Account Executive, Risk Management

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

📋 Description

• Oversee marketing and service operations for the most substantial and intricate Risk Management/National accounts.

• Coordinate the efforts of brokerage teams, risk control, claims, and financial lines services.

• Develop, implement, and track processes and essential timelines for annual insurance renewals.

• Support renewal meetings and deliver results to established client contacts.

• Engage in and lead client meetings as required.

• Comprehend and evaluate complex financial and claims data.

• Take part in prospect presentation meetings as necessary.

• Recognize and promote opportunities for expanded business with current clients.

• Prepare, dispatch, and manage comprehensive renewal submissions for marketing purposes.

• Assess quotes for precision and create quote spreadsheets.

• Assist with data analysis to explore program structure alternatives.

• Develop client presentations, quote spreadsheets, contract comparisons, and internal marketing resources.

• Supervise implementation processes.

• Examine insurance company documents for accuracy and submit incorrect documents for correction.

⛳️ Requirements

• A Bachelor’s Degree is required; significant work experience may be accepted in place of a degree.

• A state-specific license is mandatory.

• A minimum of 10 years of commercial insurance experience with large accounts is essential.

• Exceptional verbal and written communication abilities are required.

• Strong multitasking and time management skills are necessary.

• Proficient in Microsoft Office applications, including Excel, PowerPoint, Word, and Publisher.

• Knowledge of AI is advantageous.

• Experience in AE work and broking/placement is a significant plus.

• Professional appearance and conduct, coupled with excellent customer service skills.

• Willingness to travel for client and prospect meetings approximately 20% of the time.

🏝️ Benefits

• Flexible remote work arrangement.

• Opportunity to collaborate with a prominent insurance broker and advisor.

• Professional growth through engagement with complex Risk Management/National accounts.