Account Executive, Property & Casualty

About the Role

As an Account Executive for Middle Markets Property & Casualty, you will be responsible for client retention and relationship management at a senior level. This role requires staying informed on industry trends and market developments while offering expert technical guidance on coverage matters.

What You’ll Do

• Oversee and manage a complex portfolio of clients, ensuring appropriate revenue retention.

• Lead the renewal process in collaboration with clients and the Account Management team, proactively assessing client risk profiles to secure optimal market positioning.

• Build and maintain strong relationships with insurance carriers to ensure the best solutions for clients.

• Mentor and guide team members on complex procedures and industry issues.

• Keep the Client Relationship Director informed of client status and escalate concerns as necessary.

• Lead client presentations throughout the renewal process.

• Support Account Managers in gathering underwriting information, preparing coverage specifications, and analyzing policies.

• Identify opportunities to expand coverage and improve solutions for existing clients.

• Maintain industry expertise and serve as a knowledgeable resource for both clients and internal teams.

• Stay up to date on industry trends, market shifts, and competitive developments.

• Participate in industry events, trade association meetings, and networking opportunities.

• Build relationships beyond day-to-day client contacts, engaging executive leadership and key decision-makers.

• Assess profitability metrics within your book of business and lead fee negotiations with clients.

Experience & Qualifications

• Minimum 8+ years of insurance brokerage experience with a proven ability to resolve complex client challenges.

• Strong presentation skills and technical expertise in insurance coverages and solutions.

• College degree preferred; high school diploma or equivalent required.

• Advanced insurance designations are a plus.

• Proficiency in Microsoft Office and other relevant business software.

• Excellent verbal, written, and interpersonal communication skills.

• Strong analytical, negotiation, and organizational skills with the ability to multitask and adjust priorities as needed.

• Required to obtain applicable insurance license(s) within 90 days of hire.

• Valid driver’s license and reliable transportation.

• Ability to travel as needed.

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