Senior Account Executive

3 weeks ago


United PA USA, United States Risk Strategies Full time

Serve as a key leader on a high-performing team managing a $1.5M book of business in the real estate sector. This role involves negotiating programs, engaging with clients, creating proposals and presentations, and prioritizing daily requests. The ideal candidate will collaborate closely with an existing Account Executive in NY to review upcoming renewals, strategize client servicing efforts, and delegate tasks. Occasional travel to key clients will be required.

Key Responsibilities:
  • Negotiate and manage real estate programs, ensuring thorough technical review of all program quotes and policies to provide best-in-class coverage for clients.
  • Establish and develop new carrier relationships to expand the company's offerings.
  • Work with the Philadelphia team to manage new business submissions, review quotes, and create proposals and presentations.
  • Underwrite and review new business in the real estate program during peak periods.
  • Collaborate with the IT team to enhance the company's database (REDS).
  • Assist in real estate renewal processes, including quoting and renewing in the database.
Requirements and Qualifications:
  • 5+ years of experience in commercial lines client management.
  • Valid P&C brokers' license.
  • College degree preferred.
  • Industry-specific designations, such as CISR or ARM, are preferred.
  • Proficiency in insurance agency management systems, including AMS 360 and Work Smart.
  • Extensive knowledge of commercial lines underwriting, coverage, rate analysis, and procedures.
  • Ability to clearly articulate products and plans to clients and underwriters, including compliance and legislative information.
  • Understanding of market trends and best practices to meet client needs.

Risk Strategies is a leading US brokerage firm offering comprehensive risk management advice, insurance, and reinsurance placement for property and casualty, employee benefits, private client services, and consulting services. With over 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. The company has over 100 offices and nearly 5,000 employees across the US and Canada.

Risk Strategies is committed to being a good steward of its company, culture, and communities by focusing on Environmental, Social, and Governance issues. The company is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.



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