Account Executive

Responsible for development, communication, and service needs for our Private Equity and Portfolio group companies and for retaining large, complex accounts through relationship management. Manage and retain client relationships as a trusted advisor, often at the most advanced complexity or specialization. Assess client’s risk profile to determine risk and insurance needs and go-to-market strategy. Develop and nurture market and carrier relationships within the industries being serviced. Partner with production teams to establish and maintain aligned service offerings and delivery of client needs. Independently prepare for, plan and conduct client meetings. Brokering and negotiating insurance lines of coverage directly with insurance markets when possible, while also strategically using wholesalers when in the best interest of the client. Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients. Provide strategic management new and renewal business risk identification and program design (including contract and claims history review). Participate in prospecting activities to both identify and close new business. Perform as a subject matter expert and advanced resource and keep abreast of industry trends. Perform thorough contract reviews for clients and perform database file management and input information. Provide training, as appropriate, to Account Managers. Perform other special projects as assigned.