Account Executive, Commercial Lines - Professional Services
Core
Develop and grow a portfolio of professional services clients (law, accounting, consulting, engineering, architecture) by delivering tailored insurance and risk management solutions.
Role type
Account Executive, Commercial Lines
Builds
Multi-line insurance solutions for professional services firms
Domain
Insurance brokerage / Professional Services
Deliverable
client delivery
Required skills
business development, new business acquisition, client retention, risk management strategy, negotiation, market analysis, regulatory compliance knowledge
Preferred skills
RIBO license, CIP/CAIB/CRM designations, network of firm administrators and managing partners
Technologies
CRM systems, insurance quoting platforms
Responsibilities
Prospect and close new professional services accounts; build and manage sales pipeline; act as trusted advisor on liability exposure and risk frameworks; lead renewal planning and coverage reviews; maintain relationships with carriers and underwriters; represent the brokerage in industry associations
Seniority
Mid-Senior, hands-on IC