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About the Role

As an Account Executive, you will manage a book of business, nurture client relationships, and identify growth opportunities. You will serve as the primary point of contact for clients, ensuring their insurance needs are met and providing exceptional service.

Responsibilities

• Develop and maintain strong, long-term relationships with assigned clients, acting as their trusted advisor.
• Manage a portfolio of commercial insurance accounts, including renewals, endorsements, and policy changes.
• Assess client needs and recommend appropriate insurance products and services.
• Prepare and present insurance proposals, ensuring accuracy and competitiveness.
• Collaborate with underwriters and other internal teams to secure optimal coverage for clients.
• Conduct regular account reviews to ensure client satisfaction and identify potential cross-selling opportunities.
• Resolve client inquiries and issues promptly and professionally.
• Stay informed about industry trends, market conditions, and competitor activities.
• Participate in professional development activities to enhance insurance knowledge and skills.
• Maintain accurate and up-to-date client records in the agency management system.

Requirements

• Bachelor's degree in Business, Finance, or a related field.
• Minimum of 3-5 years of experience in commercial insurance account management or a similar client-facing role.
• Active Property & Casualty (P&C) insurance license required.
• Proven ability to build and maintain strong client relationships.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with agency management systems (e.g., Applied Epic, AMS360) is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• Commitment to providing exceptional client service.

Skills

• Commercial insurance account management
• Client relationship management
• Insurance product and service recommendation
• Proposal preparation and presentation
• Underwriting collaboration
• Account review
• Client issue resolution
• Industry trend analysis
• Professional development
• Agency management systems
• Microsoft Office Suite

Location

• Remote

Work Type

• Full-time

Experience Level

• 3-5 years

Education Level

• Bachelor's degree

Salary/Compensations

• $85,000 - $108,000

Benefits

• Comprehensive risk management advice
• Insurance and reinsurance placement
• Employee benefits
• Private client services
• Consulting services
• Financial & wealth solutions

About the Company

• Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions.
• With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets.
• Risk Strategies has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies.
• Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies.
• Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
• Risk Strategies has joined Brown & Brown, and teams at both companies are growing.
• We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right.
• With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage.
• We think of ourselves as a team, so we have teammates-not employees, and leaders-not managers.
• Everything we do is about the greater “WE”-never “me.”
• While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers.

Equal Opportunity

• Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.
• Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.