Account Executive

Job Summary

The primary objective of the Account Executive is to support senior leadership and their book of business through the management of complex client relationships by delivering a Far From Ordinary Client Experience™ while coordinating new business opportunities, strategic initiatives and execution of high-quality client service. This role is well-suited for a service-oriented professional who operates with a strong sense of ownership, performs well in a high-pressure environment, and seeks growth through expanded responsibility.

Primary Functions

• Support and maintain relationships with complex, high-level clients, including executive and C-suite contacts
• Function as a leader within the High Performance Team (HPT)
• Ensure timely, accurate, and proactive communication with clients and internal teams
• Anticipate client needs and resolve issues with a strong sense of ownership
• Deliver a consistently high-quality, client-centric experience
• Act as a trusted partner to senior leadership by helping manage priorities, workflows, and client-related activities
• Reduce day-to-day “noise” while ensuring leadership is informed of critical client developments
• Support strategic initiatives related to client retention, growth, and service excellence
• Operate with discretion, sound judgment, and professionalism
• Assist with new business opportunities, including preparation, follow-up, and coordination
• Support sales activity and client initiatives aligned with organizational goals
• Identify opportunities to enhance client relationships, services, or solutions
• Participate in growth-related activities as appropriate based on skill set and interest
• Manage details, deadlines, and follow-up with exceptional accuracy
• Operate effectively in a high-pressure, fast-moving environment
• Ensure tasks and commitments are completed on time and at a high standard
• Maintain strong organizational systems to support client and leadership needs

Requirements

• Qualification Standards
• Core Values
• Experience & Skills
• Licensing & Education
• Assessments
• Supervisory Responsibilities
• Equipment, Machines and Software Used
• Mental And Visual Requirements
• Physical Activities And Requirements

Qualifications

• Bachelor’s degree or equivalent experience preferred
• New York State Life, Accident & Health and Property & Casualty licenses preferred
• Willingness to obtain and maintain required licenses and participate in professional development

Supervisory Responsibilities

This position does not have supervisory responsibilities.

Environmental Conditions

Work is performed in a typical office or hybrid work environment.

Employer's Disclaimer

All requirements are subject to modification to reasonably accommodate individuals with disabilities. This job description does not state or imply that these are the only duties to be performed by the employee. Employees may be required to perform other job-related duties as assigned. This document does not create an employment contract, implied or otherwise, and employment remains at-will. Salary Description $75,000 - $125,000