Account Executive – Financial Institutions
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Job Description
Account Executive handling relationships for clients in the Financial Institution sector. Managing service strategies and driving sales for complex accounts up to $2-4MM in volume revenue.
Responsibilities:
- Manage client relationships accounts up to $2-4MM in volume revenue. Develop the team service strategy, plan and processes to meet client needs.
- Independently prepare for, plan and conduct client meetings.
- 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.
- Partner with production teams to establish and maintain aligned service offerings and delivery of client needs.
- Participate in carrier and industry activities.
- Act as team or subject matter expert and specialized resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products.
- Perform thorough contract reviews for clients.
- Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
- Provide training to Account Managers.
- May manage Account Managers, Account Coordinators and/or entire teams.
- Perform other special projects as assigned.
Requirements:
- Minimum of 5+ years of Directors & Officers insurance experience is required.
- Excellent negotiation and communication skills: written, public speaking and presentation preparation.
- Professional composure and exceptional customer service skills, diplomacy, professionalism and tact.
- Ability to be resourceful, take initiative, solve problems, create solutions and direct process improvements.
- Adaptability and flexibility to proactively anticipate and address issues and client needs.
- Exceptional time management skills and the ability to navigate demanding schedules, priorities and volumes.
- Ability to learn, adopt and train use of technology systems and software applications.
- Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
- Advanced at multiple and strategic project planning including extended time management.
- Ability to forge relationships and build trust.
- Resident Property and Casualty Insurance License is required.
Benefits:
- medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)
- Professional development opportunities
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