Account Executive

Bridge Specialty Group

$70K — $95K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Risk Management, or related field; or 8-10 years of insurance experience.
  • Must possess or be able to obtain the relevant state broker licenses.
  • Strong time management and prioritization skills.
  • Critical thinking skills for decision-making and problem-solving.
  • Excellent interpersonal and customer service abilities.
  • Proficient leadership and communication skills for client engagements.
  • High competency with MS Office applications for data tasks and document creation.

Responsibilities

  • Oversee daily operations of client's insurance program.
  • Analyze loss exposures to evaluate coverage needs.
  • Leverage clients' actuarial data to optimize insurance structures.
  • Lead insurance strategy efforts with clients.
  • Cultivate client relationships and support new business opportunities.
  • Stay informed on market trends and relay relevant information to clients.
  • Create and manage documentation for insurance proposals and renewals.

Benefits

  • Comprehensive health benefits including medical, dental, and vision coverage.
  • Financial incentives like employee stock purchase plan and 401k options.
  • Student loan assistance and tuition reimbursement programs.
  • Mental health resources, including free advocacy services.
  • Generous paid time off and holiday allowances.
  • Access to exclusive discounts and additional perks.
Full Job Description

Brown & Brown's Risk Solutions team, formerly Beecher Carlson, is looking for an Account Executive to join the National Healthcare Practice in Atlanta, GA; Miami, FL; or remotely.

In this role, you will provide the account team product leadership. The Client Executive is responsible for developing strong relationships with clients and holding a strong understanding of client risk exposures. Responsibilities include but are not limited to:

  • Oversee day-to-day processes in all aspects of client's insurance program cycle.  
  • Analyze client’s loss exposures and determine coverage needs.
  • Interpret and utilize clients' actuarial to benefit the insurance program structure.
  • Lead strategic insurance program efforts in conjunction with the client.
  • Develop and maintain relationships with clients and assist in new business prospecting.
  • Keep current on marketplace changes and inform clients as necessary.
  • Generate documents and produce correspondence, including insurance summaries, schedules, and proposals for new and renewal business.
  • Ensure proper utilization of product group resources to benefit the client (actuarial, claims, loss control, etc.)
  • Attend required training sessions, courses, etc., to develop and maintain up-to-date skills and product knowledge.
  • Maintain an appropriate level of confidentiality regarding the information processed.
  • Follow all company policies and procedures.
  • Maintain appropriate state broker license.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

  • Bachelor’s degree including but not limited to Business and/or Risk Management and/or 8-10 years of related insurance experience.
  • Must have or be able to obtain the appropriate state broker licenses. 
  • Ability to establish work priorities and manage time effectively. 
  • Ability to use initiative and sound judgment in accomplishing tasks with minimal errors/Must possess critical thinking skills.
  • Establish and maintain effective work relationships and function in a team environment. 
  • Excellent interpersonal and customer service skills.
  • Ability to lead/command client and/or market discussions.
  • Good listening skills.
  • Proficiency in using personal computers, including data entry, word processing, and spreadsheet applications. Proficient with the suite of Microsoft Office programs.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

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