Account Executive, Executive Accounts

Lamb Insurance ServicesNew York, NY
11h

About The Position

The Account Executive will oversee a team of direct reports in the execution of an industry leading Client Services experience to the largest Non-Profit & Human Services clients within Lamb’s book of business. They will play a key role in shaping the direction of our services, enhancing client relationships, and driving business development. This individual will exert their expertise and client-facing skills to facilitate the delivery of exceptional consulting services to our Executive Accounts, ensuring they are well-protected against a variety of liabilities while consequently retaining and increasing revenue to the firm.

Requirements

  • Bachelor’s Degree, advanced degree or professional certifications (e.g., CIC, CPCU, RPLU) preferred.
  • Property & Casualty Insurance License
  • Minimum of 10 years’ experience in commercial insurance, preferably in a retail insurance agency, with at least 5 years of experience in a leadership role.
  • In-depth knowledge of insurance products, policies, and market trends.
  • Familiarity with Applied EPIC.
  • Strong analytical, strategic planning, and organizational skills.
  • Excellent communication and people skills, with the ability to build and maintain client relationships.
  • Demonstrated ability to achieve revenue growth targets.
  • Known as an excellent resource for gathering knowledge and expertise while providing training, guidance, and support within the immediate department to facilitate the growth of a team of insurance professionals.
  • Direct experience and proven results of successful scaling of businesses, with an emphasis on customer trust and loyalty within the insurance landscape.
  • Deep data and analytics orientation

Responsibilities

  • Lead and manage a team of Account Managers, and Assistant Account Managers.
  • Develop and implement strategic initiatives to expand Client Services delivery.
  • Build and maintain strong client relationships, acting as a trusted advisor on insurance matters.
  • Attend client meetings, as needed, both in-person and virtually.
  • Collaborate with other senior leaders to align divisional goals with overall company objectives.
  • Stay abreast of industry trends, regulatory changes, and emerging risks to ensure our services remain cutting-edge.
  • Mentor and develop team members, fostering a culture of continuous improvement, development, and professional growth.
  • Oversee the delivery of high-quality consulting services to Executive Accounts, ensuring their risk management needs are met.
  • Drive account rounding opportunities and contribute to the overall growth of the company.
  • Travel as needed to meet with clients and attend industry events.
  • Lead by Example and demonstrate our Core Values: Work Ethic; Effectivity; Caring; Passion; Humility
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