, evaluating coverages and managing account activity.
Role type
Senior Account Executive (Commercial Lines)
Builds
Insurance policies, proposals, and certificates of insurance for middle market clients
Domain
Insurance brokerage / Commercial Lines
Deliverable
client delivery
Required skills
Real estate experience, loss analysis, SIRs, Retrospective Rating, contract review, proposal formulation, compliance auditing, multi-unit account management
Preferred skills
Hospitality or restaurant account servicing experience
Technologies
Word, Excel, PowerPoint
Responsibilities
Service and monitor unit accounts, evaluate existing coverages, review contracts and policies, prepare specifications and applications, handle client visits, attend staff meetings, pursue professional development
Seniority
Senior, hands-on IC