Senior Account Executive managing Blood Bank accounts at Roche. Responsible for achieving sales targets and ensuring customer satisfaction with account management.
About the role
- Account Executive for High Net Worth Personal Lines at NFP. Servicing clients and negotiating with carriers with a focus on relationship management and client retention.
Responsibilities
- Service an existing private client book of business.
- Interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
- Prepare applications, specifications and marketing strategy for new business as well as renewals of assigned clients.
- Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
- Work with the Claims Department on relevant claims for assigned clients.
- Maintain accurate information to avoid any E&O claims.
- Supervise or direct the daily job activities of the Coordinators and Account Managers.
- Build and maintain strong relationships with carriers and clients through regular contact and client visits.
Requirements
- Typically more than 5 years of industry and HNW Personal Lines experience.
- Experience in working with HNW carriers including but not limited to Chubb, PURE, Private Client Select, Berkley One, Cincinnati and Vault.
- P&C experience must include a recent tenure with a retail brokerage or independent insurance agency.
- BA/BS preferred
- Experience with EPIC preferred
- P&C Insurance License required
- CPRIA, PRMA or other P&C designation preferred.
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
Job title
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