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The Account Executive manages personal lines accounts, develops client relationships, and collaborates with colleagues to ensure client service. Responsibilities include oversight of account management, claims, and retention strategies, as well as delivering risk control solutions and identifying cross-selling opportunities.

Manage an assigned book of employee benefits accounts, focus on client retention and service, handle transactions and paperwork, maintain client records, act as client manager for middle-market accounts, and mentor junior staff.

The Consultant, Employee Benefits is responsible for understanding client needs, developing strategic relationships, overseeing the employee benefits cycle, and communicating industry trends, while collaborating with various teams to ensure client satisfaction.

Build and maintain relationships with clients and local dealerships to sell and service auto insurance. Process transactions (renewals, transfers, cancellations), meet sales targets, cross-sell Personal & Commercial Lines, and travel to dealerships as needed.

Serve as primary strategic advisor and relationship owner for a portfolio of captive clients. Lead client meetings, present financial and strategic materials, coordinate captive engagements, manage service teams, analyze program profitability, advise on capital and risk strategy, oversee renewals and placements, and expand client services.

Sell and manage high-net-worth personal insurance accounts: build and maintain client relationships, design bespoke coverage for complex assets, advocate on claims, engage specialty markets and underwriters, monitor portfolios, and generate new business through networking and referrals.

Manage and expand an assigned portfolio of personal lines insurance accounts by building client relationships, designing programs, coordinating carrier marketing and risk control, supporting producers, overseeing renewals and claims resolution, conducting annual reviews, and identifying cross-sell opportunities while ensuring compliance and mentoring team members.

Drive new business through referral partner programs, create comprehensive wealth plans for high-net-worth clients, present services to referral partners, lead client meetings across planning cycles, mentor team members, and use financial planning software to deliver fee-based advisory solutions.

Provide client service and policy administration for commercial insurance accounts: process certificates, renewals, endorsements, invoices; confirm policy accuracy; handle client inquiries; collect renewal information; negotiate coverage and pricing with insurers alongside producers; maintain client records and support floater functions.

Manage a book of commercial insurance accounts, provide client and carrier liaison, handle policy transactions and renewals, resolve complex service/claims/billing issues, support producers, grow retention and cross-sell, mentor junior staff, maintain licensing/CE, and prepare management reports.