Senior Account Executive - Financial Institutions - Remote Eligible

✨ About The Role

- Responsible for managing and retaining client relationships as a trusted advisor, focusing on Financial Institution oriented client companies - Develop and nurture market and carrier relationships within the Financial Institution and Fintech industry segments - Independently prepare for, plan, and conduct client meetings, brokering and negotiating Property/Casualty insurance lines of coverage - Participate in prospecting activities to identify and close new business, providing strategic management for new and renewal business risk identification and program design - Provide mentoring and coaching to team members, perform database file management, and handle other special projects as assigned

⚡ Requirements

- Minimum of 5 years of brokerage experience in the financial industry, with a focus on client relationship management and retention - Strong negotiation and communication skills, both written and verbal, with the ability to assess client risk profiles and insurance needs - Advanced knowledge of Microsoft Office and the ability to adapt to and train on new technology systems and software applications - Exceptional time management skills and the ability to handle multiple projects and deadlines simultaneously - Proven ability to build and maintain client relationships, mentor team members, and provide strategic management for new and renewal business