Account Executive, Risk Management

CAC

. Manage marketing and service processes for the largest and most complex Risk Management/National accounts .

Posted 10/12/2026full-timeRemote • Colorado • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex risk management processes and client relationships, with a strong focus on commercial insurance, data analysis, and effective communication. Proficient in preparing marketing materials and overseeing implementation processes to ensure successful insurance renewals.

Highest-signal resume keywords

10+ Years Of Commercial Insurance ExperienceBachelor's DegreeState Specific LicenseMicrosoft Office ProficiencyClient Presentation Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Risk ManagementData AnalysisInsurance Renewal ProcessesQuote AnalysisBrokerage CoordinationClaims ManagementFinancial Lines ServicesProgram Structure OptionsClient Meeting FacilitationRenewal Submission Preparation

Soft Skills

Excellent Communication SkillsStrong Multitasking SkillsTime Management SkillsCustomer Service OrientationProfessional Appearance

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft Publisher

Certifications & Qualifications

State Specific License

Industry Keywords

Commercial InsuranceRisk ControlClaims DataBrokerageAE WorkClient RelationshipsInsurance DocumentsRenewal MeetingsProspect PresentationsBusiness Expansion

About the role

Key responsibilities & impact

Manage marketing and service processes for the largest and most complex Risk Management/National accounts
Coordinate brokerage teams, risk control, claims, and financial lines services
Establish, drive, and monitor processes and critical timelines for annual insurance renewals
Assist with renewal meetings and present results to established client contacts
Participate in and lead client meetings when necessary
Understand and analyze complex financial and claims data
Participate in prospect presentation meetings as needed
Identify and facilitate potential expanded business with existing clients
Prepare, send, and process complete renewal submissions for marketing
Analyze quotes for accuracy and prepare quote spreadsheets
Assist with data analysis to determine program structure options
Create client presentations, quote spreadsheets, contract comparisons, and internal marketing materials
Oversee implementation processes
Review insurance company documents for accuracy and submit incorrect documents for revision

Requirements

What you’ll need

Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
State specific license is required
10+ years of commercial insurance work experience with large accounts is required
Excellent verbal and written communication skills
Strong multitasking and time management skills
Proficient in Microsoft Office products, including Microsoft Excel, PowerPoint, Word, and Publisher
AI knowledge is a plus
AE work and broking/placement experience is a major plus
Professional appearance and business conduct with strong customer service
Ability to travel to client and prospect meetings approximately 20% of the time

Benefits

Comp & perks

Remote work arrangement
Opportunity to work with a leading insurance broker and advisor
Professional development through work with complex Risk Management/National accounts