About The Position

The Senior Account Executive manages client relationships day to day and develops strong partnerships with clients and carrier representatives. As the lead consultant and primary point of contact, this role provides strategic guidance and oversight across client service. The position independently prepares applications, specifications, and marketing strategies for assigned account renewals with minimal supervision. It supports middle-market clients and may manage large, complex accounts with significant premiums and multifaceted insurance programs, including clients in construction, human services, and municipal sectors. This is a full-time remote role with standard work hours Monday through Friday, 8:00 a.m. to 5:00 p.m. Eastern Time. Remote employees must have a confidential, uninterrupted workspace, secure company equipment and correspondence, and reliable high-speed internet. They are expected to be present and responsive online and minimize personal interruptions during their work shift.

Requirements

  • More than 10 years of industry and product line experience.
  • Property & Casualty Broker’s License.
  • Surplus Lines license and/or demonstrated experience managing surplus lines placements and compliance filings, as applicable by state.
  • Strong written and verbal communication skills.
  • Advanced Excel skills, including the ability to analyze and present data.
  • Confidence in making sound independent decisions.
  • Strong interpersonal skills and ability to work across diverse personalities.
  • Strong leadership and organizational skills.
  • Ability to analyze and reconcile financial reports.
  • Problem-solving and analytical skills.
  • Ability to handle situations calmly, courteously, and professionally.

Nice To Haves

  • BA/BS degree preferred.
  • CIC, CPCU, or another Property & Casualty designation preferred.

Responsibilities

  • Manage client relationships using a consultative approach and deliver tailored insurance solutions.
  • Build and maintain relationships with clients and carrier partners through regular communication and client visits.
  • Negotiate renewal terms, conditions, coverage limits, and pricing with carriers and wholesalers.
  • Serve as the primary point of contact for assigned accounts with minimal supervision.
  • Manage the renewal process for assigned clients and ensure timely execution.
  • Partner with the claims team to support client needs and resolve issues.
  • Apply expertise in multiline accounts with complex coverages, including retrospective rating plans for large lines of coverage and foreign packages.
  • Use EPIC to ensure policies, endorsements, surplus lines, and other details are handled according to NFP workflows.
  • May direct Account Managers’ workflows and daily activities to ensure timely completion of tasks.
  • Keep clients informed about relevant market trends, carrier updates, and regulatory changes.
  • When working from home, maintain a private workspace, secure company equipment and correspondence, maintain high-speed internet, remain responsive online, and minimize personal interruptions during work hours.

Benefits

  • Paid time off (PTO)
  • Paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health and wellness programs
  • May be eligible for performance-based incentives
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