Account Executive – Mergers & Acquisitions

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

📋 Description

• Serves as an agent for Producer assigned accounts, engaging in both servicing and solicitation activities.

• Oversees a book of business while leading a service team in their efforts.

• Manages all required client services and nurtures client relationships with minimal intervention from Producers.

• Directs the service team's efforts in managing a mid-market book of business.

• Obtains and cultivates new business leads from Producers or identifies and develops opportunities for cross-selling.

• Acts as the primary point of contact for clients from the initial lead stage.

• Functions as the principal representative for an assigned book of business.

• Engages in team selling initiatives, which include finalist interviews and responses to RFPs.

• Prepares and delivers renewal analysis presentations to clients.

• Sells renewal business to current clients and, when appropriate, offers additional lines of coverage.

• Promotes other agency services through the creation of Producer Service Proposals.

• Provides analysis and recommendations regarding clients' current coverages.

• Selects carriers for solicitation and negotiates with them on benefits and premium considerations.

• Addresses client inquiries, including questions and issues related to benefits and claims.

• Reviews client coverage contracts and amendments to ensure accuracy.

• Manages and negotiates relationships and contracts with third-party vendors on behalf of the client.

• Leads a dedicated service team.

• Acts as a technical expert, assisting team members in resolving complex issues.

• Identifies new sales opportunities for clients.

• Collects fees and reconciles outstanding balances, resolving them within 60 days of the invoicing date.

• Adheres to agency management system data standards and data integrity requirements.

• Performs additional duties as assigned.

⛳️ Requirements

• Bachelor's Degree or an equivalent combination of education and experience.

• Eight (8) or more years of relevant work experience.

• Valid Insurance License required.

• Must consistently meet Continuing Education requirements for license renewal.

• Exceptional verbal and written communication skills.

• Strong problem-solving and time management abilities.

• Capability to collaborate effectively within a team environment to promote teamwork.

• Excellent planning, organizational, and prioritization skills.

• Proficient in Microsoft Office Suite.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Competitive salary and performance-based incentives.

• Opportunities for professional development and continuous learning.

• Flexible work arrangements and a supportive work environment.