Remote Account Executive

Summary

Join a dynamic team that is reimagining the insurance experience. As a Private Client Services Account Manager, you will be responsible for managing client relationship accounts up to $900k in volume revenue and/or more complex accounts.

Requirements

• Ability to be resourceful, take initiative, solve problems, offer solutions and make process improvements
• Thrives working with others in a fast-paced environment. Ability to train, delegate, provide oversight and give feedback
• Adaptability and flexibility to proactively anticipate and address issues and client needs
• Exceptional time management skills
• Ability to learn, adopt and train the use of technology systems and software applications
• Excellent at multi-tasking and flexibility to manage ever-changing priorities and deadlines
• Advanced at multiple and strategic project planning including extended time management
• Ability to forge relationships and build trust

Responsibilities

• Manage client relationship accounts up to $900k in volume revenue and/or more complex accounts
• Develop the service strategy, plan, and processes to meet client needs
• Partner closely with production teams to establish and maintain aligned service offerings and delivery of client needs
• Collaborate with Producers to prepare for and plan client meetings
• Responsible for managing and addressing elevated claims issues
• Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients
• Provide strategic management of new and renewal business risk identification and program design (including contract and claims history review.)
• Participate in prospecting activities to both identify and close new business
• Participate in carrier and industry activities
• Act as team or subject matter expert and specialized resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies, or products
• Perform thorough contract reviews for clients
• Provide training to Account Managers

Preferred Qualifications

• 5+ years of brokerage experience preferred
• Exceptional communication skills: written, public speaking, and presentation preparation
• Professional composure and exceptional customer service skills, diplomacy, professionalism, and tact
• Advanced knowledge of Microsoft Office and its complex features

Benefits

$100,000 - $137,000 a year