Account Executive, Private Client Group

Position Summary

The Account Executive is responsible for delivering a high-quality, proactive service experience for Private Client Group clients. This role partners closely with Risk Advisors and service team members to develop and execute client-specific service strategies while building strong relationships and evaluating risk needs. The position blends strategic client advisory with hands-on execution, supporting organizational growth through tailored insurance solutions and exceptional service delivery.

Key Responsibilities

• Functional Leadership & Ownership

• Own client service strategies and account performance for Private Client Group clients.
• Serve as a subject matter expert on coverage design, risk evaluation, and client solutions.
• Partner with Risk Advisors and internal stakeholders to align strategies to client needs.

• Hands-On Execution & Delivery

• Develop proposals, coverage comparisons, and service deliverables.
• Evaluate coverage programs and recommend enhancements to structure, carriers, and pricing.
• Prepare high-quality submission packages and negotiate with carriers.

• Ensure accuracy and quality of client deliverables and policy documentation.
• Manage deadlines, timelines, and competing priorities effectively.
• Maintain consistency with defined standards and monitor service workflows.

• Collaborate with Account Managers to ensure seamless execution of service plans.
• Build strong relationships with carrier partners and internal teams.
• Support alignment across service, sales, and underwriting partners.

• Identify opportunities to enhance client programs through additional services or products.
• Participate in client strategy discussions and team initiatives.
• Support additional projects and organizational initiatives as needed.

• Follow and improve workflows, processes, and service standards.
• Stay current on market conditions, coverage trends, and carrier strategies.
• Recommend process enhancements to improve efficiency and client experience.

• Deliver high-quality, client-focused insurance solutions aligned with strategy.
• Maintain accuracy, reliability, and timeliness of service deliverables.
• Build trusted relationships with clients, carriers, and internal partners.
• Demonstrate ownership, sound judgment, and effective prioritization.

Qualifications

• Required

• 3+ years of experience in insurance, risk management, or financial services.
• Property & Casualty license.
• Strong analytical, communication, and problem-solving skills.

• PREFERRED

• Experience in a property & casualty insurance environment.
• Associate’s degree or relevant coursework.
• Insurance or risk management designation (CIC, CRM, etc.).

Key Competencies

• Client Experience & Relationship Management

• Ownership & Accountability

• Analytical & Problem Solving

• Communication & Influence

• Process Improvement & Attention to Detail

• Adaptability & Change Agility

• Business Acumen