Account Executive, Risk Management

Job Description:

• Coordinate brokerage teams, risk control, claims, and financial lines to ensure services are delivered and expectations are met
• Establish, drive, and monitor processes and critical timelines for annual client insurance renewals
• Assist with renewal meetings and present results to established client contacts
• Participate in and lead client meetings when necessary
• Understand complex financial analysis and claims data
• Participate in prospect presentation meetings as needed
• Identify and facilitate opportunities for expanded business with existing clients
• Prepare, send, and process complete renewal submissions for marketing
• Analyze quotes for accuracy and prepare spreadsheets of all quotes received
• Assist in data analysis to determine program structure options
• Create client presentations including quotes, spreadsheets, contract comparisons, and other internal marketing materials
• Oversee the implementation process
• Review insurance company documents for accuracy and submit incorrect documents for revision

Requirements:

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 10+ years of commercial insurance work experience with large accounts is required
• Excellent communication skills, both verbal and written
• Strong multitasking and time management skills
• Proficient in Microsoft Office products, including Microsoft Excel, PowerPoint, Word, and Publisher
• AI knowledge is a plus
• AE work and broking/placement experience is a major plus
• Professional appearance and business conduct with strong customer service
• Ability to travel to client and prospect meetings approximately 20% of the time

Benefits:

• Remote work arrangement
• Opportunity to work with a leading insurance broker and advisor
• Opportunity to work with experienced industry talent
• Client and prospect meeting travel opportunities