Role Description

This role is for the Personal Risk Middle Market Team of our PCG Group. The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from senior staff. In this role, you will take on the role of lead consultant and primary point of contact for assigned clients. You will have revenue goals and/or client retention targets. You should have experience managing a book at/close to 1.7M in premium; total accounts in this BOB is approx 550 clients with growth expectations. This is a full-time remote role working an EST schedule, M-F, 8:30-5:00 with flexibility.

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
• Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests.
• Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
• Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.

Qualifications

• Must have Personal Lines and High Net Worth/Private Client Group (PCG) client coverage experience.
• P&C Account/Client Management experience with a retail brokerage or independent agency.
• Familiarity with major markets, such as Travelers, Hanover, Plymouth Rock.
• Highly professional and self-motivated.
• Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers.
• Proficiency in Outlook, Word, and Excel.
• Excellent written communication skills.
• Self-confident to make sound independent decisions.
• Possess technical expertise plus solid analytical and problem-solving skills.
• Strong leadership skills and negotiation skills.
• Strong attention to detail, decision making skills and problem resolution.

Requirements

• A bachelor’s degree is preferred. HS Diploma or GED is required with additional learning/certifications.
• Ideally, more than 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience.
• Experience with an agency management system/CRM is required.
• Fluency with Epic is highly desired.
• A combination of experience, education with internships will be considered.

Certificates, Licenses, Registration

• P&C Insurance License required upon hire.
• CIC, CPCU or other P&C designation a plus.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.
• Performance-based incentives.