Senior Account Executive - Financial Institutions

October 31

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501 - 1000 employees

💸 Finance

☁️ SaaS

Description

• Responsible for development, communication, and service needs for Financial Institution client companies. • Retaining large, complex accounts through relationship management. • Manage and retain client relationships as a trusted advisor. • Assess client’s risk profile to determine risk and insurance needs. • Develop and nurture market and carrier relationships. • Conduct client meetings and manage service offerings. • Broker and negotiate Property/Casualty and Executive Risk insurance lines. • Manage preparation of new business RFP’s and renewals. • Provide strategic management for risk identification and program design. • Participate in prospecting activities for new business.

Requirements

• Excellent negotiation and communication skills: written, public speaking and presentation preparation. • Professional composure and exceptional customer service skills, diplomacy, professionalism and tact. • Advanced knowledge of Microsoft Office and its complex features. • Ability to be resourceful, take initiative, solve problems, create solutions and direct process improvements. • Thrives working with others in a fast paced environment. • Excellent management skills. • Ability to train, delegate, provide oversight and give feedback. • Adaptability and flexibility to proactively anticipate and address issues and client needs. • Exceptional time management skills and the ability to navigate demanding schedules, priorities and volumes. • Ability to learn, adopt and train use of technology systems and software applications. • Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines. • Advanced at multiple and strategic project planning including extended time management. • Ability to forge relationships and build trust.

Benefits

• Offers Equity • Offers Bonus • Includes full range of medical, financial, and/or other benefits • 401(k) eligibility • Various paid time off benefits, such as vacation, sick time, and parental leave