Senior Account Executive - FINPRO
Core
Manage a portfolio of small to medium commercial and corporate accounts, ensuring high-quality service, revenue targets, and claim settlement support.
Role type
Senior Account Executive (Financial Lines)
Builds
Long-term client relationships and equitable claim settlements
Domain
Insurance Broking / Financial Lines
Deliverable
client delivery
Required skills
Commercial acumen, account retention strategies, knowledge of financial lines policies, understanding of insurance legislation (Agents & Brokers Act, Insurance Contracts Act, etc.), portfolio management
Preferred skills
Proactive service delivery, solution-oriented thinking, adaptability in fast-paced environments
Technologies
Insurance policy platforms, claims negotiation tools
Responsibilities
Achieve service standards and revenue/expense budgets, foster relationships with key client decision makers, assist in negotiating equitable claim settlements, monitor political and management changes affecting client accounts, stay abreast of new technical and product developments
Seniority
Senior, hands-on IC