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The Account Executive is responsible for placement strategy, client management, and leadership of the Service Team for an assigned book of business. In addition to overseeing service delivery, the AE manages business development and retention for house accounts when applicable. This role handles a more complex portfolio, often defined by industry specialization, revenue size, or advanced coverage structures such as loss‑sensitive programs, large deductibles, captives, and shared or layered programs. The Account Executive leads placement efforts, executing the firm’s “Fewer & Stronger” market consolidation strategy by selecting appropriate markets and negotiating optimal terms and conditions on behalf of clients. The AE provides clear direction to the client team to ensure service quality, effective E&O mitigation, and long‑term sustainability of the service model.
Job Responsibility:
Responsible for overall Service, Placement and Business Development management on an assigned book of business
Accountable for business development and retention for any assigned book of house accounts
Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information
Marketing, negotiation, writing exec summary and reviewing of proposal, facilitating for binding new business and renewal coverage following the direction of the client
Debrief of proposal presentation sent to the client
Create binding instruction recap to team
Drafting stewardship reports in a timely fashion as agreed upon by the client
Provide oversight and direction for Loss control services and claims management
Review of client contracts as necessary
Review and communicate with carrier on any Material change to the coverage program
Understanding and communication of the client’s service expectations
Escalation point person for the client or any RSC teams in the event of issues
Cross selling and account rounding on assigned book of house business
Assist Producers on prospective opportunities
Participation in written and oral RFP presentations
Requirements:
7+ Years of experience in a Property & Casualty brokerage environment
Deep technical knowledge of Property & Casualty business
Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs
Hold Insurance licenses as required by the Company
This position may require routine or periodic travel, which may require the team members to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
What we offer:
Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts and more.