Senior Account Executive, Risk Management

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

📋 Description

• Supervise the Risk Management Account Executive team, focusing on staffing, training, account assignments, and daily operations.

• Manage a portfolio of multiple large and complex accounts.

• Guide colleagues in providing unified brokerage and client services.

• Collaborate with brokerage, risk control, claims, and financial lines teams.

• Develop processes and oversee critical timelines for annual insurance renewals.

• Engage in and, when necessary, lead client renewal meetings.

• Comprehend and assess financial and claims data.

• Take part in prospect presentation meetings.

• Recognize and promote expanded business opportunities with current clients.

• Prepare, dispatch, and process renewal submissions for marketing efforts.

• Evaluate quotes and create quote spreadsheets.

• Analyze data to determine various program structure alternatives.

• Design client presentations and internal marketing collateral.

• Oversee the implementation and review insurance company documents for precision.

• Manage support staff and oversee workflow.

• Serve as a resource for AEs, AAEs, and AMs within Risk Management.

⛳️ Requirements

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

• A state-specific license is mandatory.

• A minimum of 15 years of experience in commercial insurance with large accounts is essential.

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

• Exceptional verbal and written communication skills are required.

• Strong multitasking abilities and effective time management skills are necessary.

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

• Professional demeanor and conduct, along with robust customer service skills.

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

🏝️ Benefits

• Flexible remote work arrangement.

• Equal employment opportunity protections.