Senior Account Executive

RJR Executive Search; Walnut Creek (CA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation package

Excellent benefits

Bonus opportunity

Job summary

RJR Executive Search is seeking a Senior Account Executive for a prestigious P&C insurance firm in Walnut Creek, California. This hybrid role requires 10 to 15 years of experience in Property Casualty insurance, focusing on real estate accounts, and involves key responsibilities including managing client service and strategic account management.

The ideal candidate will possess a Bachelor’s degree, excellent communication skills, and leadership experience. The organization offers a competitive compensation package, excellent benefits, and encourages a hybrid work schedule.

Qualifications

• 10 to 15 years of Property Casualty insurance experience as an Account Manager or Account Executive.
• Experience in a team leadership role preferred.
• Proficient with Microsoft Office applications.

Responsibilities

• Act as an Account Executive for established real estate accounts.
• Provide proactive day-to-day client service.
• Review client exposures and recommend appropriate products.

Skills

Property and Casualty insurance experience

Customer orientation

Analytical skills

Leadership

Interpersonal skills

Education

Bachelor's degree or equivalent experience

Tools

Applied Epic

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

RJR Executive Search has been retained by a national independent insurance and financial service firm to find a talented Senior Account Executive to manage their most prestigious P&C clients. This role is a very visible and important role for the organization.

Reporting directly to the Executive Vice President, the Senior Account Executive will serve as the expert on a book of business and be the main point of contact for major P&C real estate accounts in order to maintain a high level of service and client satisfaction.

Our client is offering a competitive compensation package, excellent benefits, and bonus. This is a hybrid role and working in the office 3 days per week is encouraged.

Essential Duties and Responsibilities

• Act as an Account Executive for established real estate accounts
• Work with producer to place large property and casualty insurance programs, including creating submissions, analyzing data and communicating with underwriters
• Manage and coordinate resources and maintain tracking of all deals from initial stages to closing.
• Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
• Assist clients with maintaining property schedules, creating and trouble-shooting premium allocations, responding to third-party (lenders, vendors, etc.) requests, flood mapping, policy renewals and renewal presentations, loss analysis, collateral tracking and negotiation, and data validation
• Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.
• Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents.
• Proven ability to meet deadlines and possess strong analytical and organizational skills.

Job Requirements

• A Bachelor’s degree or equivalent years of work experience
• 10 to 15 years of Property Casualty insurance experience as an Account Manager or Account Executive; preferably with real estate accounts.
• Experience in a team leadership role preferred
• Experience with real estate and/or construction accounts preferred
• Solid property experience a plus
• Exceptional people skills and the ability to lead
• Strong customer orientation; and interpersonal and communication skills.
• Ability to work outside normal work schedule to fulfill responsibilities.
• Agency Management System preferred: Applied Epic
• Proficient with Microsoft Word, Excel, PowerPoint and Outlook.

Equal Opportunity Employment

Our client is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.