Account Executive managing Property & Casualty accounts and client relationships for a major brokerage firm. Responsible for business development, renewal strategies, and client management for an assigned book of business.
About the role
- Client-facing role managing employee benefits and account retention at a major brokerage firm. Seeking experienced professionals with strong insurance knowledge to support clients and internal teams.
Responsibilities
- Manage and retain a book of employee benefits business while identifying opportunities for growth
- Build and maintain strong relationships with clients, carrier partners, and internal stakeholders
- Lead renewal processes for health and life coverages, including plan modeling and cost analysis
- Respond to client inquiries related to coverage, enrollment, claims, and policy changes
- Educate clients and employees on benefits programs, regulatory requirements, and legislative updates
- Prepare proposals, presentations, and stewardship reports
- Support sales efforts and new client implementations
- Document compliance and service activity in the agency management system
Requirements
- Active Health, Accident, and Life Insurance Producer license
- 5–10+ years of employee benefits or account management experience
- Strong knowledge of insurance products, contracts, and state regulations
- Proficiency with Microsoft Office and agency management systems
- Ability to travel as required with an acceptable driving record and insurance coverage.
Benefits
- Health insurance
- 401(k)
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
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Degree requirement
Location requirements
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