Position:
Account Executive / Account Manager Location:
Flexible / Hybrid (Florida preferred) Industry:
Insurance & Risk Management – Property & Casualty (Real Estate Focus)
About the Opportunity Our client, a well-established and growing insurance organization, is seeking an experienced
Account Executive / Account Manager
to manage a defined book of business and strengthen client and carrier relationships within the property and casualty insurance sector.
This role requires a strategic and detail-oriented professional who can lead client implementations, oversee ongoing service delivery, and ensure an exceptional customer experience while driving account retention and growth.
Key Responsibilities
Act as the
primary relationship manager
for an assigned client portfolio, delivering responsive, high-quality service and support.
Lead implementation
of new client programs, including carrier coordination, communication campaigns, employee correspondence, and system integrations (file transfers, enrollment platforms, etc.).
Oversee
ongoing client servicing , ensuring service timelines, participation reporting, and follow-ups are executed to standard.
Conduct
client meetings
independently or in collaboration with leadership, maintaining consistent engagement and proactive communication.
Manage
marketing and renewal processes
as assigned, coordinating with carriers and internal teams to ensure competitive solutions.
Review
client documents and agreements
(carrier contracts, employee booklets, etc.) for accuracy, compliance, and clarity.
Educate clients on
new benefit offerings , communication strategies, and emerging insurance options.
Support
business development efforts
by preparing proposals and tailored presentations for prospective clients.
Qualifications
Bachelor’s Degree in Business, Finance, or related field—or equivalent insurance industry experience.
Minimum
3 years of insurance industry experience , ideally in
Property & Casualty with Real Estate specialization .
Strong negotiation, relationship management, and customer service skills.
Advanced proficiency in
Microsoft Office Suite
(Word, Excel, PowerPoint, Outlook).
Excellent written, verbal, and presentation communication skills.
Demonstrated ability to manage complex projects, multiple priorities, and client deliverables.
Knowledge of
insurance financial structures
and product offerings.
Active 2-20 License
required if compensated on new business.
About Peskind Executive Search Peskind Executive Search is a boutique recruiting firm specializing in building high-impact leadership and sales teams across the
Public Safety, GovTech, Insurance, and Technology
sectors. Our confidential search process connects mission-driven organizations with proven professionals who deliver measurable results.
#J-18808-Ljbffr
Account Executive / Account Manager Location:
Flexible / Hybrid (Florida preferred) Industry:
Insurance & Risk Management – Property & Casualty (Real Estate Focus)
About the Opportunity Our client, a well-established and growing insurance organization, is seeking an experienced
Account Executive / Account Manager
to manage a defined book of business and strengthen client and carrier relationships within the property and casualty insurance sector.
This role requires a strategic and detail-oriented professional who can lead client implementations, oversee ongoing service delivery, and ensure an exceptional customer experience while driving account retention and growth.
Key Responsibilities
Act as the
primary relationship manager
for an assigned client portfolio, delivering responsive, high-quality service and support.
Lead implementation
of new client programs, including carrier coordination, communication campaigns, employee correspondence, and system integrations (file transfers, enrollment platforms, etc.).
Oversee
ongoing client servicing , ensuring service timelines, participation reporting, and follow-ups are executed to standard.
Conduct
client meetings
independently or in collaboration with leadership, maintaining consistent engagement and proactive communication.
Manage
marketing and renewal processes
as assigned, coordinating with carriers and internal teams to ensure competitive solutions.
Review
client documents and agreements
(carrier contracts, employee booklets, etc.) for accuracy, compliance, and clarity.
Educate clients on
new benefit offerings , communication strategies, and emerging insurance options.
Support
business development efforts
by preparing proposals and tailored presentations for prospective clients.
Qualifications
Bachelor’s Degree in Business, Finance, or related field—or equivalent insurance industry experience.
Minimum
3 years of insurance industry experience , ideally in
Property & Casualty with Real Estate specialization .
Strong negotiation, relationship management, and customer service skills.
Advanced proficiency in
Microsoft Office Suite
(Word, Excel, PowerPoint, Outlook).
Excellent written, verbal, and presentation communication skills.
Demonstrated ability to manage complex projects, multiple priorities, and client deliverables.
Knowledge of
insurance financial structures
and product offerings.
Active 2-20 License
required if compensated on new business.
About Peskind Executive Search Peskind Executive Search is a boutique recruiting firm specializing in building high-impact leadership and sales teams across the
Public Safety, GovTech, Insurance, and Technology
sectors. Our confidential search process connects mission-driven organizations with proven professionals who deliver measurable results.
#J-18808-Ljbffr