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 industries.

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

• Comprehend clients’ business models, operational hurdles, and long-term aspirations to foresee needs and deliver customized solutions.

• Lead the comprehensive renewal strategy, encompassing coverage analysis, exposure assessment, marketing direction, and negotiation of terms with carriers.

• Examine quotes and proposals for precision and alignment with client goals; provide recommendations and present renewal results.

• Ensure the prompt and precise processing of policy alterations, endorsements, invoicing, and audits in collaboration with the account management team.

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

• Ensure documentation adheres to regulatory, industry, and internal compliance requirements.

• Maintain accuracy and quality across all deliverables.

• Serve as an escalation point for intricate claims issues and work alongside claims adjusters to secure timely resolutions.

• Inform clients and internal teams about claim status, strategies, and subsequent steps.

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

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

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

⛳️ Requirements

• A minimum of 5+ years of experience in account management, account executive, or client advisory positions within a brokerage or similar insurance environment.

• Demonstrated success in managing large or complex commercial accounts.

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

• Outstanding communication, presentation, and client relationship capabilities.

• Strong organizational skills with the ability to prioritize effectively in a dynamic environment.

• Exceptional attention to detail and a proactive, solutions-driven approach.

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

• Designations such as CIC, CISR, ARM, or equivalent are preferred.

• 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, and potentially flexible hours or hybrid work options based on eligibility and role suitability.

• Employee ownership.

• Opportunities for career advancement.

• Sustainability and volunteering initiatives.