Senior Account Executive, Risk Management

About the role

This role will oversee the entire Risk Management AE team for staffing, training, and account assignments while also managing a book of a few of our largest and most complex accounts.

Responsibilities

• Lead a team of colleagues in providing coordinated brokerage and services to clients.
• Coordinate brokerage teams, risk control, claims, and financial lines to ensure all services are delivered and expectations are met.
• Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients.
• Assist with renewal meetings to present results to established client contacts.
• Participate in client meetings and lead when necessary.
• Understand complex financial analysis and claims data.
• Participate as needed in prospect presentation meetings.
• Identify and facilitate possible areas for expanded business with existing clients.
• Prepare renewal submissions for marketing; send and process complete renewal submissions.
• Analyze quotes for accuracy and prepare spreadsheets of all quotes received.
• Assist in data analysis to determine program structure options.
• Create client presentations including quotes, spreadsheets, contract comparisons, and other internal marketing materials.
• Oversee implementation processes.
• Review documents issued by insurance companies for accuracy and submit incorrect documents for revision.
• Supervise support staff to help manage workflow.

Management Responsibilities

• Act as a resource for AEs, AAEs, and AMs in Risk Management.
• Complete annual goal setting, oversight, and day-to-day management of the Risk Management service team.

Requirements

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree.
• State-specific license is required.
• 15+ years of commercial insurance work experience with large accounts is required.
• Both AE work and broking/placement experience a major plus, demonstrating increased technical insurance knowledge.
• Excellent communication skills, both verbal and written.
• Strong multitasking and time management skills.
• Proficient in Microsoft Office products (Microsoft Excel, PowerPoint, Word, Publisher).
• Professional in appearance and business conduct with strong customer service.
• Ability to travel to client and prospect meetings approximately 20% of the time.

Pay

$250–275k