Senior Account Executive
$95,000–$105,000 year
HybridFairfield, Connecticut, United States
Job Summary
Manage an assigned book of high-net worth personal insurance clients with portfolios of varying size and complexity. Establish and grow substantive relationships with existing and prospective clients to deliver excellent experiences, scheduling and conducting face-to-face and virtual meetings for annual reviews. Analyze and evaluate clients' current insurance needs, providing feedback and suggestions for program improvement while achieving assigned annual financial metrics focused on retention and revenue growth. Understand carrier underwriting appetite and effectively use rating software to market accounts, preparing and presenting proposals as needed. Review accurate information on all new prospects and clients by documenting EPIC and updating client information in the agency management system. Execute cross-sell initiatives into your managed book of business on an individual basis.
Required Qualifications
- 4-year college degree or equivalent work experience
- At least 3-7 years of experience in related position
- Understanding of the Private Client marketplace & carriers
- A Property & Casualty Insurance license
- Bachelor's degree (4-year degree)
- 5-7 years of relevant experience
- Required Travel: Negligible
Desired Qualifications
- Insurance designation preferred (CPRIA, CPCU, ARM, CIC)
- EPIC experience preferred
- Ability to manage multiple responsibilities in a deadline driven environment
- Proven ability to work independently and collaboratively with a team
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office Suite
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