Account Executive

This is a fully remote position, open to applicants in Kansas.

📋 Description

• Act as the primary strategic consultant and main point of contact for designated clients across various sectors.

• Establish and nurture executive-level relationships while guiding clients through decisions related to risk management and insurance programs.

• Acquire a comprehensive understanding of clients’ business models, operational challenges, and long-term objectives to offer customized solutions.

• Lead the complete renewal strategy, which includes coverage analysis, exposure assessments, marketing direction, and negotiation of terms with carriers.

• Assess quotes and proposals for accuracy and alignment with client goals; provide recommendations and present renewal outcomes.

• Guarantee timely and precise processing of policy modifications, endorsements, invoicing, and audits in collaboration with the account management team.

• Oversee the integrity and completeness of client files within the EPIC agency management system.

• Ensure that documentation complies with regulatory, industry, and internal standards.

• Maintain accuracy and quality across all deliverables.

• Serve as an escalation point for complex claims issues and work with claims adjusters to achieve timely resolutions.

• Communicate claim status, strategy, and next steps to clients and internal teams.

• Recognize opportunities for account growth, cross-selling, and value-added services.

• Collaborate with producers, account managers, and technical specialists to provide seamless client service.

• Engage in internal meetings, training initiatives, and process enhancement efforts to bolster team performance.

⛳️ Requirements

• At least 5+ years of experience in account management, account executive, or client advisory positions within a brokerage or related insurance field.

• Demonstrated success in managing large or complex commercial accounts.

• Active Property & Casualty insurance license (specific to the US state).

• Outstanding communication, presentation, and client relationship abilities.

• Strong organizational skills and the ability to prioritize effectively in a fast-paced setting.

• Keen attention to detail and a proactive, solutions-oriented approach.

• Proficient in agency management systems and Microsoft Office applications (Word, Excel, PowerPoint, and Outlook).

• Preferred designations include CIC, CISR, ARM, or equivalent.

• Experience with surplus lines placements is preferred.

🏝️ Benefits

• Eligibility for discretionary bonuses.

• Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts.

• 401(k) retirement plan.

• Flexible Paid Time Off.

• Paid parental leave.

• Life and Disability insurance.

• Reasonable accommodations, including software, IT, and office setups.

• Flexible hours or hybrid work options, depending on position eligibility.

• Employee ownership opportunities.

• Career advancement possibilities.

• Work/life balance support.

• Opportunities for sustainability and volunteering.