Account Executive (P&C Insurance)

About the position

As Account Executive, you will be responsible for managing a book of business while proactively reaching out to ensure client satisfaction/retention. The Account Executive will be a proactive member of our sales team, working hand in hand with our Retail Producers while overseeing an Account Manager & Account Analyst. This is a hybrid position, 3 days/week onsite at the Conshohocken, PA Home Office location.

Responsibilities

• Overall responsibility for overseeing the renewal gathering process, building insurance submission, reviewing quotes, negotiating pricing and terms and presenting renewal proposal.
• Responsible for the retention of book of business and upselling any new lines of coverage.
• Remain in regular contact with clients to understand and meet their needs.
• Review insurance provisions of contracts and make recommendations for changes.
• Mentor and development of team, including Account Manager and Account Analyst.
• Partner with internal claims/risk control resources to coordinate quarterly claims and risk management meetings with insureds.
• Experience in handling technology, real estate, and manufacturing accounts.
• Meet regularly with producer to update, advise, and coordinate strategy for insureds.
• Participate in new business presentations as requested.

Requirements

• Bachelor's degree required, Risk Management & Insurance majors a plus.
• Prior management experience, preferred.
• P&C license required, or to be obtained within the first 90 days of employment.
• Detail oriented with excellent written, verbal and presentation skills.
• Ability to function as liaison with clients, colleagues, and other professional staff.
• Demonstrate teamwork and the ability to support multiple individuals.
• Strong problem-solving skills and ability to work in a fast-paced environment.
• Ability to read, analyze and interpret business reports and make independent decisions.
• Good communication skills.
• Ability to prioritize and possess great time management skills.
• Willingness and ability for limited travel.