Account Executive, Risk Management

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

📋 Description

• Coordinate teams in brokerage, risk management, claims, and financial services to ensure that services meet expectations.

• Establish, manage, and oversee processes and critical deadlines for annual client insurance renewals.

• Assist in renewal meetings and present outcomes to designated client contacts.

• Engage in and lead client meetings when required.

• Comprehend intricate financial analyses and claims data.

• Participate in prospect presentation meetings as necessary.

• Identify and facilitate opportunities for business expansion with current clients.

• Prepare, distribute, and process comprehensive renewal submissions for marketing purposes.

• Evaluate quotes for precision and compile spreadsheets of all received quotes.

• Assist in data analysis to explore program structure alternatives.

• Develop client presentations that include quotes, spreadsheets, contract comparisons, and other internal marketing materials.

• Supervise the implementation process.

• Review insurance company documents for accuracy and submit any incorrect documents for revision.

⛳️ Requirements

• A Bachelor’s Degree is required; significant work experience may be accepted as a substitute for a degree.

• A state-specific license is mandatory.

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

• Exceptional verbal and written communication skills are required.

• Strong multitasking abilities and time management skills are necessary.

• Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, and Publisher, is required.

• Knowledge of AI is advantageous.

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

• A professional appearance and business demeanor along with strong customer service skills are expected.

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

🏝️ Benefits

• Flexible remote work arrangement.

• Opportunity to collaborate with a top-tier insurance broker and advisor.

• Chance to work alongside seasoned industry professionals.

• Travel opportunities for client and prospect meetings.