Account Executive (Insurance Broker)
Core
Entry-level Account Executive supporting senior brokers in portfolio management, risk program implementation, and client relationship development for the Risk Management and Corporate team.
Role type
Entry-level Account Executive (Insurance Broker)
Builds
Risk management and insurance programs
Domain
Insurance broking and risk management
Deliverable
client delivery
Required skills
Portfolio management, risk program development, client relationship management, product identification, policy administration, invoice processing, premium calculation, negotiation, problem-solving
Preferred skills
Financial services experience, Tier 1 FSRA qualification, account management knowledge
Technologies
Microsoft Office
Responsibilities
Support senior brokers with portfolio management; assist in developing and managing risk management and insurance programs; establish and maintain long-term relationships with key decision makers; process invoices, policy accounting, quotations, and premium calculations; liaise with clients, underwriters, and claims managers.
Seniority
Entry-level, aspiring broker