11 дней назад
Enterprise Account Executive (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Enterprise Account Executive (Fintech): Managing complex enterprise commercial insurance relationships and delivering strategic risk solutions with an accent on de-risking, coverage analysis, claims strategy, and complex program design. Focus on retaining and growing large accounts, presenting executive-level analytics, and coordinating cross-functional delivery across sales, service, claims, placement, and specialty teams.
Location: On-site at 16805 W Cleveland Ave, New Berlin, Wisconsin, United States
Company
is a fintech and global insurance brokerage providing commercial and personal insurance, employee benefits, real estate, cyber, asset management, and wealth management solutions.
What you will do
- Serve as the primary relationship lead for enterprise-level and complex commercial accounts.
- Lead business strategy meetings, discovery sessions, de-risking initiatives, coverage gap analyses, benchmarking reviews, and claims consultations.
- Advise clients on captives, large deductible programs, risk financing, contractual risk transfer, and alternative insurance structures.
- Oversee technical proposals, strategy plans, claims reviews, progress reports, executive workshops, and client onboarding sessions.
- Identify and deliver cross-departmental client solutions that retain and grow the assigned book of business.
- Coordinate Client Advisors, Placement, Account Executives, Account Managers, claims teams, carriers, vendors, and specialty resources.
Requirements
- Comfort with an on-site presence is required to support collaboration, team leadership, and cross-functional partnership.
- 8+ years of commercial property and casualty insurance experience, preferably with enterprise or complex national accounts.
- Demonstrated success retaining and growing large accounts, with strong executive presence in client-facing roles.
- Advanced knowledge of coverage structures, contractual risk transfer, loss analytics, and technical program design.
- Strong project management, analytical, written, verbal communication, and executive presentation skills.
- Ability to collaborate across sales, service, claims, placement, and specialty departments; a business-related college degree is preferred.
Nice to have
- Insurance designations such as ARM, CPCU, CRM, or CIC.
Culture & Benefits
- Full-time employment with an on-site, collaborative work environment.
- Medical, dental, vision, life, disability, fertility, and wellness benefits.
- Paid time off, holidays, sick time, maternity and paternity leave, and an Employee Assistance Program.
- 401(k) plan with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
- Family care benefits, legal plan options, pet insurance, and a complimentary Calm app subscription.
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