✨ About The Role
- The Account Executive will be responsible for managing client relationship accounts with significant revenue volume, up to $900k.
- This role involves developing service strategies and processes to meet the needs of private clients.
- The candidate will collaborate closely with production teams and participate in client meetings to ensure aligned service offerings.
- Responsibilities include managing elevated claims issues and preparing new business RFPs.
- The position may require participation in prospecting activities to identify and close new business opportunities.
âš¡ Requirements
- The ideal candidate will have at least 5 years of brokerage experience, particularly in private client insurance.
- Strong communication skills are essential, including proficiency in written communication, public speaking, and presentation preparation.
- A resourceful individual who can take initiative, solve problems, and offer solutions will thrive in this role.
- The candidate should possess exceptional time management skills and the ability to manage multiple priorities effectively.
- Experience in relationship management and the ability to build trust with clients is crucial for success in this position.