Senior Account Executive, Risk Management

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

📋 Description

• Supervise the entire Risk Management AE team, focusing on staffing, training, account assignments, and related management tasks.

• Manage a portfolio consisting of several of the largest and most intricate accounts.

• Lead team members in delivering coordinated brokerage and services to clients.

• Coordinate the brokerage teams, risk control, claims, and financial lines to ensure that service delivery and expectations are achieved.

• Establish, drive, and monitor processes along with critical timelines for annual insurance renewals.

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

• Participate in and lead client meetings as necessary.

• Engage as needed in prospect presentation meetings.

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

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

• Analyze quotes for accuracy and create quote spreadsheets.

• Assist with data analysis to explore program structure options.

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

• Oversee the implementation process.

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

• Supervise support staff to manage workflow effectively.

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

• Complete the annual goal-setting process, along with oversight and daily management of the Risk Management service team.

⛳️ Requirements

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

• A state-specific license is required.

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

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

• Excellent verbal and written communication capabilities.

• Strong multitasking and time management abilities.

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

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

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

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and growth.

• Flexible work arrangements.