Job Description

Account Executive

The Account Executive leads the execution and servicing of assigned accounts, coordinating with internal and external stakeholders. Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. Partners with Brokers or Underwriters to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business.

Key Responsibilities

• Manage accounts through the full lifecycle, including submission, quoting, binding, and ongoing servicing
• Coordinate internal resources and stakeholders to ensure timely and effective placement and execution
• Support production goals by promoting new and renewal business and identifying opportunities for growth and expanded coverage
• Negotiate coverage terms with underwriters, including pricing, deductibles, enhancements, and exclusions
• Prepare coverage recommendations and solutions for agents based on risk analysis and market conditions
• Execute post-bind servicing activities, including documentation processing, policy validation, and management of renewals, cancellations, and endorsements

Education and Experience

• Bachelor's degree or equivalent experience preferred
• Experience within wholesale insurance, including account handling and marketing responsibilities
• Experience expectations increase across the career path, with greater accountability for account ownership and complexity

Certifications, Licenses, Registrations

• Current state-specific insurance license required. Additional professional designations may be preferred based on role scope and experience.

Functional Skills

• Strong knowledge of insurance products, processes, and market dynamics
• Ability to evaluate information, make decisions, and manage multiple priorities independently
• Negotiation and relationship management skills with underwriters and agents
• Strong written and verbal communication and presentation skills
• Attention to detail and accuracy in documentation and policy execution
• Proficiency in business systems and Microsoft Office tools

Job Tags

Similar Jobs