Description:
We currently have an opportunity for an Senior Account Executive.
Specific Responsibilities Include
- Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying size and complexity.
- Work to establish and grow substantive relationships with existing & prospective clients to deliver an excellent client experience.
- Schedules and conducts face to face & virtual meetings with clients to annual reviews. Reviews will analyze and evaluate clients’ current insurance and providing feedback and suggestions on program improvement.
- Achieves assigned annual financial metrics focused on retention & revenue growth.
- Understands carrier underwriting appetite and effectively use rating software to market accounts with various carriers prepare and present proposals, as needed.
- Reviewing accurate information on all new prospects/clients by documenting EPIC and updating client information in our agency management system accordingly.
- Additional responsibilities will include cross sell initiatives into your managed book of business as well as on an individual basis.
Please apply to join us if you meet the following requirements:
- 4 year college degree or equivalent work experience
- At least 3-7 years of experience in related position
- Understanding of the Private Client marketplace & carriers
- A Property & Casualty Insurance license
- Insurance designation preferred (CPRIA, CPCU, ARM, CIC)
- EPIC experience preferred
- Ability to manage multiple responsibilities in a deadline driven environment
- Proven ability to work independently and collaboratively with a team
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office Suite