About

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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