Account Executive, Property and Casualty

Relevante has partnered with New England's largest independent insurance agency. Our client is looking to add a Client Relationship Manager, Property & Casualty to their Needham, MA office. Please read the below description and let us know if you are interested.

Our client is one of New England's leading independent insurance agents, is seeking a Property & Casualty Client Relationship Manager (Account Executive) to help with our growth and account retention. They are a large, vibrant, fast-growing agent centrally located in the western suburbs of Boston convenient to major routes. Our client is seeking an experienced insurance professional to interact with and manage an assigned group of important accounts. This critical role requires management of the client relationship, ongoing management of coverage and risk management delivery, expansion of coverage and account retention. This role does not have sales or new business goals.

Responsibilities of a Client Relationship Manager, Property & Casualty:

• Acts as lead consultant and primary point of contact for a wide array of commercial clients of varying size and complexity
• Maintains responsibility for overall client relationship, account retention and the accurate and timely delivery of exceptional service
• Educates and advises clients on insurance needs based on a comprehensive understanding of their business. Identifies & recommends products/insurance programs to meet such needs
• Provides guidance, direction, and oversight to Account Managers regarding marketing avenues and strategies, proposal and summary development, and problem-solving direction
• Maintains relationships with insurance carriers and knowledge of their products. Guides, or actively facilitates, insurance carrier negotiations regarding coverage and pricing
• Takes the lead in managing the renewal cycle, ensuring an appropriate strategy and execution of plan in accordance with workflows and procedures
• Keeps clients apprised of emerging industry trends, events, and pertinent coverage considerations
• Maintains accurate electronic client account records and adheres to agency procedures
• Educates and mentors Account Managers in all aspects of role on a day-to-day basis
• Our client reserves the right to amend duties as might be necessary

Requirements of a Client Relationship Manager, Property & Casualty:

• Exceptional aptitude for customer service and nurturing long term, trusting relationships
• Highly accountable, resourceful, and flexible
• Proven in-depth understanding of Commercial Lines Coverages
• Outstanding presentation skills with a variety of audiences
• Excellent written and verbal communication skills
• Effective time management and problem-solving skills
• Minimum of 3 years of commercial lines insurance experience in a Sales or Account Executive position
• Property & casualty license required
• Proficiency with standard technology resources

Benefits of a Client Relationship Manager, Property & Casualty:

• Salary Commensurate with Experience
• Competitive compensation
• Full-time benefits package including medical, dental, life, disability, 401K, vacation, and sick time
• Healthy, positive culture

About Relevante, Inc. the Recruiting Firm Representing the Client for this Job

Relevante is an accounting & technology direct hire recruiting and contract staffing firm. We help our clients identify and recruit the best talent in the market and help our candidates win engaging and enriching jobs. Our clients are some of the best companies to work for among F1000 and emerging fast growth companies in the region. Relevante has been consistently ranked as a fast growth company and one of the largest recruiting, accounting, and management consulting firms in the Philadelphia region.