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Account Executive
4 weeks ago
Are you ready to elevate your career with a high-growth agency specializing in high-net-worth and high-profile clients? If you're looking for a role beyond the typical account manager position that offers a clear path to leadership, sales, or operations management, this is your opportunity.
Our firm doesn't just handle personal lines insurance policies; we build relationships and provide elite-level service to clients who expect the best. Since launching in 2017, we've been making waves in the industry, and now we're looking for an ambitious, client-focused professional to join our team and help us scale during our next chapter of growth.
Why Join Us?
- Competitive Base Salary – Because your expertise deserves to be rewarded.
- Discretionary Bonuses – Your performance fuels your earning potential.
- Health Insurance – Because we believe in taking care of our people.
- Retirement Benefits – Because planning for the long-term is the core of what we do.
- Fast-Track Growth – Move into sales or operations leadership based on your strengths and career ambitions.
- High-Value Clients – Work with successful individuals and families who need an expert to guide them.
Who You Are:
You have at least two years of experience in personal lines insurance (or related professional services account management) and thrive in a dynamic, high-touch, entrepreneurial environment. You're organized, proactive, and eager to expand your career into sales or leadership.
What You'll Do:
- Own the Client Experience – Handle applications, quotes, ID cards, endorsements, claims servicing, renewals, and client communication with precision.
- Stay on Top of Every Detail – Maintain client files, policy details, and documentation in our agency management system.
- Be a Trusted Advisor – Conduct annual coverage reviews, recommend enhancements, and cross-sell additional policies.
- Ensure Accuracy & Compliance – Review new business, renewals, and endorsements to make sure everything is as expected.
- Drive Growth & Revenue – Identify sales opportunities, manage expirations, and offer companion lines.
- Stay Ahead of the Curve – Keep up with industry trends, carrier underwriting requirements, and new opportunities to expand the business.
- Carve Your Career Path – Whether you want to lead a team, drive sales, or move into operations management, we will support your ambitions.
Who Thrives Here?
- Self-starters who want to grow fast
- People who love helping clients and building relationships
- Detail-oriented professionals who also think strategically
- Individuals who thrive in a high-value, service-driven environment
If you're looking for a place where your skills, ambition, and drive can translate into real career growth, let's talk This role is expected to be in office five days a week.
Apply today and become a key player in our agency's success.
