Account Executive | Property & Casualty
About The Position
The Account Executive will be responsible for building and maintaining client relationships, meeting specified client retention goals, and coordinating client activities within the client services team. This role requires a strong understanding of the client's business and strategic priorities, as well as the ability to develop and execute renewal and marketing strategies. The Account Executive will manage the new client implementation process, conduct analysis, and present recommendations to clients. They will serve as a valued advisor, building strategic relationships with key decision-makers, and negotiating renewals with carriers. Additionally, the role involves educating clients on legislation and market trends, monitoring clients, providing innovative solutions, participating in RFPs, and identifying opportunities for additional services. Compliance with regulatory guidelines is essential, and additional responsibilities may be assigned.
Requirements
- High School Diploma or GED required
- Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
- Must maintain current required licenses and certifications relevant to the field of expertise
- Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding
- Expertise in managing clients with alternative funding arrangements
- Proficient use of applicable technology
- Expert knowledge of state and federal legislation
- Set priorities and manage workflow to ensure efficient, timely, and accurate deliverables
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Advanced problem solving and critical thinking skills
- Must be able to travel based on client and business needs
Nice To Haves
- Bachelor's degree
- Professional designations
- Property & Casualty license
Responsibilities
- Build and maintain client relationships, meeting specified client retention goals
- Coordinate and direct assigned client activities within client services team
- Develop a strong understanding of the client's business and strategic priorities
- Develop and execute the renewal and/or marketing strategy in accordance with client instructions
- Manage new client implementation process
- Execute solid analysis, delivering creative and practical solutions for clients
- Lead and coordinate the evaluation of marketing results, develop, and present recommendations to the client
- Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers
- Negotiate renewal action with carriers based on client needs
- Educate clients on applicable legislation and market trends
- Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
- Participate in RFP process and finalist presentations
- Identify and propose additional services to existing clients
- Ensure compliance with all regulatory guidelines
- Additional responsibilities as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
