Account Executive

Responsibilities

• Support clients with coverage placement, renewals, claims coordination, policy analysis, and ongoing service needs.
• Collaborate with carriers and underwriters to secure optimal coverage terms, pricing, and outcomes.
• Serve as the primary client contact, building strong relationships, and advising on risk and coverage strategies.
• Identify opportunities to expand services and strengthen client engagement.
• Contribute to retention and growth initiatives.
• Assist in identifying coverage gaps, risk exposures, and mitigation strategies.
• Participate in new business opportunities, including proposal development and client presentations.
• Support cross-sell initiatives across lines of business.
• Contribute to process improvements and overall service enhancement initiatives.

Qualifications

• Required: Bachelor's degree, minimum of 10 years of related commercial insurance experience, active NYS Property & Casualty (P&C) License.
• PREFERRED: Professional insurance designations or certifications (e.g., CIC, CPCU, CRM, ARM).
• Experience with agency management systems such as AMS and ImageRight.
• Advanced proficiency in Microsoft Office Suite, including Excel.
• Strong client communication and relationship management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Organizational effectiveness, excellent verbal and written communication, collaboration and teamwork, client-focused approach.