Job Description
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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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