Insurance Account Executive — Client Growth & Retention

B.F. Saul Insurance; Bethesda (MD); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health/Medical Insurance

401(k) with company match

Paid time off

Bonus/Target Incentive

Tuition Reimbursement

Fitness center usage

Dining center discounts

Employee Recognition Programs

Referral bonus

Pre-tax transportation options

Job summary

B.F. Saul Insurance in Bethesda, MD is seeking an Account Executive to manage key client relationships in personal insurance. This role requires 7+ years of related experience and strong knowledge of the insurance market.

Responsibilities include client retention, coordination of service needs, and market analysis. The position offers benefits including health insurance, 401(k) match, and tuition reimbursement.

Qualifications

• 7+ years of relevant insurance industry experience.
• Intermediate to advanced level of experience with Excel and PowerPoint.
• Insurance industry designations preferred.

Responsibilities

• Brokering and managing key client relationships for personal insurance.
• Support Producers in preparing for key prospect/clients meetings.
• Maintain client retention and growth.

Skills

Client relationship management

Insurance market knowledge

Excel proficiency

PowerPoint proficiency

Education

Bachelor’s Degree

Property & Casualty license

Tools

AMS/Vertafore

Job description

B.F. Saul Insurance in Bethesda, MD is seeking an Account Executive to manage key client relationships in personal insurance. This role requires 7+ years of related experience and strong knowledge of the insurance market.

Responsibilities include client retention, coordination of service needs, and market analysis. The position offers benefits including health insurance, 401(k) match, and tuition reimbursement.