Posting Description

Summary of Role:

The Account Executive interacts with clients on a day-to-day basis while building and maintaining relationships with both client and carrier representatives. The Account Executive 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 their Supervisor. You will handle a book of business and take on the role of lead consultant and primary point of contact for your assigned clients. The Account Executive may have revenue goals and client retention targets.

This is a full-time role with the flexibility of a hybrid schedule from our Alpharetta, GA office. We will consider a remote option for other highly qualified and P&C licensed candidates, with experience in HNW market with established key carrier relationships. EST zone work schedule is required.

Essential Duties and Responsibilities:

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Works with the Claims Department on relevant claims for assigned clients.
• 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 align with requests.
• May direct job activities of the service team.
• Cultivate and sustain effective 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.

Knowledge, Skills, and/or Abilities:

• Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people/personalities
• Strong leadership skills
• Possess technical expertise plus good analytical and problem-solving skills
• Ability to handle situations in a calm, courteous and professional manner
• Strong attention to detail, decision-making skills and problem resolution

Education and/or Experience:

• Typically more than 5 years of industry and product line experience
• Recent High Net Worth Personal Lines experience required
• Recent experience at a retail brokerage or independent agency required
• Familiarity with major markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE
• Experience with Agency Management Systems; EPIC highly preferred
• BA/BS preferred. HS Diploma or GED required

Certificates, Licenses, Registration:

• P&C Insurance License required upon hire
• CPRIA, PRMA, CIC, CPCU or other P&C designation preferred

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 - $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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