Account Executive (Financial Institutions)

TL;DR

Account Executive (Financial Institutions): Manage large client accounts up to $2-4MM in revenue for D&O insurance, developing service strategies, planning client meetings, and handling new business RFPs with an accent on risk identification, program design, and contract reviews. Focus on prospecting and closing new business, partnering with production teams, and acting as subject matter expert on industry trends.

Location: United States (Remote or Hybrid, option for hirify.global offices)

Salary: $100.8K – $157.5K + bonus

Company

Fast-growing insurance broker providing risk management to innovative Financial Institutions and Fintech companies worldwide.

What you’ll be responsible for

• Manage client relationships for accounts up to $2-4MM revenue, developing service strategies, plans, and processes.
• Plan and conduct client meetings, prepare new business RFPs, market renewals, and develop service calendars.
• Provide strategic risk identification, program design, contract and claims reviews.
• Participate in prospecting to identify and close new business, partner with production teams.
• Act as team expert, stay current on industry trends, perform contract reviews, manage database and documents.
• Train Account Managers, potentially manage teams, handle special projects.

Requirements

• Minimum 5+ years of Directors & Officers (D&O) insurance experience required
• Resident Property and Casualty Insurance License required
• Excellent negotiation, communication, public speaking, and presentation skills
• Exceptional customer service, diplomacy, problem-solving, and time management
• Ability to multitask, adapt, learn technology systems, and forge relationships
• Advanced project planning and strategic management skills

Preferred knowledge, skills and abilities

• Advanced Microsoft Office knowledge
• Thrives in fast-paced team environment
• Strong management skills for training, delegating, and feedback

Culture & Benefits

• Flexible work: remote, hybrid, or in-office
• Professional development with time and funding for courses/seminars
• Promotion from within, dynamic and fun-loving team
• Full benefits: medical, 401(k), paid time off (vacation, sick, parental leave), bonus, RSUs
• Seasonal travel to clients, prospects, insurers
• Inclusive workplace committed to diversity