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Account Executive – Insurance, AVP/VP
American Global Logistics. Serve as strategic point of contact for clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong technical knowledge in property and casualty insurance, with a focus on client relationship management and strategic account oversight. Proficient in managing teams, analyzing risk profiles, and developing tailored marketing strategies to meet client needs.
Highest-signal resume keywords
Account ManagementProperty And Casualty KnowledgeApplied Epic ProficiencyProfessional CommunicationTeam Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk AnalysisInsurance BindingSales Discovery ProcessData AnalysisClient Fee Agreement Preparation
Soft Skills
Time ManagementAttention To DetailProblem SolvingCommunicationDelegation
Tools & Technologies
Microsoft OfficeAdobe ProApplied Epic
Certifications & Qualifications
Insurance LicenseContinuing Education Requirements
Industry Keywords
Client Relationship ManagementRisk ManagementUnderwriting RelationshipsRFP ResponsesCompetitive Differentiation
About the role
Key responsibilities & impact- Serve as strategic point of contact for clients
- Manage annual book of business and monitor upcoming expirations
- Identify client and prospect risk management needs and recommend products and services
- Identify unmitigated risks and cross-sell complementary products and services
- Manage a team of 1–5 and train and advance team members’ careers
- Present custom solutions and promote American Global’s competitive differentiation
- Represent American Global in meetings, seminars, trade shows, networking events, industry associations, organizations, boards, and charities
- Prepare, analyze, execute, and/or approve client fee agreements, renewal letter requests, coverage quotes, production reports, and data analyses
- Cultivate local underwriting relationships and maintain knowledge of carrier underwriting appetites and contacts
- Analyze client risk profiles and develop marketing strategies
- Bind insurance coverages and convert proposals to summaries of insurance post binding
- Support responses to requests for proposals (RFPs)
- Lead account management staff through stewardship, pre-renewal, final renewal delivery, and other account management services
- Develop relationships with centers of influence, including attorneys, bankers, and CPAs
- Build and maintain relationships with key individuals within client organizations
- Delegate tasks and balance workloads
- Maintain communication with clients and industry partners
- Perform additional responsibilities as required
Requirements
What you’ll need- Experienced Account Executive in insurance
- Strong technical property and casualty knowledge, typically 5 to 7+ years industry experience
- Time management and ability to prioritize work
- Attention to detail
- Problem solving skills
- Professional written and verbal communication
- Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
- Ability to drive strategy
- Embrace change and innovation as the industry evolves
- Strong knowledge of competitors to aid in company prospecting efforts
- Proficiency in the sales discovery process (due diligence)
- Valid driver’s license and reliable transportation required
- Ability to travel as required
- Maintain insurance license and CE requirements
Benefits
Comp & perks- Comprehensive Benefits Package
- Collaborative and innovative environment
- Culture of continuous learning and professional development
- Competitive salary package
- 401k with above-average employer match of up to 5% of your salary
- Leadership training and support
- Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
- Education and Student Loan Assistance