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Role Description
The Insurance Account Executive Senior I possesses a high degree of product knowledge and technical expertise. They act independently with full responsibility for service and retention of a designated book of business including large, complex accounts.
- Develop and maintain client and carrier relationships
- Direct new business and renewal marketing activities
- Seek account rounding and referral opportunities
- Prioritize effectively and respond in optimal time frames while working in a fast-paced environment
- Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries
- Conduct regular exposure analysis and risk reviews with clients and prospects
- Lead the end-to-end marketing process for new and renewal business
- Collaborate with clients and carriers to gather necessary data and negotiate coverage terms
- Review and present carrier quotes, ensuring alignment with client needs and agency standards
- Prepare and deliver proposals and policy documents within established timelines
- Maintain accurate client and policy data in agency systems
- Identify and pursue account rounding, cross-sell, and referral opportunities
- Support new business prospecting efforts and contribute to agency growth initiatives
Qualifications
- Bachelor’s degree
- Active Property & Casualty Insurance License
- 7+ years experience managing a P&C commercial book of business
Requirements
- Advanced insurance designation (e.g., CIC, CPCU, ARM) or equivalent
Company Description
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