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Senior Account Executive

2 months ago

Naples, Florida, United States AssuredPartners Full time
About the Role

We're seeking a highly skilled Senior Account Executive to join our Commercial Lines department and deliver exceptional risk management solutions to our growing client base.

This role offers a unique opportunity to collaborate with our sales team, work independently on sales opportunities, and lead day-to-day management of current clients' insurance programs.

Key Responsibilities
  • Client Support
    • Lead meetings with clients, including meetings at client locations.
    • Provide comprehensive client support and act as main client contact for book of business.
    • Effectively manage difficult client communications, including loss of coverage, claim denials, and unfavorable underwriting scenarios.
  • Account Management
    • Negotiate and sell lines of insurance to clients to round out accounts as appropriate.
    • Own all audit, review, and claims processes for assigned book of business.
    • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
  • Insurance Expertise
    • Manage and develop strong personal relationships with insurance carrier personnel.
    • Skilled at forecasting industry trends to predict needed changes in client strategies.
    • Review changes in carrier offerings and policies and relay information to the larger service team.
  • Leadership
    • Mentor or formally direct the work of more junior team members, including Account Coordinators, Account Managers, and Senior Account Managers.
    • Facilitate and collaborate with account team on the agency's renewal strategy.
  • Client Strategy
    • Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts.
    • Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency.
    • Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
What We Offer

We're committed to providing a comprehensive benefits package, including:

  • Competitive base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package
  • Health benefit options with company-paid HSA contribution
  • Company match 401(k) plan
  • Support for fitness and wellness goals
  • Access to licensed therapists
  • Pet benefits and discounts
  • Employee-led Resource Groups
Requirements
  • 8+ years of related experience and/or training preferred
  • Current Property and Casualty license required; professional designations preferred
  • Experience as primary contact providing comprehensive client support to a book of business
  • SME-level knowledge of available commercial lines coverages based on business and industry
  • Skilled at facilitating meetings and delivering presentations to groups
  • Highly developed problem-solving and solution-design skills
  • Expert client support and client advocacy skills
  • Demonstrated leadership through mentoring and guidance of more junior employees
  • Highly proficient in use of Microsoft Office or similar software