Account Executive

KEY RESPONSIBILITIES: 

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.   

• Learn and support new and renewal business activities, including soliciting, marketing, quoting, binding, and confirming coverage for assigned accounts 

• Build foundational skills in account management by developing client relationships and learning how to identify opportunities for retention and expansion 

• Partner with carriers and internal stakeholders to learn the placement process and support resolution of account needs 

• Analyze client needs and risk exposures to help develop appropriate coverage strategies and insurance solutions 

• Collaborate with internal teams, including support staff and specialists, while learning processes that support timely execution, accuracy, and compliance with company standards 

• Develop proficiency in maintaining accurate account documentation and following established policies, procedures, and service expectations 

• Build knowledge of insurance products, carrier markets, account management, and client service practices to support long-term development in the role 

• Gain exposure to market conditions, emerging risks, and competitive trends to support learning and development in business and placement strategy 

EDUCATION AND EXPERIENCE 

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 

• Bachelor’s degree, relevant coursework, or equivalent combination of education and experience preferred 

• Internship, coursework, or prior experience in insurance, brokerage, sales support, client service, or a related field preferred 

• Interest in developing skills in account management, business development, and client relationship support 

• Ability to learn coverage concepts, market practices, and production workflows in a fast-paced, team-oriented environment 

CERTIFICATIONS / LICENSES / REGISTRATIONS 

• ​​Appropriate state-specific insurance license . Professional designations such as CPCU, CIC, or ARM may be preferred.  ​ 

FUNCTIONAL SKILLS 

• Entry-level, foundational knowledge of insurance products, risk concepts, and market practices 

• Ability to develop effective working relationships with clients, carriers, and internal stakeholders 

• Strong analytical abilities to be able to support development of insurance solutions 

• Organizational and time management skills to manage competing priorities and deadlines 

• Attention to detail and ability to maintain accuracy in documentation and workflow execution 

• Ability to learn quickly, apply feedback, and build effectiveness in an entry-level production environment 

The annual base salary for this position is $60,000.00 - $75,000.00.