Account Executive - Private Client

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501 - 1000

Description

• Manage client relationship accounts up to $900k in volume revenue and/or more complex accounts. • Develop the service strategy, plan, and processes to meet client needs. • Partner closely with production teams to establish and maintain aligned service offerings and delivery of client needs. • Collaborate with Producers to prepare for and plan client meetings. • Responsible for managing and addressing elevated claims issues. • Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients. • Provide strategic management of new and renewal business risk identification and program design (including contract and claims history review.) • Participate in prospecting activities to both identify and close new business. • Perform thorough contract reviews for clients. • Provide training to Account Managers.

Requirements

• 5+ years of brokerage experience preferred. • Private Client insurance experience required. • CA Property and Casualty Insurance license within 3 months of hire. • Exceptional communication skills: written, public speaking, and presentation preparation. • Professional composure and exceptional customer service skills, diplomacy, professionalism, and tact.

Benefits

• Bonus opportunities • Equity opportunities • 401(k) eligibility • Paid time off (vacation, sick time, parental leave)