Business Insurance Client Account Executive

TL;DR

Business Insurance Client Account Executive: Build and maintain key client and carrier relationships while developing and executing client service plans for assigned accounts with an accent on renewals, risk management goals, and cross-sell opportunities. Focus on coordinating internal and external activities, presenting renewal options and supporting documents, and managing client interactions through client management systems.

Location: Within driving distance to the Alpharetta, GA office and able to commute to the office at least three times per week

Company

hirify.global Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions.

What you will do

• Build and maintain client and carrier relationships via phone, email, and in person.
• Develop and execute comprehensive client service plans aligned to business needs and risk management goals.
• Coordinate activities to ensure new and renewal accounts are handled timely, accurately, and professionally.
• Identify cross-sell opportunities and suggest new lines of coverage.
• Manage renewal process with Producer/Marketing Account Executive, including presenting renewal and supporting documents to clients.
• Use client management systems to update policies, log activities, track follow-ups, and support client service and problem solving.

Requirements

• Ability to commute to the Alpharetta, GA office at least three times per week (within driving distance).
• Bachelor’s degree (or equivalent education and related training).
• Five years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relationship skills with excellent communication and service orientation.
• Ability to travel occasionally, including overnight.

Nice to have

• Advanced degree.
• Field-related certification.
• Experience with Requests for Proposal.

Culture & Benefits

• Hybrid work model.
• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution match programs.
• Stock purchase opportunities.