Account Executive

📋 Description

• Act as the main point of contact for designated public entity clients, delivering reliable risk management and insurance advisory services.

• Attain a comprehensive understanding of client operations, risks, governance frameworks, and budget limitations.

• Facilitate regular client strategy meetings, stewardship reviews, and renewal presentations.

• Provide guidance to clients on risk transfer, coverage frameworks, limits, deductibles, and alternative risk financing options (such as pools, captives, and self-insurance).

• Identify and seek new public entity opportunities through referrals, RFPs, networking, and participation in the industry.

• Lead or assist in responding to Requests for Proposals (RFPs), Requests for Qualifications (RFQs), and bidding processes.

• Increase revenue by cross-selling and upselling additional coverage lines and services.

• Maintain an active pipeline while meeting or exceeding set sales and retention targets.

⛳️ Requirements

• A valid state Property & Casualty insurance license is required.

• Preferred professional designations include: CPCU, ARM, CIC, AA.

• A Bachelor’s degree in Business, Finance, Risk Management, Public Administration, or a related field is preferred.

• A minimum of 5–10 years of insurance experience, particularly with public entity or large commercial accounts.

• Demonstrated experience in managing intricate insurance programs for governmental or quasi-governmental organizations.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.

• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts, and more.